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 584 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $6.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
12,548
shares
|
$580,219
0.35% of portfolio
|
Q3 2024
Reduced 5.38%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
12,416
shares
|
$574,115
0.01% of portfolio
|
Q2 2024
Reduced 1.3%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
12,381
shares
|
$572,497
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
12,234
shares
|
$565,700
0.01% of portfolio
|
Q3 2024
Added 6.88%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
12,164
shares
|
$562,463
0.16% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
12,160
shares
|
$562,278
0.2% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
12,086
shares
|
$558,856
0.17% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
11,934
shares
|
$551,828
0.32% of portfolio
|
Q2 2024
Reduced 6.74%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
11,933
shares
|
$551,781
0.29% of portfolio
|
Q3 2024
Added 78.24%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
11,730
shares
|
$542,395
0.02% of portfolio
|
Q3 2024
Added 64.93%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
11,686
shares
|
$540,360
0.09% of portfolio
|
Q3 2024
Reduced 89.23%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
11,508
shares
|
$532,129
0.01% of portfolio
|
Q2 2024
Added 4.05%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
11,435
shares
|
$528,754
0.05% of portfolio
|
Q3 2024
Reduced 40.6%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
11,406
shares
|
$527,413
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
11,334
shares
|
$524,084
0.11% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
11,324
shares
|
$523,621
0.04% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
11,213
shares
|
$518,489
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
11,042
shares
|
$510,582
0.0% of portfolio
|
Q3 2024
Reduced 12.58%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
10,999
shares
|
$508,593
0.01% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
10,936
shares
|
$505,680
0.26% of portfolio
|
Q3 2024
Added 5.48%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
10,923
shares
|
$505,079
0.15% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
10,903
shares
|
$504,154
0.13% of portfolio
|
Q4 2023
Reduced 0.67%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
10,789
shares
|
$498,883
0.2% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Old Port Advisors
|
Oct 24, 2024 Q3 2024 |
10,760
shares
|
$497,542
0.14% of portfolio
|
Q2 2024
Reduced 5.47%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
10,650
shares
|
$492,456
0.01% of portfolio
|
Q3 2024
Added 0.76%
|