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 |
|---|---|---|---|---|---|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
13,208
shares
|
$610,209
0.04% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
13,162
shares
|
$608,084
0.01% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
13,149
shares
|
$607,483
0.02% of portfolio
|
Q4 2023
Added 0.77%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
13,051
shares
|
$602,956
0.01% of portfolio
|
Q2 2025
Added 50.13%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jul 31, 2025 Q2 2025 |
13,046
shares
|
$602,725
0.46% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
12,929
shares
|
$597,319
0.13% of portfolio
|
Q2 2025
Reduced 13.41%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Aug 14, 2025 Q2 2025 |
12,859
shares
|
$594,085
0.41% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Aug 12, 2025 Q2 2025 |
12,789
shares
|
$590,851
0.15% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
12,768
shares
|
$589,881
0.04% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
12,690
shares
|
$586,278
0.2% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Aug 01, 2025 Q2 2025 |
12,552
shares
|
$579,902
0.32% of portfolio
|
Q2 2025
Added 14.85%
|
|
|
Tria Gen Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
12,459
shares
|
$575,605
0.18% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
12,397
shares
|
$572,741
0.19% of portfolio
|
Q2 2025
Reduced 14.36%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
12,251
shares
|
$565,996
0.02% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
12,205
shares
|
$563,871
0.18% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
12,180
shares
|
$562,716
0.04% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
12,140
shares
|
$560,868
0.01% of portfolio
|
Q2 2025
Added 23.69%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
12,020
shares
|
$555,324
0.21% of portfolio
|
Q2 2025
Reduced 70.14%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
12,013
shares
|
$555,000
0.19% of portfolio
|
Q2 2025
Reduced 21.79%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
11,858
shares
|
$547,839
0.03% of portfolio
|
Q2 2025
Added 13.22%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
11,808
shares
|
$545,529
0.31% of portfolio
|
Q4 2024
Reduced 11.86%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
11,799
shares
|
$545,113
0.0% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
11,728
shares
|
$541,833
0.2% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
11,717
shares
|
$541,325
0.14% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
11,691
shares
|
$540,124
0.02% of portfolio
|
Q2 2025
Reduced 44.06%
|