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 |
|---|---|---|---|---|---|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
24,045
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
23,186
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2025
Reduced 36.07%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
23,000
shares
|
$1.06 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
22,900
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 53.17%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jul 14, 2025 Q2 2025 |
22,843
shares
|
$1.06 Million
0.88% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
22,557
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
22,017
shares
|
$1.02 Million
0.09% of portfolio
|
Q2 2025
Reduced 9.26%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
21,812
shares
|
$1.01 Million
0.02% of portfolio
|
Q2 2025
Reduced 34.93%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
21,350
shares
|
$986,370
0.03% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
21,042
shares
|
$972,140
0.03% of portfolio
|
Q2 2025
Reduced 34.12%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
21,014
shares
|
$970,846
0.0% of portfolio
|
Q2 2025
Added 168.41%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
20,983
shares
|
$969,414
0.16% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
20,753
shares
|
$958,788
0.01% of portfolio
|
Q2 2025
Reduced 27.94%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
20,708
shares
|
$956,709
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
|
$929,313
0.03% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
20,081
shares
|
$927,742
0.16% of portfolio
|
Q2 2025
Added 7.49%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
19,879
shares
|
$918,409
0.54% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
19,045
shares
|
$879,879
0.19% of portfolio
|
Q1 2024
Reduced 60.64%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
19,022
shares
|
$878,816
0.14% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
18,729
shares
|
$865,279
0.12% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Santori & Peters, Inc.
|
Jul 15, 2025 Q2 2025 |
18,717
shares
|
$864,725
0.3% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
18,602
shares
|
$859,412
0.42% of portfolio
|
Q2 2023
Reduced 8.87%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
18,338
shares
|
$847,215
0.03% of portfolio
|
Q3 2024
Added 37.49%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
18,144
shares
|
$838,252
0.02% of portfolio
|
Q2 2025
Added 16.58%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
18,113
shares
|
$836,820
0.32% of portfolio
|
Q2 2025
Added 0.67%
|