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 |
|---|---|---|---|---|---|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
5,627
shares
|
$259,967
0.14% of portfolio
|
Q4 2023
Reduced 3.02%
|
|
|
Maltin Wealth Management, Inc.
|
Aug 06, 2025 Q2 2025 |
5,615
shares
|
$259,413
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
5,603
shares
|
$258,858
0.02% of portfolio
|
Q2 2025
Added 23.85%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
5,585
shares
|
$258,027
0.09% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
5,522
shares
|
$255,116
0.03% of portfolio
|
Q2 2025
Reduced 14.51%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
5,499
shares
|
$254,053
0.02% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
5,480
shares
|
$253,176
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
5,430
shares
|
$250,866
0.01% of portfolio
|
Q2 2021
Reduced 98.53%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
5,428
shares
|
$250,773
0.0% of portfolio
|
Q2 2025
Reduced 46.87%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
5,414
shares
|
$250,126
0.01% of portfolio
|
Q2 2025
Reduced 27.93%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
5,277
shares
|
$243,797
0.0% of portfolio
|
Q4 2024
Reduced 15.93%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
5,250
shares
|
$242,550
0.0% of portfolio
|
Q2 2025
Reduced 83.43%
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
5,040
shares
|
$232,848
0.04% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
4,979
shares
|
$230,029
0.03% of portfolio
|
Q2 2025
Reduced 18.01%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
4,891
shares
|
$225,964
0.02% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Aug 12, 2025 Q2 2025 |
4,877
shares
|
$225,317
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
4,837
shares
|
$223,469
0.05% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jul 31, 2025 Q2 2025 |
4,825
shares
|
$222,915
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
4,793
shares
|
$221,436
0.02% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Engineers Gate Manager LP
New York, NY |
Aug 14, 2025 Q2 2025 |
4,789
shares
|
$221,251
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
4,781
shares
|
$220,882
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2025 Q2 2025 |
4,774
shares
|
$220,558
0.07% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jul 30, 2025 Q2 2025 |
4,688
shares
|
$216,585
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
4,653
shares
|
$214,968
0.15% of portfolio
|
Q2 2025
Reduced 9.25%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
4,641
shares
|
$214,414
0.06% of portfolio
|
Q1 2025
Added 0.15%
|