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 |
|---|---|---|---|---|---|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
34,363
shares
|
$1.57 Million
0.13% of portfolio
|
Q1 2025
Reduced 20.49%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
34,217
shares
|
$1.56 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
33,775
shares
|
$1.54 Million
0.0% of portfolio
|
Q1 2025
Added 52.7%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
33,521
shares
|
$1.53 Million
0.03% of portfolio
|
Q1 2025
Reduced 29.39%
|
|
|
Purus Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
33,345
shares
|
$1.52 Million
0.66% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
33,320
shares
|
$1.52 Million
0.06% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
33,279
shares
|
$1.52 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
32,774
shares
|
$1.5 Million
0.91% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
32,721
shares
|
$1.5 Million
0.1% of portfolio
|
Q4 2023
Added 0.01%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
32,591
shares
|
$1.49 Million
0.01% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
May 12, 2025 Q1 2025 |
32,418
shares
|
$1.48 Million
0.31% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
31,942
shares
|
$1.46 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
31,938
shares
|
$1.46 Million
0.68% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
31,680
shares
|
$1.45 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
31,666
shares
|
$1.45 Million
0.43% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
31,569
shares
|
$1.44 Million
0.69% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
31,342
shares
|
$1.43 Million
0.06% of portfolio
|
Q2 2025
Reduced 10.01%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
31,180
shares
|
$1.43 Million
0.06% of portfolio
|
Q1 2025
Reduced 14.07%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
31,122
shares
|
$1.42 Million
0.26% of portfolio
|
Q1 2025
Added 12.24%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
30,947
shares
|
$1.42 Million
0.65% of portfolio
|
Q1 2025
Reduced 7.04%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
30,590
shares
|
$1.4 Million
0.49% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
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%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
29,784
shares
|
$1.36 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
29,409
shares
|
$1.34 Million
0.06% of portfolio
|
Q1 2025
Added 7.23%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
28,846
shares
|
$1.32 Million
0.01% of portfolio
|
Q1 2025
Added 0.2%
|