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 630 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 $6.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Variant Private Wealth, LLC
Tysons, VA |
Apr 17, 2025 Q1 2025 |
6,373
shares
|
$291,437
0.3% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
6,347
shares
|
$290,248
0.02% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
6,306
shares
|
$288,373
0.04% of portfolio
|
Q1 2025
Reduced 11.72%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
6,285
shares
|
$287,413
0.1% of portfolio
|
Q2 2025
Reduced 6.97%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
6,240
shares
|
$285,355
0.02% of portfolio
|
Q3 2021
Reduced 9.92%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
6,190
shares
|
$283,068
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
6,183
shares
|
$282,748
0.1% of portfolio
|
Q1 2025
Reduced 9.53%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2025 Q2 2025 |
6,158
shares
|
$281,605
0.04% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
6,096
shares
|
$278,770
0.13% of portfolio
|
Q1 2024
Added 6.78%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
6,072
shares
|
$277,672
0.0% of portfolio
|
Q1 2025
Reduced 9.79%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
6,049
shares
|
$276,620
0.03% of portfolio
|
Q4 2024
Added 10.2%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
5,929
shares
|
$271,133
0.08% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
5,905
shares
|
$270,035
0.02% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
5,800
shares
|
$265,234
0.08% of portfolio
|
Q2 2023
Reduced 14.71%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
5,800
shares
|
$265,234
0.15% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
5,785
shares
|
$264,548
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
5,666
shares
|
$259,106
0.02% of portfolio
|
Q1 2025
Reduced 46.05%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
5,663
shares
|
$258,968
0.05% of portfolio
|
Q3 2022
Added 80.81%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,655
shares
|
$258,603
0.35% of portfolio
|
Q4 2022
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
5,627
shares
|
$257,322
0.14% of portfolio
|
Q4 2023
Reduced 3.02%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
5,615
shares
|
$256,773
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
5,603
shares
|
$256,225
0.02% of portfolio
|
Q2 2025
Added 23.85%
|
|
|
Oxler Private Wealth LLC
New York, NY |
May 07, 2025 Q1 2025 |
5,554
shares
|
$253,984
0.1% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
5,522
shares
|
$252,521
0.03% of portfolio
|
Q2 2025
Reduced 14.51%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
5,480
shares
|
$250,600
0.04% of portfolio
|
Q2 2024
New holding
|