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 584 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 $6.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Walker Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
37,548
shares
|
$1.72 Million
1.15% of portfolio
|
Q2 2024
Reduced 3.1%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
37,492
shares
|
$1.72 Million
0.19% of portfolio
|
Q3 2024
Reduced 15.75%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
36,742
shares
|
$1.69 Million
0.07% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
36,528
shares
|
$1.68 Million
0.64% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
35,049
shares
|
$1.61 Million
0.28% of portfolio
|
Q3 2024
Reduced 31.69%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
34,907
shares
|
$1.6 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
34,865
shares
|
$1.6 Million
0.07% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
34,849
shares
|
$1.6 Million
0.46% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Tru Independence LLC
|
Nov 04, 2024 Q3 2024 |
34,548
shares
|
$1.59 Million
0.47% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
33,088
shares
|
$1.52 Million
0.04% of portfolio
|
Q3 2024
Reduced 68.79%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
32,916
shares
|
$1.51 Million
0.05% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
32,721
shares
|
$1.5 Million
0.1% of portfolio
|
Q4 2023
Added 0.01%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
32,557
shares
|
$1.5 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
32,504
shares
|
$1.49 Million
0.01% of portfolio
|
Q3 2024
Reduced 20.91%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
32,165
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
32,095
shares
|
$1.47 Million
0.04% of portfolio
|
Q3 2024
Reduced 40.4%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Oct 16, 2024 Q3 2024 |
31,781
shares
|
$1.46 Million
0.29% of portfolio
|
Q3 2024
Reduced 87.65%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
31,766
shares
|
$1.46 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.67%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
31,630
shares
|
$1.45 Million
0.72% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
31,357
shares
|
$1.44 Million
0.71% of portfolio
|
Q3 2024
Added 11.58%
|
|
|
Mbe Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
30,638
shares
|
$1.41 Million
0.8% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Santori & Peters, Inc.
|
Oct 23, 2024 Q3 2024 |
30,471
shares
|
$1.4 Million
0.55% of portfolio
|
Q3 2024
Reduced 47.66%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
30,424
shares
|
$1.4 Million
0.06% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
30,424
shares
|
$1.4 Million
0.13% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
30,141
shares
|
$1.38 Million
0.83% of portfolio
|
Q1 2023
Reduced 1.43%
|