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 |
|---|---|---|---|---|---|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
70,719
shares
|
$3.17 Million
0.05% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
70,436
shares
|
$3.16 Million
0.07% of portfolio
|
Q1 2025
Reduced 17.83%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
68,174
shares
|
$3.06 Million
0.04% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
67,961
shares
|
$3.05 Million
0.99% of portfolio
|
Q1 2025
Reduced 10.47%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
67,443
shares
|
$3.03 Million
0.1% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
66,769
shares
|
$3 Million
0.17% of portfolio
|
Q1 2025
Reduced 15.31%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
65,987
shares
|
$2.96 Million
0.19% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
65,585
shares
|
$2.94 Million
1.52% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
64,750
shares
|
$2.91 Million
0.04% of portfolio
|
Q1 2025
Added 14.38%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
63,850
shares
|
$2.87 Million
2.4% of portfolio
|
Q1 2023
Reduced 22.07%
|
|
|
Retirement Guys Formula LLC
|
Apr 23, 2025 Q1 2025 |
63,590
shares
|
$2.85 Million
1.47% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
63,220
shares
|
$2.84 Million
0.24% of portfolio
|
Q1 2025
Added 88942.25%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
62,973
shares
|
$2.83 Million
0.25% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
60,898
shares
|
$2.73 Million
0.59% of portfolio
|
Q1 2025
Reduced 15.35%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
60,070
shares
|
$2.7 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
59,758
shares
|
$2.68 Million
0.18% of portfolio
|
Q1 2025
Added 267.72%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
58,838
shares
|
$2.64 Million
0.36% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
56,903
shares
|
$2.55 Million
0.41% of portfolio
|
Q1 2025
Reduced 10.97%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
56,752
shares
|
$2.55 Million
0.38% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
56,548
shares
|
$2.54 Million
0.29% of portfolio
|
Q1 2025
Reduced 9.82%
|
|
|
Tfg Advisers LLC
|
May 15, 2025 Q1 2025 |
56,028
shares
|
$2.52 Million
0.92% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
55,622
shares
|
$2.5 Million
0.09% of portfolio
|
Q1 2025
Added 33.31%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
54,681
shares
|
$2.45 Million
0.21% of portfolio
|
Q1 2025
Added 785.38%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
52,730
shares
|
$2.37 Million
1.18% of portfolio
|
Q2 2024
Reduced 1.6%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
51,830
shares
|
$2.33 Million
0.07% of portfolio
|
Q1 2025
Added 21.23%
|