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 643 institutions that hold shares in the stock, with a total of 141 Million shares, which have been reported (via 13F filing form) to have a value of $6.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
42,356
shares
|
$1.96 Million
0.19% of portfolio
|
Q2 2025
Reduced 6.57%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
42,206
shares
|
$1.95 Million
0.52% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
41,676
shares
|
$1.93 Million
0.28% of portfolio
|
Q2 2025
Reduced 49.44%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
39,778
shares
|
$1.84 Million
0.81% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
39,724
shares
|
$1.84 Million
0.33% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
39,571
shares
|
$1.83 Million
0.01% of portfolio
|
Q2 2025
Added 10.1%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
39,513
shares
|
$1.83 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
39,323
shares
|
$1.82 Million
0.14% of portfolio
|
Q1 2025
Reduced 9.72%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
39,302
shares
|
$1.82 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
39,200
shares
|
$1.81 Million
0.12% of portfolio
|
Q3 2023
Added 2.41%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
39,141
shares
|
$1.81 Million
0.06% of portfolio
|
Q2 2025
Reduced 18.87%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
38,883
shares
|
$1.8 Million
0.13% of portfolio
|
Q2 2025
Reduced 28.89%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
38,151
shares
|
$1.76 Million
0.36% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
38,092
shares
|
$1.76 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
37,933
shares
|
$1.75 Million
1.06% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Aug 05, 2025 Q2 2025 |
37,686
shares
|
$1.74 Million
0.83% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
37,505
shares
|
$1.73 Million
0.35% of portfolio
|
Q2 2025
Added 68.83%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
36,990
shares
|
$1.71 Million
0.76% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
36,868
shares
|
$1.7 Million
0.17% of portfolio
|
Q2 2025
Reduced 16.98%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
36,616
shares
|
$1.69 Million
0.06% of portfolio
|
Q2 2025
Reduced 7.28%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
36,117
shares
|
$1.67 Million
0.13% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
35,874
shares
|
$1.66 Million
0.0% of portfolio
|
Q2 2025
Added 45.62%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
35,418
shares
|
$1.64 Million
0.16% of portfolio
|
Q2 2025
Reduced 14.74%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
35,237
shares
|
$1.63 Million
0.57% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
34,984
shares
|
$1.62 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.19%
|