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 622 institutions that hold shares in the stock, with a total of 145 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 |
|---|---|---|---|---|---|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
33,543
shares
|
$1.49 Million
0.47% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
33,408
shares
|
$1.49 Million
0.05% of portfolio
|
Q4 2024
Reduced 73.78%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
33,289
shares
|
$1.48 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
32,766
shares
|
$1.46 Million
0.01% of portfolio
|
Q4 2024
Reduced 32.7%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
32,721
shares
|
$1.45 Million
0.1% of portfolio
|
Q4 2023
Added 0.01%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
32,339
shares
|
$1.44 Million
0.68% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
32,173
shares
|
$1.43 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
31,909
shares
|
$1.42 Million
0.69% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
31,680
shares
|
$1.41 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
31,465
shares
|
$1.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
30,733
shares
|
$1.37 Million
0.79% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
30,474
shares
|
$1.35 Million
0.1% of portfolio
|
Q4 2024
Reduced 51.93%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
30,325
shares
|
$1.35 Million
0.2% of portfolio
|
Q4 2024
Added 159.5%
|
|
|
Santori & Peters, Inc.
|
Jan 28, 2025 Q4 2024 |
30,315
shares
|
$1.35 Million
0.51% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
30,141
shares
|
$1.34 Million
0.83% of portfolio
|
Q1 2023
Reduced 1.43%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
29,800
shares
|
$1.32 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
29,655
shares
|
$1.32 Million
0.47% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
29,559
shares
|
$1.31 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
29,100
shares
|
$1.29 Million
0.09% of portfolio
|
Q4 2024
Reduced 33.97%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
28,787
shares
|
$1.28 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.38%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
28,630
shares
|
$1.27 Million
0.93% of portfolio
|
Q4 2024
Reduced 17.85%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
27,598
shares
|
$1.23 Million
0.05% of portfolio
|
Q4 2024
Reduced 9.29%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
27,445
shares
|
$1.22 Million
0.08% of portfolio
|
Q4 2023
Reduced 5.34%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
27,427
shares
|
$1.22 Million
0.06% of portfolio
|
Q4 2024
Added 1729.69%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
27,061
shares
|
$1.2 Million
0.41% of portfolio
|
Q2 2022
Added 3.59%
|