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 657 institutions that hold shares in the stock, with a total of 137 Million shares, which have been reported (via 13F filing form) to have a value of $6.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Old Port Advisors
|
Jan 08, 2026 Q4 2025 |
9,542
shares
|
$438,073
0.11% of portfolio
|
Q4 2025
Reduced 1.45%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
9,499
shares
|
$436,099
0.03% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jan 29, 2026 Q4 2025 |
9,457
shares
|
$434,170
0.23% of portfolio
|
Q4 2025
Reduced 47.9%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
9,412
shares
|
$432,104
0.08% of portfolio
|
Q4 2024
Added 30.52%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,398
shares
|
$431,462
0.11% of portfolio
|
Q4 2024
Reduced 75.89%
|
|
|
B&L Asset Management LLC
Boston, MA |
Oct 22, 2025 Q3 2025 |
9,382
shares
|
$430,727
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 26, 2026 Q4 2025 |
9,362
shares
|
$429,809
0.02% of portfolio
|
Q4 2025
Reduced 1.93%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
9,350
shares
|
$429,258
0.18% of portfolio
|
Q3 2025
Reduced 25.51%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 06, 2026 Q4 2025 |
9,232
shares
|
$423,841
0.24% of portfolio
|
Q3 2024
Reduced 7.97%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
9,195
shares
|
$422,142
0.12% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
9,164
shares
|
$420,719
0.0% of portfolio
|
Q3 2025
Added 68.83%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
9,153
shares
|
$420,214
0.0% of portfolio
|
Q2 2025
Reduced 23.05%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
9,147
shares
|
$419,938
0.02% of portfolio
|
Q3 2025
Reduced 92.49%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Oct 31, 2025 Q3 2025 |
9,132
shares
|
$419,250
0.2% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 14, 2025 Q3 2025 |
9,125
shares
|
$418,928
0.14% of portfolio
|
Q3 2025
Reduced 41.62%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
9,091
shares
|
$417,367
0.09% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
9,033
shares
|
$414,705
0.16% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Planning Directions Inc
|
Jan 20, 2026 Q4 2025 |
9,030
shares
|
$414,567
0.22% of portfolio
|
Q4 2025
Reduced 17.83%
|
|
|
Waterfront Wealth Inc.
|
Jan 27, 2026 Q4 2025 |
8,986
shares
|
$412,547
0.09% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
8,970
shares
|
$411,812
0.01% of portfolio
|
Q2 2024
Reduced 37.16%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
8,861
shares
|
$406,808
0.04% of portfolio
|
Q3 2025
Reduced 11.42%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
8,828
shares
|
$405,293
0.0% of portfolio
|
Q3 2025
Added 11.45%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
8,627
shares
|
$396,065
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
8,556
shares
|
$392,805
0.02% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
8,512
shares
|
$390,785
0.0% of portfolio
|
Q3 2025
Added 0.38%
|
|