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 657 institutions that hold shares in the stock, with a total of 137 Million shares, which have been reported (via 13F filing form) to have a value of $6.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
29,762
shares
|
$1.37 Million
0.47% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
29,533
shares
|
$1.36 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 27, 2026 Q4 2025 |
29,232
shares
|
$1.34 Million
0.15% of portfolio
|
Q4 2025
Added 19.34%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
29,056
shares
|
$1.33 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
28,988
shares
|
$1.33 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jan 16, 2026 Q4 2025 |
28,833
shares
|
$1.32 Million
0.36% of portfolio
|
Q4 2025
Reduced 2.26%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
28,630
shares
|
$1.31 Million
0.93% of portfolio
|
Q4 2024
Reduced 17.85%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
27,990
shares
|
$1.29 Million
0.11% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
27,920
shares
|
$1.28 Million
0.05% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Pfg Advisors
|
Jan 27, 2026 Q4 2025 |
27,610
shares
|
$1.27 Million
0.07% of portfolio
|
Q4 2025
Reduced 41.0%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
27,445
shares
|
$1.26 Million
0.08% of portfolio
|
Q4 2023
Reduced 5.34%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
27,274
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
27,211
shares
|
$1.25 Million
0.47% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
27,061
shares
|
$1.24 Million
0.41% of portfolio
|
Q2 2022
Added 3.59%
|
|
|
Hbw Advisory Services LLC
|
Jan 23, 2026 Q4 2025 |
27,051
shares
|
$1.24 Million
0.15% of portfolio
|
Q4 2025
Added 132.46%
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
26,543
shares
|
$1.22 Million
0.07% of portfolio
|
Q4 2025
Reduced 5.04%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
26,256
shares
|
$1.21 Million
0.39% of portfolio
|
Q3 2025
Added 151.98%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 22, 2026 Q4 2025 |
26,123
shares
|
$1.2 Million
0.25% of portfolio
|
Q4 2025
Reduced 10.34%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Jan 23, 2026 Q4 2025 |
26,116
shares
|
$1.2 Million
0.1% of portfolio
|
Q4 2025
Reduced 2.95%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
25,970
shares
|
$1.19 Million
0.86% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Belpointe Asset Management LLC
|
Jan 27, 2026 Q4 2025 |
25,241
shares
|
$1.16 Million
0.04% of portfolio
|
Q4 2025
Reduced 0.41%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
25,159
shares
|
$1.16 Million
0.08% of portfolio
|
Q3 2025
Reduced 12.28%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
25,110
shares
|
$1.15 Million
0.1% of portfolio
|
Q4 2025
Reduced 6.41%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
24,667
shares
|
$1.13 Million
0.07% of portfolio
|
Q2 2023
Reduced 12.27%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
24,637
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2025
Added 70.0%
|
|