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 |
|---|---|---|---|---|---|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
15,764
shares
|
$728,296
0.23% of portfolio
|
Q2 2025
Reduced 13.74%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Aug 14, 2025 Q2 2025 |
15,760
shares
|
$728,112
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
15,718
shares
|
$726,171
0.18% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
15,709
shares
|
$725,755
0.09% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Sykon Capital LLC
Harrison, NY |
Aug 11, 2025 Q2 2025 |
15,631
shares
|
$722,152
0.25% of portfolio
|
Q2 2025
Added 15.84%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
15,569
shares
|
$719,287
0.06% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Jul 17, 2025 Q2 2025 |
15,499
shares
|
$716,053
0.57% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
15,176
shares
|
$701,131
0.24% of portfolio
|
Q4 2022
Reduced 97.49%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Aug 06, 2025 Q2 2025 |
15,060
shares
|
$695,772
0.46% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
14,982
shares
|
$692,168
0.59% of portfolio
|
Q2 2025
Reduced 10.67%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
14,733
shares
|
$680,664
0.04% of portfolio
|
Q2 2025
Reduced 55.73%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
14,655
shares
|
$677,061
0.34% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
14,492
shares
|
$669,530
0.01% of portfolio
|
Q2 2025
Added 5.6%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
14,350
shares
|
$662,970
0.09% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
14,271
shares
|
$659,320
0.0% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
14,065
shares
|
$649,803
0.49% of portfolio
|
Q2 2025
Reduced 25.6%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Aug 04, 2025 Q2 2025 |
13,956
shares
|
$644,767
0.63% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Mezzasalma Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
13,824
shares
|
$638,668
0.19% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
13,693
shares
|
$632,616
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
13,590
shares
|
$627,858
0.11% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
13,587
shares
|
$627,719
0.04% of portfolio
|
Q2 2025
Reduced 8.57%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
13,580
shares
|
$627,396
0.24% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
13,483
shares
|
$622,914
0.0% of portfolio
|
Q2 2025
Reduced 19.04%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
13,362
shares
|
$617,324
0.64% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
13,276
shares
|
$613,351
0.36% of portfolio
|
Q2 2025
Reduced 3.78%
|