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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,118
shares
|
$188,316
0.01% of portfolio
|
Q1 2025
Added 182.05%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
4,082
shares
|
$186,669
0.02% of portfolio
|
Q2 2025
Added 112.27%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
4,041
shares
|
$184,794
0.08% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
4,022
shares
|
$183,926
0.0% of portfolio
|
Q2 2025
Added 59.16%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
3,618
shares
|
$165,451
0.01% of portfolio
|
Q1 2025
Added 10.04%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,500
shares
|
$160,055
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
3,489
shares
|
$159,551
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
3,484
shares
|
$159,323
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
3,309
shares
|
$151,320
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
3,259
shares
|
$149,034
0.04% of portfolio
|
Q1 2025
Reduced 57.93%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
3,200
shares
|
$146,336
0.01% of portfolio
|
Q1 2024
Reduced 11.11%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
3,148
shares
|
$143,958
0.0% of portfolio
|
Q1 2024
Reduced 3.02%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
3,095
shares
|
$141,534
0.02% of portfolio
|
Q4 2024
Added 209.5%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
3,091
shares
|
$141,351
0.01% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
2,770
shares
|
$126,672
0.02% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
2,676
shares
|
$122,373
0.0% of portfolio
|
Q1 2025
Reduced 42.87%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
2,600
shares
|
$118,897
0.03% of portfolio
|
Q1 2024
Reduced 7.96%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2,567
shares
|
$117,388
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
2,500
shares
|
$114,324
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
2,449
shares
|
$111,992
0.0% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
2,394
shares
|
$109,477
0.04% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,165
shares
|
$99,005
0.13% of portfolio
|
Q3 2022
Added 4.44%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
2,096
shares
|
$95,850
0.02% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
2,007
shares
|
$91,780
0.0% of portfolio
|
Q3 2024
Reduced 12.78%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
2,000
shares
|
$91,460
0.0% of portfolio
|
Q3 2024
Reduced 23.72%
|