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 |
|---|---|---|---|---|---|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
8,655
shares
|
$400,207
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
8,557
shares
|
$395,675
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
8,500
shares
|
$393,040
0.12% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
8,500
shares
|
$393,040
0.11% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
8,474
shares
|
$391,837
0.02% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
8,443
shares
|
$390,404
0.02% of portfolio
|
Q3 2024
Reduced 9.91%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Nov 04, 2024 Q3 2024 |
8,165
shares
|
$377,549
0.3% of portfolio
|
Q1 2024
Added 2.6%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
8,143
shares
|
$376,532
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
8,119
shares
|
$375,422
0.05% of portfolio
|
Q3 2024
Added 11.34%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
8,030
shares
|
$371,307
0.03% of portfolio
|
Q3 2024
Reduced 32.53%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
7,865
shares
|
$363,677
0.04% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
7,846
shares
|
$362,799
0.06% of portfolio
|
Q3 2024
Added 14.61%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
7,793
shares
|
$360,348
0.11% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
7,763
shares
|
$358,961
0.11% of portfolio
|
Q2 2024
Added 1.3%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
7,685
shares
|
$355,354
0.01% of portfolio
|
Q3 2024
Reduced 20.21%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
7,584
shares
|
$350,684
0.12% of portfolio
|
Q3 2023
Added 22.22%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
7,394
shares
|
$341,898
0.11% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
7,386
shares
|
$341,528
0.0% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Nov 06, 2024 Q3 2024 |
7,325
shares
|
$338,708
0.17% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
7,256
shares
|
$335,517
0.0% of portfolio
|
Q2 2023
Reduced 7.98%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Oct 16, 2024 Q3 2024 |
7,243
shares
|
$334,916
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
7,237
shares
|
$334,638
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
7,211
shares
|
$333,436
0.06% of portfolio
|
Q3 2024
Added 12.27%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
7,146
shares
|
$330,431
0.0% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
7,103
shares
|
$328,442
0.07% of portfolio
|
Q3 2024
Added 44.52%
|