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 |
|---|---|---|---|---|---|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
23,086
shares
|
$1.06 Million
0.07% of portfolio
|
Q1 2025
Added 81.15%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
23,000
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jul 14, 2025 Q2 2025 |
22,843
shares
|
$1.04 Million
0.88% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
22,214
shares
|
$1.02 Million
0.54% of portfolio
|
Q1 2025
Reduced 11.0%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
22,017
shares
|
$1.01 Million
0.09% of portfolio
|
Q2 2025
Reduced 9.26%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
21,872
shares
|
$1 Million
0.19% of portfolio
|
Q1 2025
Reduced 7.94%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
21,397
shares
|
$978,484
0.04% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
20,900
shares
|
$955,756
0.04% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
20,782
shares
|
$950,360
0.05% of portfolio
|
Q1 2025
Added 16.86%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
20,708
shares
|
$946,976
0.03% of portfolio
|
Q2 2025
Reduced 28.11%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
20,115
shares
|
$919,858
0.03% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
19,705
shares
|
$901,109
0.24% of portfolio
|
Q1 2025
Reduced 19.06%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
19,045
shares
|
$870,927
0.19% of portfolio
|
Q1 2024
Reduced 60.64%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
19,022
shares
|
$869,876
0.14% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
18,962
shares
|
$867,132
0.13% of portfolio
|
Q1 2025
Added 7.12%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
18,904
shares
|
$864,479
0.76% of portfolio
|
Q1 2025
Reduced 14.24%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
May 07, 2025 Q1 2025 |
18,881
shares
|
$863,428
0.79% of portfolio
|
Q1 2025
Reduced 8.36%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
18,745
shares
|
$857,208
0.04% of portfolio
|
Q1 2025
Reduced 10.07%
|
|
|
Santori & Peters, Inc.
|
Jul 15, 2025 Q2 2025 |
18,717
shares
|
$855,928
0.3% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
18,681
shares
|
$854,282
0.17% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
18,602
shares
|
$850,669
0.42% of portfolio
|
Q2 2023
Reduced 8.87%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
18,338
shares
|
$838,596
0.03% of portfolio
|
Q3 2024
Added 37.49%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
18,276
shares
|
$835,761
0.36% of portfolio
|
Q1 2025
Reduced 5.93%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
18,095
shares
|
$827,484
0.4% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Ggm Financials LLC
Columbus, OH |
Jul 23, 2025 Q2 2025 |
18,095
shares
|
$827,484
0.17% of portfolio
|
Q2 2025
Reduced 29.32%
|