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 637 institutions that hold shares in the stock, with a total of 146 Million shares, which have been reported (via 13F filing form) to have a value of $6.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
87,944
shares
|
$3.89 Million
0.1% of portfolio
|
Q4 2023
Added 0.55%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
86,300
shares
|
$3.81 Million
0.89% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
85,723
shares
|
$3.79 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
82,650
shares
|
$3.65 Million
1.2% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
82,087
shares
|
$3.63 Million
0.21% of portfolio
|
Q4 2024
Reduced 29.82%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
82,078
shares
|
$3.63 Million
0.57% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
81,968
shares
|
$3.62 Million
2.75% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Advisory Alpha, LLC
|
Apr 08, 2025 Q1 2025 |
78,914
shares
|
$3.49 Million
0.22% of portfolio
|
Q1 2025
Reduced 15.29%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
78,838
shares
|
$3.48 Million
0.22% of portfolio
|
Q4 2024
Added 77.64%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
78,772
shares
|
$3.48 Million
0.75% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
78,234
shares
|
$3.46 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
77,631
shares
|
$3.43 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Kraematon Investment Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
77,571
shares
|
$3.43 Million
3.56% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jan 22, 2025 Q4 2024 |
76,965
shares
|
$3.4 Million
1.52% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
76,743
shares
|
$3.39 Million
0.28% of portfolio
|
Q4 2024
Reduced 97.81%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
75,906
shares
|
$3.36 Million
1.03% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
74,477
shares
|
$3.29 Million
0.32% of portfolio
|
Q4 2024
Reduced 7.78%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 22, 2025 Q4 2024 |
73,500
shares
|
$3.25 Million
1.37% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
73,107
shares
|
$3.23 Million
0.12% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
72,566
shares
|
$3.21 Million
0.04% of portfolio
|
Q4 2024
Added 18.41%
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
71,945
shares
|
$3.18 Million
0.6% of portfolio
|
Q4 2024
Reduced 16.06%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
71,605
shares
|
$3.16 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
70,699
shares
|
$3.12 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
69,594
shares
|
$3.08 Million
0.1% of portfolio
|
Q4 2024
Added 99.61%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
69,313
shares
|
$3.06 Million
0.07% of portfolio
|
Q4 2024
Reduced 5.9%
|