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 586 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $6.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
81,215
shares
|
$3.62 Million
0.51% of portfolio
|
Q3 2024
Added 48.25%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
80,759
shares
|
$3.6 Million
0.36% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
80,656
shares
|
$3.59 Million
1.08% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
80,020
shares
|
$3.56 Million
0.64% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
78,735
shares
|
$3.51 Million
0.32% of portfolio
|
Q3 2024
Added 38.09%
|
|
|
Kraematon Investment Advisors, Inc
|
Nov 08, 2024 Q3 2024 |
78,531
shares
|
$3.5 Million
3.73% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
78,388
shares
|
$3.49 Million
0.35% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
78,265
shares
|
$3.48 Million
0.4% of portfolio
|
Q3 2024
Reduced 50.05%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
77,631
shares
|
$3.46 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
77,279
shares
|
$3.44 Million
1.03% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 21, 2024 Q3 2024 |
75,699
shares
|
$3.37 Million
1.58% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Oct 11, 2024 Q3 2024 |
75,227
shares
|
$3.35 Million
0.62% of portfolio
|
Q3 2024
Reduced 9.43%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
74,902
shares
|
$3.33 Million
0.33% of portfolio
|
Q3 2024
Reduced 18.78%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
74,726
shares
|
$3.33 Million
0.08% of portfolio
|
Q3 2024
Reduced 50.48%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
73,661
shares
|
$3.28 Million
0.09% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
73,502
shares
|
$3.27 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
73,352
shares
|
$3.27 Million
0.44% of portfolio
|
Q3 2024
Reduced 28.43%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
73,134
shares
|
$3.26 Million
1.43% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
71,980
shares
|
$3.2 Million
0.06% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 07, 2024 Q3 2024 |
71,807
shares
|
$3.2 Million
0.19% of portfolio
|
Q3 2024
Reduced 16.12%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
71,340
shares
|
$3.18 Million
0.05% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
69,711
shares
|
$3.1 Million
0.12% of portfolio
|
Q3 2024
Added 54.38%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
67,535
shares
|
$3.01 Million
1.46% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
66,294
shares
|
$2.95 Million
0.46% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
64,303
shares
|
$2.86 Million
0.13% of portfolio
|
Q3 2024
Added 3.69%
|