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 555 institutions that hold shares in the stock, with a total of 142 Million shares, which have been reported (via 13F filing form) to have a value of $6.47 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
6,240
shares
|
$283,608
0.02% of portfolio
|
Q3 2021
Reduced 9.92%
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2024 Q2 2024 |
6,240
shares
|
$283,608
0.0% of portfolio
|
Q2 2024
Reduced 9.17%
|
|
Avantax Planning Partners, Inc.
|
Aug 09, 2024 Q2 2024 |
6,190
shares
|
$281,335
0.01% of portfolio
|
Q2 2024
New holding
|
|
Alta Wealth Advisors LLC
|
Jul 24, 2024 Q2 2024 |
6,170
shares
|
$280,426
0.13% of portfolio
|
Q2 2024
Added 0.02%
|
|
Wmg Financial Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
6,096
shares
|
$277,063
0.14% of portfolio
|
Q1 2024
Added 6.78%
|
|
Csenge Advisory Group
|
Jul 10, 2024 Q2 2024 |
6,052
shares
|
$275,063
0.01% of portfolio
|
Q2 2024
Added 2.63%
|
|
True Wealth Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
5,911
shares
|
$268,654
0.1% of portfolio
|
Q2 2024
Reduced 5.12%
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Aug 13, 2024 Q2 2024 |
5,897
shares
|
$268,018
0.13% of portfolio
|
Q2 2024
Reduced 24.3%
|
|
Fifth Third Bancorp
|
Jul 22, 2024 Q2 2024 |
5,816
shares
|
$264,337
0.0% of portfolio
|
Q2 2024
Reduced 36.56%
|
|
Peak Financial Management, Inc.
|
Jul 22, 2024 Q2 2024 |
5,800
shares
|
$263,610
0.08% of portfolio
|
Q2 2023
Reduced 14.71%
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Aug 13, 2024 Q2 2024 |
5,785
shares
|
$262,928
0.05% of portfolio
|
Q3 2023
New holding
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
5,765
shares
|
$262,019
0.01% of portfolio
|
Q2 2024
Added 1.53%
|
|
West Michigan Advisors, LLC
Holland, MI |
Aug 05, 2024 Q2 2024 |
5,748
shares
|
$261,246
0.08% of portfolio
|
Q2 2024
Added 3.29%
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
5,663
shares
|
$257,383
0.05% of portfolio
|
Q3 2022
Added 80.81%
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,655
shares
|
$257,019
0.35% of portfolio
|
Q4 2022
New holding
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
5,627
shares
|
$255,747
0.14% of portfolio
|
Q4 2023
Reduced 3.02%
|
|
Maltin Wealth Management, Inc.
|
Jul 12, 2024 Q2 2024 |
5,615
shares
|
$255,201
0.14% of portfolio
|
Q2 2023
New holding
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2024 Q2 2024 |
5,589
shares
|
$254,020
0.03% of portfolio
|
Q4 2023
Reduced 8.21%
|
|
Redwood Financial Network Corp
|
Aug 07, 2024 Q2 2024 |
5,548
shares
|
$252,156
0.19% of portfolio
|
Q2 2024
Reduced 15.8%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
5,529
shares
|
$251,293
0.01% of portfolio
|
Q2 2024
New holding
|
|
Darwin Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
5,507
shares
|
$250,293
0.11% of portfolio
|
Q2 2024
Added 0.11%
|
|
Maia Wealth LLC
Denver, CO |
Jul 16, 2024 Q2 2024 |
5,487
shares
|
$249,384
0.07% of portfolio
|
Q2 2024
Reduced 65.65%
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jul 12, 2024 Q2 2024 |
5,480
shares
|
$249,066
0.04% of portfolio
|
Q2 2024
New holding
|
|
Oxler Private Wealth LLC
New York, NY |
Jul 29, 2024 Q2 2024 |
5,459
shares
|
$248,111
0.09% of portfolio
|
Q2 2024
Added 0.68%
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
5,430
shares
|
$246,793
0.01% of portfolio
|
Q2 2021
Reduced 98.53%
|