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 |
|---|---|---|---|---|---|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
8,250
shares
|
$381,150
0.16% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
8,218
shares
|
$379,671
0.11% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
8,195
shares
|
$378,609
0.01% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Aug 12, 2025 Q2 2025 |
8,148
shares
|
$376,437
0.24% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
8,113
shares
|
$374,820
0.05% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
8,048
shares
|
$371,817
0.03% of portfolio
|
Q2 2025
Reduced 13.09%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
8,025
shares
|
$370,755
0.01% of portfolio
|
Q2 2025
Added 14.01%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
7,926
shares
|
$366,181
0.07% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
7,921
shares
|
$365,950
0.0% of portfolio
|
Q2 2025
Added 30.45%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
7,691
shares
|
$355,324
0.07% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
7,608
shares
|
$351,489
0.0% of portfolio
|
Q2 2025
Reduced 67.83%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
7,596
shares
|
$350,935
0.03% of portfolio
|
Q2 2025
Added 34.06%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
7,584
shares
|
$350,380
0.12% of portfolio
|
Q3 2023
Added 22.22%
|
|
|
Weitzel Financial Services, Inc.
|
Aug 12, 2025 Q2 2025 |
7,555
shares
|
$349,041
0.14% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Aug 14, 2025 Q2 2025 |
7,408
shares
|
$342,249
0.14% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
7,380
shares
|
$340,956
0.09% of portfolio
|
Q2 2025
Reduced 8.99%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Aug 12, 2025 Q2 2025 |
7,294
shares
|
$336,982
0.16% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
7,256
shares
|
$335,227
0.0% of portfolio
|
Q2 2023
Reduced 7.98%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
7,151
shares
|
$330,376
0.04% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
7,103
shares
|
$328,158
0.07% of portfolio
|
Q3 2024
Added 44.52%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
7,078
shares
|
$327,003
0.09% of portfolio
|
Q2 2025
Reduced 5.73%
|
|
|
Schrum Private Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
7,009
shares
|
$323,815
0.25% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
6,935
shares
|
$320,397
0.08% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
6,911
shares
|
$319,288
0.0% of portfolio
|
Q2 2025
Reduced 12.79%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
6,809
shares
|
$314,575
0.05% of portfolio
|
Q2 2025
Reduced 26.83%
|