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 |
|---|---|---|---|---|---|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
6,807
shares
|
$314,483
0.23% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
6,688
shares
|
$308,985
0.21% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
6,558
shares
|
$302,979
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
6,490
shares
|
$299,838
0.05% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
6,347
shares
|
$293,231
0.02% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
6,285
shares
|
$290,367
0.1% of portfolio
|
Q2 2025
Reduced 6.97%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
6,240
shares
|
$288,288
0.02% of portfolio
|
Q3 2021
Reduced 9.92%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Jul 31, 2025 Q2 2025 |
6,191
shares
|
$286,024
0.08% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
6,190
shares
|
$285,978
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Jul 28, 2025 Q2 2025 |
6,168
shares
|
$284,961
0.29% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2025 Q2 2025 |
6,158
shares
|
$284,499
0.04% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Aug 25, 2025 Q2 2025 |
6,127
shares
|
$283,067
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
6,117
shares
|
$282,605
0.01% of portfolio
|
Q2 2025
Reduced 7.68%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
6,096
shares
|
$281,635
0.11% of portfolio
|
Q1 2024
Added 6.78%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
5,968
shares
|
$275,721
0.02% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
5,929
shares
|
$273,919
0.08% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
5,887
shares
|
$271,979
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
5,827
shares
|
$269,207
0.24% of portfolio
|
Q2 2025
Reduced 10.04%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 11, 2025 Q2 2025 |
5,803
shares
|
$268,098
0.13% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
5,800
shares
|
$267,960
0.08% of portfolio
|
Q2 2023
Reduced 14.71%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
5,785
shares
|
$267,267
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
5,672
shares
|
$262,046
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
5,663
shares
|
$261,630
0.05% of portfolio
|
Q3 2022
Added 80.81%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,655
shares
|
$261,261
0.35% of portfolio
|
Q4 2022
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
5,648
shares
|
$260,937
0.08% of portfolio
|
Q2 2025
Added 4.05%
|