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 584 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $6.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
24,028
shares
|
$1.11 Million
0.21% of portfolio
|
Q3 2024
Added 78.18%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
23,941
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.64%
|
|
|
Purus Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
23,888
shares
|
$1.1 Million
0.47% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
23,886
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
23,611
shares
|
$1.09 Million
0.08% of portfolio
|
Q3 2024
Added 62.76%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
23,142
shares
|
$1.07 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
22,516
shares
|
$1.04 Million
0.08% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
22,507
shares
|
$1.04 Million
0.6% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
22,290
shares
|
$1.03 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
22,286
shares
|
$1.03 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
21,833
shares
|
$1.01 Million
0.31% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
21,659
shares
|
$1 Million
0.04% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
21,335
shares
|
$986,530
0.0% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
20,384
shares
|
$942,556
0.42% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
20,315
shares
|
$939,365
0.02% of portfolio
|
Q3 2024
Added 10.06%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
20,172
shares
|
$932,753
0.0% of portfolio
|
Q3 2024
Reduced 60.36%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
19,945
shares
|
$922,256
0.05% of portfolio
|
Q3 2024
Reduced 13.32%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
19,399
shares
|
$897,009
0.14% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
19,045
shares
|
$880,640
0.19% of portfolio
|
Q1 2024
Reduced 60.64%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
18,927
shares
|
$875,184
0.4% of portfolio
|
Q3 2024
Added 11.47%
|
|
|
Willner & Heller, LLC
|
Oct 10, 2024 Q3 2024 |
18,876
shares
|
$872,826
0.79% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
18,870
shares
|
$872,548
0.53% of portfolio
|
Q3 2024
Added 5.71%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
18,602
shares
|
$860,156
0.42% of portfolio
|
Q2 2023
Reduced 8.87%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
18,338
shares
|
$847,949
0.03% of portfolio
|
Q3 2024
Added 37.49%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
18,151
shares
|
$839,302
0.05% of portfolio
|
Q3 2024
Added 30.19%
|