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 630 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 $6.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
41,543
shares
|
$1.9 Million
0.21% of portfolio
|
Q1 2025
Reduced 34.75%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
41,283
shares
|
$1.89 Million
0.11% of portfolio
|
Q1 2025
Reduced 8.52%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
40,487
shares
|
$1.85 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
39,778
shares
|
$1.82 Million
0.81% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
39,323
shares
|
$1.8 Million
0.14% of portfolio
|
Q2 2025
Reduced 29.3%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
39,275
shares
|
$1.8 Million
0.1% of portfolio
|
Q1 2025
Reduced 34.62%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
39,200
shares
|
$1.79 Million
0.12% of portfolio
|
Q3 2023
Added 2.41%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
39,051
shares
|
$1.79 Million
0.41% of portfolio
|
Q1 2025
Reduced 7.55%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
38,765
shares
|
$1.77 Million
0.37% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
38,699
shares
|
$1.77 Million
0.16% of portfolio
|
Q1 2025
Added 6.37%
|
|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
37,933
shares
|
$1.73 Million
1.06% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
May 02, 2025 Q1 2025 |
37,685
shares
|
$1.72 Million
0.86% of portfolio
|
Q1 2025
Reduced 16.25%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
36,990
shares
|
$1.69 Million
0.76% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
36,868
shares
|
$1.69 Million
0.17% of portfolio
|
Q2 2025
Reduced 16.98%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
36,616
shares
|
$1.67 Million
0.06% of portfolio
|
Q2 2025
Reduced 7.28%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
36,498
shares
|
$1.67 Million
0.16% of portfolio
|
Q1 2025
Reduced 8.49%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
36,480
shares
|
$1.67 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
36,270
shares
|
$1.66 Million
0.03% of portfolio
|
Q1 2025
Reduced 21.21%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
35,941
shares
|
$1.64 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.51%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
35,237
shares
|
$1.61 Million
0.57% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
35,171
shares
|
$1.61 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
34,984
shares
|
$1.6 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
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
|
|
|
Spectrum Wealth Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
34,887
shares
|
$1.6 Million
0.75% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
34,667
shares
|
$1.59 Million
1.39% of portfolio
|
Q4 2024
Added 19.62%
|