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 |
|---|---|---|---|---|---|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
4,630
shares
|
$213,906
0.0% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Alta Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
4,611
shares
|
$213,028
0.1% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jul 31, 2025 Q2 2025 |
4,561
shares
|
$210,718
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
4,519
shares
|
$208,777
0.01% of portfolio
|
Q2 2025
Reduced 5.87%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
4,434
shares
|
$204,850
0.02% of portfolio
|
Q3 2018
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
4,394
shares
|
$203,002
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
4,338
shares
|
$200,415
0.01% of portfolio
|
Q2 2025
Added 40.34%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
4,176
shares
|
$192,931
0.07% of portfolio
|
Q2 2025
Added 19.86%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
4,082
shares
|
$188,588
0.02% of portfolio
|
Q2 2025
Added 112.27%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
4,041
shares
|
$186,694
0.07% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
4,022
shares
|
$185,816
0.0% of portfolio
|
Q2 2025
Added 59.16%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,500
shares
|
$161,700
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
3,489
shares
|
$161,191
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
3,309
shares
|
$152,875
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
3,259
shares
|
$150,565
0.04% of portfolio
|
Q1 2025
Reduced 57.93%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
3,200
shares
|
$147,840
0.01% of portfolio
|
Q1 2024
Reduced 11.11%
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
3,095
shares
|
$142,989
0.02% of portfolio
|
Q4 2024
Added 209.5%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
2,941
shares
|
$135,874
0.05% of portfolio
|
Q4 2024
Reduced 7.28%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
2,770
shares
|
$127,974
0.02% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
2,733
shares
|
$126,264
0.01% of portfolio
|
Q2 2025
Reduced 83.92%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
2,600
shares
|
$120,120
0.03% of portfolio
|
Q1 2024
Reduced 7.96%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2,567
shares
|
$118,595
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
2,500
shares
|
$115,500
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
2,397
shares
|
$110,741
0.04% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Aug 04, 2025 Q2 2025 |
2,191
shares
|
$101,224
0.0% of portfolio
|
Q2 2025
Reduced 10.53%
|