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 643 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 $6.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
34,907
shares
|
$1.61 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
34,667
shares
|
$1.6 Million
1.39% of portfolio
|
Q4 2024
Added 19.62%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
34,094
shares
|
$1.58 Million
0.08% of portfolio
|
Q2 2025
Reduced 63.83%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
33,949
shares
|
$1.57 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Aug 12, 2025 Q2 2025 |
33,376
shares
|
$1.54 Million
0.69% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
33,320
shares
|
$1.54 Million
0.06% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
33,022
shares
|
$1.53 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Purus Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
32,982
shares
|
$1.52 Million
0.54% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
32,850
shares
|
$1.52 Million
0.08% of portfolio
|
Q2 2025
Reduced 20.43%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
32,774
shares
|
$1.51 Million
0.91% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
32,721
shares
|
$1.51 Million
0.1% of portfolio
|
Q4 2023
Added 0.01%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
32,418
shares
|
$1.5 Million
0.1% of portfolio
|
Q2 2025
Added 15.86%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
32,332
shares
|
$1.49 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
31,938
shares
|
$1.48 Million
0.68% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
31,666
shares
|
$1.46 Million
0.43% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
31,397
shares
|
$1.45 Million
0.62% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
31,342
shares
|
$1.45 Million
0.06% of portfolio
|
Q2 2025
Reduced 10.01%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
31,077
shares
|
$1.44 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
31,065
shares
|
$1.44 Million
0.12% of portfolio
|
Q2 2025
Reduced 14.89%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
30,751
shares
|
$1.42 Million
0.11% of portfolio
|
Q2 2025
Reduced 12.57%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
30,479
shares
|
$1.41 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
30,457
shares
|
$1.41 Million
0.51% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
30,357
shares
|
$1.4 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
30,263
shares
|
$1.4 Million
0.06% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
30,141
shares
|
$1.39 Million
0.83% of portfolio
|
Q1 2023
Reduced 1.43%
|