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 |
|---|---|---|---|---|---|
|
Sfg Wealth Management, Llc.
|
Jul 28, 2025 Q2 2025 |
11,513
shares
|
$531,900
0.31% of portfolio
|
Q2 2025
Added 7.72%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
11,508
shares
|
$531,669
0.01% of portfolio
|
Q2 2024
Added 4.05%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
11,260
shares
|
$520,212
0.03% of portfolio
|
Q2 2025
Added 173.43%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
11,245
shares
|
$519,519
0.09% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Planning Directions Inc
|
Aug 01, 2025 Q2 2025 |
11,238
shares
|
$519,195
0.29% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
11,180
shares
|
$516,516
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bernardo Wealth Planning LLC
|
Aug 13, 2025 Q2 2025 |
11,133
shares
|
$514,344
0.11% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
10,919
shares
|
$504,457
0.23% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
10,846
shares
|
$501,085
0.25% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
10,700
shares
|
$494,340
0.01% of portfolio
|
Q2 2025
Added 19.77%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
10,696
shares
|
$494,155
0.01% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
10,693
shares
|
$494,016
0.22% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
10,649
shares
|
$491,983
0.0% of portfolio
|
Q2 2025
Added 64.31%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Aug 11, 2025 Q2 2025 |
10,562
shares
|
$487,964
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
10,533
shares
|
$486,624
0.01% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
10,493
shares
|
$484,776
0.11% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
10,451
shares
|
$482,836
0.04% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
10,420
shares
|
$481,404
0.15% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Aug 08, 2025 Q2 2025 |
10,146
shares
|
$468,745
0.25% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
10,003
shares
|
$462,138
0.05% of portfolio
|
Q2 2025
Reduced 30.85%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Aug 06, 2025 Q2 2025 |
9,983
shares
|
$461,214
0.21% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Sep 11, 2025 Q2 2025 |
9,962
shares
|
$460,244
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
9,716
shares
|
$448,879
0.12% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
9,589
shares
|
$443,011
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
9,569
shares
|
$442,087
0.31% of portfolio
|
Q3 2024
Reduced 18.88%
|