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 |
|---|---|---|---|---|---|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
9,526
shares
|
$440,101
0.02% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
9,441
shares
|
$436,174
0.2% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
9,412
shares
|
$434,834
0.08% of portfolio
|
Q4 2024
Added 30.52%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
9,404
shares
|
$434,464
0.03% of portfolio
|
Q2 2025
Reduced 39.3%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,398
shares
|
$434,187
0.11% of portfolio
|
Q4 2024
Reduced 75.89%
|
|
|
B&L Asset Management LLC
Boston, MA |
Aug 04, 2025 Q2 2025 |
9,382
shares
|
$433,448
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
9,381
shares
|
$433,402
0.04% of portfolio
|
Q2 2025
Reduced 19.96%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
9,338
shares
|
$431,415
0.03% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
9,234
shares
|
$426,610
0.25% of portfolio
|
Q2 2025
Reduced 31.68%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
9,232
shares
|
$426,518
0.27% of portfolio
|
Q3 2024
Reduced 7.97%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
9,183
shares
|
$424,254
0.14% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
9,153
shares
|
$422,868
0.0% of portfolio
|
Q2 2025
Reduced 23.05%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
9,108
shares
|
$420,789
0.02% of portfolio
|
Q2 2025
Added 6.66%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
9,009
shares
|
$416,215
0.1% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
8,986
shares
|
$415,153
0.1% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
8,970
shares
|
$414,414
0.01% of portfolio
|
Q2 2024
Reduced 37.16%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
8,820
shares
|
$407,484
0.0% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
8,814
shares
|
$407,206
0.04% of portfolio
|
Q4 2024
Reduced 7.67%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
8,811
shares
|
$407,068
0.02% of portfolio
|
Q2 2025
Reduced 27.89%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
8,807
shares
|
$406,883
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
8,627
shares
|
$398,567
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
8,617
shares
|
$398,105
0.01% of portfolio
|
Q2 2025
Reduced 31.27%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
8,480
shares
|
$391,776
0.0% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
8,450
shares
|
$390,390
0.0% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
8,410
shares
|
$388,542
0.19% of portfolio
|
Q2 2025
Reduced 23.01%
|