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 |
|---|---|---|---|---|---|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
28,798
shares
|
$1.32 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.11%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
28,757
shares
|
$1.32 Million
0.14% of portfolio
|
Q1 2025
Added 18.56%
|
|
|
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%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
28,478
shares
|
$1.3 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
28,086
shares
|
$1.28 Million
0.12% of portfolio
|
Q1 2025
Reduced 5.75%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
27,980
shares
|
$1.28 Million
0.13% of portfolio
|
Q1 2025
Added 9.28%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
27,959
shares
|
$1.28 Million
0.42% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
27,851
shares
|
$1.27 Million
0.11% of portfolio
|
Q1 2025
Reduced 5.78%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
27,848
shares
|
$1.27 Million
0.37% of portfolio
|
Q1 2025
Added 5.27%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
27,760
shares
|
$1.27 Million
0.06% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
27,445
shares
|
$1.26 Million
0.08% of portfolio
|
Q4 2023
Reduced 5.34%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
27,340
shares
|
$1.25 Million
0.75% of portfolio
|
Q1 2025
Added 24.28%
|
|
|
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
|
Jul 02, 2025 Q2 2025 |
26,318
shares
|
$1.2 Million
0.16% of portfolio
|
Q2 2025
Added 16.01%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
25,206
shares
|
$1.15 Million
1.01% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
24,791
shares
|
$1.13 Million
0.67% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
24,678
shares
|
$1.13 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
24,667
shares
|
$1.13 Million
0.07% of portfolio
|
Q2 2023
Reduced 12.27%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
24,635
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
Added 6.59%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
24,592
shares
|
$1.12 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
24,520
shares
|
$1.12 Million
0.1% of portfolio
|
Q2 2021
Added 18.65%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
24,345
shares
|
$1.11 Million
0.01% of portfolio
|
Q1 2025
Added 84.38%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
24,208
shares
|
$1.11 Million
0.73% of portfolio
|
Q2 2025
Added 90.57%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
24,179
shares
|
$1.11 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
23,829
shares
|
$1.09 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.76%
|