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 |
|---|---|---|---|---|---|
|
Intellus Advisors LLC
Naples, FL |
Aug 12, 2025 Q2 2025 |
660,409
shares
|
$30.5 Million
4.4% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
655,488
shares
|
$30.3 Million
0.82% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
632,460
shares
|
$29.2 Million
0.07% of portfolio
|
Q3 2023
Reduced 13.56%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
590,603
shares
|
$27.3 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
518,881
shares
|
$24 Million
0.07% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
517,551
shares
|
$23.9 Million
3.67% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
502,705
shares
|
$23.2 Million
0.3% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
498,565
shares
|
$23 Million
0.36% of portfolio
|
Q2 2024
Reduced 1.77%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
494,509
shares
|
$22.8 Million
0.77% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
480,908
shares
|
$22.2 Million
5.65% of portfolio
|
Q2 2023
Reduced 2.78%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
480,517
shares
|
$22.2 Million
0.03% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
478,883
shares
|
$22.1 Million
0.15% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
477,604
shares
|
$22.1 Million
2.6% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
463,901
shares
|
$21.4 Million
0.01% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
447,429
shares
|
$20.7 Million
0.11% of portfolio
|
Q2 2025
Reduced 11.89%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
429,241
shares
|
$19.8 Million
0.01% of portfolio
|
Q2 2025
Added 31.3%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
423,722
shares
|
$19.6 Million
0.37% of portfolio
|
Q2 2025
Added 102.59%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
420,598
shares
|
$19.4 Million
0.99% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
414,756
shares
|
$19.2 Million
2.07% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
410,722
shares
|
$19 Million
0.1% of portfolio
|
Q2 2025
Added 14.61%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
407,623
shares
|
$18.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.78%
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
400,802
shares
|
$18.5 Million
4.55% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
371,926
shares
|
$17.2 Million
0.25% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jul 15, 2025 Q2 2025 |
353,372
shares
|
$16.3 Million
8.76% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Aug 12, 2025 Q2 2025 |
352,820
shares
|
$16.3 Million
8.09% of portfolio
|
Q2 2025
Added 76.16%
|