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 |
|---|---|---|---|---|---|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
5,430
shares
|
$248,313
0.01% of portfolio
|
Q2 2021
Reduced 98.53%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
5,428
shares
|
$248,222
0.08% of portfolio
|
Q4 2024
Reduced 26.59%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
5,338
shares
|
$244,106
0.03% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
5,277
shares
|
$241,317
0.0% of portfolio
|
Q4 2024
Reduced 15.93%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
5,262
shares
|
$240,631
0.07% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
5,127
shares
|
$234,457
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
5,010
shares
|
$229,107
0.04% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
4,979
shares
|
$227,689
0.03% of portfolio
|
Q2 2025
Reduced 18.01%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
May 01, 2025 Q1 2025 |
4,943
shares
|
$226,043
0.17% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
4,882
shares
|
$223,253
0.02% of portfolio
|
Q1 2025
Reduced 77.44%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Apr 30, 2025 Q1 2025 |
4,877
shares
|
$223,025
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
4,837
shares
|
$221,196
0.05% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
4,825
shares
|
$220,647
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
4,801
shares
|
$219,549
0.01% of portfolio
|
Q1 2025
Reduced 12.29%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
4,781
shares
|
$218,635
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
4,769
shares
|
$218,086
0.0% of portfolio
|
Q1 2025
Added 79.62%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Apr 29, 2025 Q1 2025 |
4,768
shares
|
$218,040
0.08% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
4,689
shares
|
$214,427
0.0% of portfolio
|
Q1 2025
Reduced 14.25%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Apr 11, 2025 Q1 2025 |
4,688
shares
|
$214,382
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
4,643
shares
|
$212,324
0.02% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
4,641
shares
|
$212,232
0.06% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
4,628
shares
|
$211,638
0.01% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Alta Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
4,611
shares
|
$210,861
0.1% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
4,561
shares
|
$208,574
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
4,434
shares
|
$202,766
0.02% of portfolio
|
Q3 2018
New holding
|