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 636 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 |
|---|---|---|---|---|---|
|
Icapital Wealth LLC
Walnut Creek, CA |
Feb 07, 2025 Q4 2024 |
50,671
shares
|
$2.24 Million
1.31% of portfolio
|
Q2 2024
Reduced 0.29%
|
|
|
Finward Bancorp
Munster, IN |
Feb 13, 2025 Q4 2024 |
50,488
shares
|
$2.23 Million
1.91% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
49,804
shares
|
$2.2 Million
1.26% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
49,762
shares
|
$2.2 Million
0.02% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
48,762
shares
|
$2.16 Million
1.06% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
48,303
shares
|
$2.13 Million
0.13% of portfolio
|
Q1 2025
Reduced 30.7%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Feb 03, 2025 Q4 2024 |
48,190
shares
|
$2.13 Million
1.36% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
47,998
shares
|
$2.12 Million
0.1% of portfolio
|
Q4 2024
Reduced 17.93%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
47,473
shares
|
$2.1 Million
0.04% of portfolio
|
Q4 2024
Added 62.86%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
47,438
shares
|
$2.1 Million
0.6% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
47,136
shares
|
$2.08 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
46,416
shares
|
$2.05 Million
0.79% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
46,122
shares
|
$2.04 Million
0.86% of portfolio
|
Q1 2024
Added 15.19%
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
46,112
shares
|
$2.04 Million
0.75% of portfolio
|
Q4 2024
Added 22.29%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
46,112
shares
|
$2.04 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
46,031
shares
|
$2.03 Million
0.04% of portfolio
|
Q4 2024
Reduced 38.4%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
45,402
shares
|
$2.01 Million
0.05% of portfolio
|
Q3 2024
Reduced 21.47%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
45,127
shares
|
$1.99 Million
0.1% of portfolio
|
Q4 2024
Reduced 12.8%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
45,055
shares
|
$1.99 Million
0.19% of portfolio
|
Q3 2023
Reduced 21.61%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Feb 07, 2025 Q4 2024 |
44,998
shares
|
$1.99 Million
0.97% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
44,556
shares
|
$1.97 Million
0.21% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
44,172
shares
|
$1.95 Million
0.0% of portfolio
|
Q4 2024
Reduced 27.17%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
43,219
shares
|
$1.91 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
42,754
shares
|
$1.89 Million
0.04% of portfolio
|
Q4 2024
Added 29.21%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
42,688
shares
|
$1.89 Million
0.0% of portfolio
|
Q4 2024
Reduced 63.35%
|