Institutional Ownership First Tr Value Line Divid Inde (FVD)
This table provides information about the institutional ownership of First Tr Value Line Divid Inde (FVD). We have compiled data on the 638 institutions that hold shares in the stock, with a total of 142 Million shares, which have been reported (via 13F filing form) to have a value of $6.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
90,734
shares
|
$4.07 Million
0.33% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
90,512
shares
|
$4.06 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
90,045
shares
|
$4.04 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
87,944
shares
|
$3.95 Million
0.1% of portfolio
|
Q4 2023
Added 0.55%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
86,348
shares
|
$3.88 Million
0.52% of portfolio
|
Q1 2025
Reduced 42.58%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
83,086
shares
|
$3.73 Million
0.7% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
82,430
shares
|
$3.7 Million
0.6% of portfolio
|
Q1 2025
Reduced 7.63%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Apr 17, 2025 Q1 2025 |
82,026
shares
|
$3.68 Million
1.17% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
81,851
shares
|
$3.67 Million
0.76% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
81,132
shares
|
$3.64 Million
0.15% of portfolio
|
Q1 2025
Reduced 50.44%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
80,842
shares
|
$3.63 Million
0.65% of portfolio
|
Q1 2025
Reduced 13.57%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
80,489
shares
|
$3.61 Million
2.85% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
79,735
shares
|
$3.58 Million
2.79% of portfolio
|
Q1 2025
Reduced 23.55%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
77,631
shares
|
$3.48 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 10, 2025 Q1 2025 |
77,500
shares
|
$3.48 Million
1.58% of portfolio
|
Q1 2025
Reduced 25.02%
|
|
|
Kraematon Investment Advisors, Inc
|
Apr 14, 2025 Q1 2025 |
76,714
shares
|
$3.44 Million
3.7% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
76,714
shares
|
$3.44 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
75,770
shares
|
$3.4 Million
0.09% of portfolio
|
Q1 2025
Reduced 58.49%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
75,021
shares
|
$3.37 Million
0.35% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
74,665
shares
|
$3.35 Million
0.08% of portfolio
|
Q1 2025
Added 7.72%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Apr 22, 2025 Q1 2025 |
73,405
shares
|
$3.3 Million
1.52% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Next Level Private LLC
Harrison, NY |
Apr 11, 2025 Q1 2025 |
72,445
shares
|
$3.25 Million
1.27% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
72,016
shares
|
$3.23 Million
0.11% of portfolio
|
Q1 2025
Reduced 58.14%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
72,015
shares
|
$3.23 Million
0.0% of portfolio
|
Q1 2025
Added 375.88%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
70,923
shares
|
$3.18 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.95%
|