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 636 institutions that hold shares in the stock, with a total of 145 Million shares, which have been reported (via 13F filing form) to have a value of $6.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
8,786
shares
|
$393,964
0.02% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
8,750
shares
|
$392,350
0.18% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
8,730
shares
|
$391,453
0.08% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
8,730
shares
|
$391,453
0.02% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
8,655
shares
|
$388,090
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
8,571
shares
|
$384,323
0.1% of portfolio
|
Q4 2024
Reduced 7.05%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
8,566
shares
|
$384,099
0.1% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
8,383
shares
|
$375,893
0.16% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
8,314
shares
|
$372,799
0.0% of portfolio
|
Q4 2024
Added 24.83%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
8,174
shares
|
$366,522
0.11% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
8,170
shares
|
$366,342
0.07% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 21, 2025 Q4 2024 |
8,148
shares
|
$365,356
0.26% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
8,030
shares
|
$360,065
0.02% of portfolio
|
Q3 2024
Reduced 32.53%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
7,908
shares
|
$354,594
0.0% of portfolio
|
Q4 2024
Added 64.68%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
7,893
shares
|
$353,922
0.05% of portfolio
|
Q4 2024
Reduced 69.31%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
7,838
shares
|
$351,455
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
7,822
shares
|
$350,738
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
7,808
shares
|
$350,110
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
7,746
shares
|
$347,330
0.05% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Feb 27, 2025 Q4 2024 |
7,650
shares
|
$343,026
0.13% of portfolio
|
Q4 2024
Reduced 29.09%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
7,643
shares
|
$342,712
0.01% of portfolio
|
Q4 2024
Reduced 34.84%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
7,584
shares
|
$340,066
0.12% of portfolio
|
Q3 2023
Added 22.22%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
7,557
shares
|
$338,855
0.01% of portfolio
|
Q4 2024
Reduced 12.86%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
7,513
shares
|
$336,882
0.1% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Jan 31, 2025 Q4 2024 |
7,319
shares
|
$328,183
0.16% of portfolio
|
Q4 2024
Reduced 0.08%
|