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 |
|---|---|---|---|---|---|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
29,062
shares
|
$1.34 Million
0.01% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
29,056
shares
|
$1.34 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
28,680
shares
|
$1.33 Million
0.1% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
28,630
shares
|
$1.32 Million
0.93% of portfolio
|
Q4 2024
Reduced 17.85%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
28,478
shares
|
$1.32 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
28,136
shares
|
$1.3 Million
0.11% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
27,959
shares
|
$1.29 Million
0.42% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
27,920
shares
|
$1.29 Million
0.05% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
27,859
shares
|
$1.29 Million
0.32% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
27,623
shares
|
$1.28 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
27,445
shares
|
$1.27 Million
0.08% of portfolio
|
Q4 2023
Reduced 5.34%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
27,061
shares
|
$1.25 Million
0.41% of portfolio
|
Q2 2022
Added 3.59%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
27,034
shares
|
$1.25 Million
0.07% of portfolio
|
Q2 2025
Added 17.1%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
26,781
shares
|
$1.24 Million
0.01% of portfolio
|
Q2 2025
Added 10.01%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
26,439
shares
|
$1.22 Million
0.11% of portfolio
|
Q2 2025
Reduced 8.06%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
26,318
shares
|
$1.22 Million
0.16% of portfolio
|
Q2 2025
Added 16.01%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
25,491
shares
|
$1.18 Million
0.94% of portfolio
|
Q2 2025
Added 11.87%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Aug 01, 2025 Q2 2025 |
25,459
shares
|
$1.18 Million
0.92% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
25,132
shares
|
$1.16 Million
0.06% of portfolio
|
Q2 2025
Added 20.93%
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
24,830
shares
|
$1.15 Million
0.61% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
24,678
shares
|
$1.14 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
24,667
shares
|
$1.14 Million
0.07% of portfolio
|
Q2 2023
Reduced 12.27%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
24,592
shares
|
$1.14 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
|
$1.13 Million
0.1% of portfolio
|
Q2 2021
Added 18.65%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
24,208
shares
|
$1.12 Million
0.73% of portfolio
|
Q2 2025
Added 90.57%
|