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 |
|---|---|---|---|---|---|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
63,850
shares
|
$2.84 Million
2.4% of portfolio
|
Q1 2023
Reduced 22.07%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
63,396
shares
|
$2.82 Million
0.18% of portfolio
|
Q3 2024
Added 89.42%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
63,095
shares
|
$2.81 Million
0.07% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
61,375
shares
|
$2.73 Million
0.03% of portfolio
|
Q3 2024
Added 26.53%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
61,285
shares
|
$2.73 Million
0.03% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
60,651
shares
|
$2.7 Million
0.01% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
59,179
shares
|
$2.63 Million
0.38% of portfolio
|
Q3 2024
Added 160.17%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
58,843
shares
|
$2.62 Million
0.18% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
58,486
shares
|
$2.6 Million
0.13% of portfolio
|
Q3 2024
Reduced 8.11%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
58,483
shares
|
$2.6 Million
0.34% of portfolio
|
Q3 2024
Added 10.92%
|
|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
57,313
shares
|
$2.55 Million
0.95% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 04, 2024 Q3 2024 |
54,551
shares
|
$2.43 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
53,481
shares
|
$2.38 Million
0.0% of portfolio
|
Q3 2024
Reduced 55.56%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
52,730
shares
|
$2.35 Million
1.18% of portfolio
|
Q2 2024
Reduced 1.6%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
51,749
shares
|
$2.3 Million
0.11% of portfolio
|
Q3 2024
Reduced 12.92%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 07, 2024 Q3 2024 |
50,871
shares
|
$2.26 Million
1.3% of portfolio
|
Q3 2024
Reduced 64.59%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Oct 28, 2024 Q3 2024 |
50,671
shares
|
$2.26 Million
1.31% of portfolio
|
Q2 2024
Reduced 0.29%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
50,144
shares
|
$2.23 Million
1.35% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 28, 2024 Q3 2024 |
49,881
shares
|
$2.22 Million
1.48% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
49,616
shares
|
$2.21 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 18, 2024 Q3 2024 |
49,320
shares
|
$2.2 Million
0.75% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
49,229
shares
|
$2.19 Million
0.85% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
48,762
shares
|
$2.17 Million
1.06% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
48,720
shares
|
$2.17 Million
0.0% of portfolio
|
Q3 2024
Reduced 26.06%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
48,708
shares
|
$2.17 Million
0.08% of portfolio
|
Q3 2024
Added 1.86%
|