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 |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
66,557
shares
|
$2.94 Million
0.05% of portfolio
|
Q4 2024
Reduced 7.53%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Feb 13, 2025 Q4 2024 |
66,250
shares
|
$2.93 Million
1.61% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
65,678
shares
|
$2.9 Million
1.53% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
64,421
shares
|
$2.85 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
63,976
shares
|
$2.83 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
63,911
shares
|
$2.82 Million
0.43% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
63,850
shares
|
$2.82 Million
2.4% of portfolio
|
Q1 2023
Reduced 22.07%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
63,663
shares
|
$2.81 Million
0.29% of portfolio
|
Q4 2024
Added 37.69%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
63,456
shares
|
$2.8 Million
0.15% of portfolio
|
Q4 2024
Added 610.51%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Feb 13, 2025 Q4 2024 |
63,342
shares
|
$2.8 Million
3.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
63,220
shares
|
$2.79 Million
0.24% of portfolio
|
Q1 2025
Added 88942.25%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
62,705
shares
|
$2.77 Million
0.33% of portfolio
|
Q4 2024
Reduced 14.51%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
61,416
shares
|
$2.71 Million
0.35% of portfolio
|
Q4 2024
Added 5.02%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
60,974
shares
|
$2.7 Million
0.24% of portfolio
|
Q4 2024
Reduced 22.09%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
60,119
shares
|
$2.66 Million
0.17% of portfolio
|
Q4 2024
Added 56.41%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
60,076
shares
|
$2.66 Million
0.17% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
60,070
shares
|
$2.66 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
58,631
shares
|
$2.59 Million
1.57% of portfolio
|
Q4 2024
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
56,690
shares
|
$2.51 Million
0.37% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
56,610
shares
|
$2.5 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.76%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
56,268
shares
|
$2.49 Million
0.9% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
54,612
shares
|
$2.41 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Feb 11, 2025 Q4 2024 |
54,200
shares
|
$2.4 Million
0.84% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
52,730
shares
|
$2.33 Million
1.18% of portfolio
|
Q2 2024
Reduced 1.6%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Feb 13, 2025 Q4 2024 |
51,527
shares
|
$2.28 Million
1.35% of portfolio
|
Q4 2024
New holding
|