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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Nov 08, 2024 Q3 2024 |
46,854
shares
|
$2.09 Million
1.11% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
46,235
shares
|
$2.06 Million
0.23% of portfolio
|
Q3 2024
Reduced 64.21%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
46,122
shares
|
$2.05 Million
0.86% of portfolio
|
Q1 2024
Added 15.19%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
45,412
shares
|
$2.02 Million
0.09% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
45,402
shares
|
$2.02 Million
0.05% of portfolio
|
Q3 2024
Reduced 21.47%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
45,055
shares
|
$2.01 Million
0.19% of portfolio
|
Q3 2023
Reduced 21.61%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
44,852
shares
|
$2 Million
0.65% of portfolio
|
Q3 2024
Reduced 78.54%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
44,649
shares
|
$1.99 Million
0.14% of portfolio
|
Q3 2024
Reduced 13.17%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
44,492
shares
|
$1.98 Million
0.02% of portfolio
|
Q3 2024
Added 33.35%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
44,442
shares
|
$1.98 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
44,380
shares
|
$1.98 Million
0.13% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
44,070
shares
|
$1.96 Million
0.14% of portfolio
|
Q3 2024
Reduced 8.97%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
42,964
shares
|
$1.91 Million
0.57% of portfolio
|
Q3 2024
Reduced 9.46%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
42,083
shares
|
$1.87 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%
|
|
|
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%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
39,131
shares
|
$1.74 Million
0.17% of portfolio
|
Q3 2024
Reduced 27.65%
|
|
|
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%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
38,477
shares
|
$1.71 Million
0.37% of portfolio
|
Q3 2024
Added 13.76%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
38,437
shares
|
$1.71 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
38,437
shares
|
$1.71 Million
0.11% of portfolio
|
Q3 2024
New holding
|