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 555 institutions that hold shares in the stock, with a total of 142 Million shares, which have been reported (via 13F filing form) to have a value of $6.47 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
39,200
shares
|
$1.78 Million
0.12% of portfolio
|
Q3 2023
Added 2.41%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
38,106
shares
|
$1.73 Million
0.0% of portfolio
|
Q2 2024
Reduced 80.49%
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
37,695
shares
|
$1.71 Million
0.68% of portfolio
|
Q1 2024
Reduced 18.6%
|
|
Walker Asset Management, LLC
|
Jul 12, 2024 Q2 2024 |
37,548
shares
|
$1.71 Million
1.12% of portfolio
|
Q2 2024
Reduced 3.1%
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 17, 2024 Q2 2024 |
36,939
shares
|
$1.68 Million
0.62% of portfolio
|
Q2 2024
Added 2.81%
|
|
Tru Independence LLC
|
Aug 06, 2024 Q2 2024 |
36,075
shares
|
$1.64 Million
0.45% of portfolio
|
Q2 2024
Reduced 6.47%
|
|
Octavia Wealth Advisors, LLC
|
Aug 01, 2024 Q2 2024 |
35,703
shares
|
$1.62 Million
0.2% of portfolio
|
Q2 2024
Reduced 30.52%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
35,609
shares
|
$1.62 Million
0.07% of portfolio
|
Q4 2022
Reduced 73.26%
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
35,561
shares
|
$1.62 Million
0.01% of portfolio
|
Q2 2024
Added 10.78%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
34,907
shares
|
$1.59 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2024 Q2 2024 |
34,842
shares
|
$1.58 Million
0.25% of portfolio
|
Q2 2024
Reduced 5.28%
|
|
Venture Visionary Partners LLC
|
Aug 13, 2024 Q2 2024 |
34,786
shares
|
$1.58 Million
0.07% of portfolio
|
Q2 2024
Added 0.29%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jul 17, 2024 Q2 2024 |
34,558
shares
|
$1.57 Million
0.4% of portfolio
|
Q2 2024
Reduced 4.83%
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
33,967
shares
|
$1.54 Million
0.0% of portfolio
|
Q2 2024
Added 27.63%
|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
33,822
shares
|
$1.54 Million
0.32% of portfolio
|
Q2 2024
Added 3.57%
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jul 19, 2024 Q2 2024 |
33,535
shares
|
$1.52 Million
0.74% of portfolio
|
Q2 2024
Reduced 4.89%
|
|
Good Life Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
33,468
shares
|
$1.52 Million
0.11% of portfolio
|
Q2 2024
Reduced 5.06%
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
33,365
shares
|
$1.52 Million
0.01% of portfolio
|
Q2 2024
Added 1.92%
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
32,721
shares
|
$1.49 Million
0.1% of portfolio
|
Q4 2023
Added 0.01%
|
|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
32,711
shares
|
$1.49 Million
0.13% of portfolio
|
Q2 2024
Reduced 1.5%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
32,337
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.68%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 15, 2024 Q2 2024 |
32,042
shares
|
$1.46 Million
0.04% of portfolio
|
Q2 2024
Reduced 27.36%
|
|
City Center Advisors, LLC
Troy, MI |
Jul 23, 2024 Q2 2024 |
32,018
shares
|
$1.46 Million
1.59% of portfolio
|
Q1 2024
New holding
|
|
Koshinski Asset Management, Inc.
|
Jul 12, 2024 Q2 2024 |
30,572
shares
|
$1.39 Million
0.12% of portfolio
|
Q2 2024
Reduced 6.05%
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 19, 2024 Q2 2024 |
30,528
shares
|
$1.39 Million
0.92% of portfolio
|
Q2 2024
Added 2.27%
|