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 |
|---|---|---|---|---|---|
|
Ggm Financials LLC
Columbus, OH |
Jul 23, 2025 Q2 2025 |
18,095
shares
|
$835,989
0.17% of portfolio
|
Q2 2025
Added 41.81%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Jul 28, 2025 Q2 2025 |
18,095
shares
|
$835,989
0.17% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
18,095
shares
|
$835,989
0.4% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
17,950
shares
|
$829,290
0.03% of portfolio
|
Q2 2025
Added 153.85%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
17,811
shares
|
$822,868
0.05% of portfolio
|
Q2 2025
Added 5.23%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
17,670
shares
|
$816,354
0.44% of portfolio
|
Q2 2025
Reduced 35.37%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
17,582
shares
|
$812,288
0.09% of portfolio
|
Q2 2025
Reduced 17.48%
|
|
|
Encompass Wealth Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
17,500
shares
|
$808,500
0.29% of portfolio
|
Q1 2021
New holding
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jul 08, 2025 Q2 2025 |
17,475
shares
|
$807,345
0.53% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
17,396
shares
|
$803,695
0.08% of portfolio
|
Q4 2023
Reduced 0.57%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
17,340
shares
|
$801,108
0.32% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Jul 24, 2025 Q2 2025 |
17,262
shares
|
$797,504
0.57% of portfolio
|
Q2 2025
Reduced 8.57%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
16,893
shares
|
$780,456
0.4% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
16,803
shares
|
$776,298
0.0% of portfolio
|
Q4 2024
Reduced 6.22%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
16,543
shares
|
$764,286
0.02% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jul 14, 2025 Q2 2025 |
16,542
shares
|
$764,240
0.49% of portfolio
|
Q2 2025
Reduced 27.6%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
16,526
shares
|
$763,501
0.18% of portfolio
|
Q2 2025
Reduced 19.5%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
16,483
shares
|
$761,514
0.03% of portfolio
|
Q2 2025
Reduced 12.07%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
16,426
shares
|
$758,881
0.06% of portfolio
|
Q3 2024
Added 4144.44%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
16,376
shares
|
$756,571
0.35% of portfolio
|
Q1 2024
Reduced 6.26%
|
|
|
Fsc Wealth Advisors, LLC
|
Sep 02, 2025 Q2 2025 |
16,273
shares
|
$751,812
0.46% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
16,208
shares
|
$748,809
0.27% of portfolio
|
Q3 2024
Added 86.08%
|
|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
15,999
shares
|
$739,153
0.1% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Columbia Advisory Partners LLC
|
Jul 23, 2025 Q2 2025 |
15,804
shares
|
$730,144
0.63% of portfolio
|
Q1 2025
Added 76.11%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
15,796
shares
|
$729,775
0.4% of portfolio
|
Q2 2025
Reduced 7.2%
|