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 |
|---|---|---|---|---|---|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2,567
shares
|
$118,698
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
2,500
shares
|
$115,600
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
2,377
shares
|
$109,912
0.04% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
2,252
shares
|
$104,132
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
2,194
shares
|
$101,450
0.0% of portfolio
|
Q4 2023
Reduced 28.97%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,165
shares
|
$100,109
0.13% of portfolio
|
Q3 2022
Added 4.44%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
2,007
shares
|
$92,803
0.0% of portfolio
|
Q3 2024
Reduced 12.78%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
2,000
shares
|
$92,480
0.0% of portfolio
|
Q3 2024
Reduced 23.72%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
1,923
shares
|
$88,919
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
1,889
shares
|
$87,347
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
1,877
shares
|
$86,792
0.0% of portfolio
|
Q3 2024
Reduced 21.5%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
1,755
shares
|
$81,151
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
1,725
shares
|
$79,764
0.01% of portfolio
|
Q1 2024
Reduced 2.82%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
1,683
shares
|
$77,821
0.01% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,668
shares
|
$77,128
0.01% of portfolio
|
Q1 2024
Reduced 27.13%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
1,615
shares
|
$74,677
0.06% of portfolio
|
Q3 2024
Reduced 23.46%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
1,598
shares
|
$73,891
0.02% of portfolio
|
Q3 2024
Reduced 41.74%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
1,553
shares
|
$71,810
0.01% of portfolio
|
Q4 2022
Reduced 27.5%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
1,500
shares
|
$69,360
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,499
shares
|
$69,313
0.0% of portfolio
|
Q3 2024
Reduced 45.59%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,460
shares
|
$67,510
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
1,453
shares
|
$67,186
0.02% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,418
shares
|
$65,568
0.01% of portfolio
|
Q3 2024
Added 14.35%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
1,409
shares
|
$65,152
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
1,329
shares
|
$61,452
0.03% of portfolio
|
Q1 2024
Added 1.45%
|