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 571 institutions that hold shares in the stock, with a total of 144 Million shares, which have been reported (via 13F filing form) to have a value of $6.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
48,708
shares
|
$2.17 Million
0.08% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
48,685
shares
|
$2.17 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.82%
|
|
|
Nbt Bank N A
|
Jul 30, 2024 Q2 2024 |
48,413
shares
|
$2.16 Million
0.14% of portfolio
|
Q2 2024
Added 135.49%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
47,453
shares
|
$2.12 Million
0.63% of portfolio
|
Q2 2024
Reduced 41.5%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Jul 31, 2024 Q2 2024 |
47,221
shares
|
$2.11 Million
0.99% of portfolio
|
Q2 2024
Reduced 3.91%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
46,122
shares
|
$2.06 Million
0.86% of portfolio
|
Q1 2024
Added 15.19%
|
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
45,844
shares
|
$2.04 Million
0.21% of portfolio
|
Q2 2024
Added 1.5%
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
45,156
shares
|
$2.01 Million
0.08% of portfolio
|
Q2 2024
Added 0.74%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
45,055
shares
|
$2.01 Million
0.19% of portfolio
|
Q3 2023
Reduced 21.61%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2024 Q2 2024 |
44,501
shares
|
$1.98 Million
0.22% of portfolio
|
Q2 2024
Reduced 23.5%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 09, 2024 Q2 2024 |
44,442
shares
|
$1.98 Million
0.09% of portfolio
|
Q2 2024
Reduced 24.18%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
44,380
shares
|
$1.98 Million
0.13% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
42,083
shares
|
$1.88 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
42,043
shares
|
$1.87 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
41,527
shares
|
$1.85 Million
0.19% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Jul 17, 2024 Q2 2024 |
41,434
shares
|
$1.85 Million
0.23% of portfolio
|
Q2 2024
Added 1.43%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
41,099
shares
|
$1.83 Million
0.01% of portfolio
|
Q2 2024
Added 6.22%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
40,166
shares
|
$1.79 Million
0.09% of portfolio
|
Q3 2024
Reduced 9.69%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
40,150
shares
|
$1.79 Million
0.92% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
39,200
shares
|
$1.75 Million
0.12% of portfolio
|
Q3 2023
Added 2.41%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
38,977
shares
|
$1.74 Million
0.45% of portfolio
|
Q3 2024
Reduced 24.99%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
38,106
shares
|
$1.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 80.49%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
37,695
shares
|
$1.68 Million
0.68% of portfolio
|
Q1 2024
Reduced 18.6%
|