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 584 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $6.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
5,803
shares
|
$266,589
0.0% of portfolio
|
Q3 2024
Reduced 7.0%
|
|
|
Peak Financial Management, Inc.
|
Oct 15, 2024 Q3 2024 |
5,800
shares
|
$266,452
0.08% of portfolio
|
Q2 2023
Reduced 14.71%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
5,785
shares
|
$265,762
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
5,669
shares
|
$260,433
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
5,663
shares
|
$260,158
0.05% of portfolio
|
Q3 2022
Added 80.81%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
5,659
shares
|
$259,974
0.05% of portfolio
|
Q3 2024
Added 14.79%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,655
shares
|
$259,790
0.35% of portfolio
|
Q4 2022
New holding
|
|
|
Alta Wealth Advisors LLC
|
Oct 18, 2024 Q3 2024 |
5,651
shares
|
$259,606
0.12% of portfolio
|
Q3 2024
Reduced 8.41%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
5,627
shares
|
$258,504
0.14% of portfolio
|
Q4 2023
Reduced 3.02%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
5,615
shares
|
$257,953
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
5,557
shares
|
$255,288
0.2% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
5,541
shares
|
$254,553
0.01% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
5,529
shares
|
$254,002
0.0% of portfolio
|
Q3 2024
Reduced 23.59%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
5,489
shares
|
$252,164
0.03% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Oct 11, 2024 Q3 2024 |
5,486
shares
|
$252,026
0.09% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
5,480
shares
|
$251,751
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
5,430
shares
|
$249,454
0.01% of portfolio
|
Q2 2021
Reduced 98.53%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
5,425
shares
|
$249,224
0.03% of portfolio
|
Q3 2024
Reduced 95.71%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
5,262
shares
|
$241,736
0.07% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 30, 2024 Q3 2024 |
5,197
shares
|
$238,750
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
5,084
shares
|
$233,558
0.06% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Act Advisors, Llc.
|
Oct 18, 2024 Q3 2024 |
5,031
shares
|
$231,124
0.11% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
4,983
shares
|
$228,919
0.07% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
4,944
shares
|
$227,127
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
4,910
shares
|
$225,565
0.02% of portfolio
|
Q1 2024
New holding
|