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 555 institutions that hold shares in the stock, with a total of 142 Million shares, which have been reported (via 13F filing form) to have a value of $6.47 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
507
shares
|
$23,043
0.02% of portfolio
|
Q3 2022
Added 0.4%
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
502
shares
|
$22,815
0.0% of portfolio
|
Q4 2023
Reduced 3.83%
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 02, 2024 Q2 2024 |
500
shares
|
$22,725
0.01% of portfolio
|
Q4 2022
New holding
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2024 Q2 2024 |
467
shares
|
$21,225
0.01% of portfolio
|
Q1 2024
Added 1768.0%
|
|
Citizens National Bank Trust Department
|
Jul 22, 2024 Q2 2024 |
450
shares
|
$20,452
0.0% of portfolio
|
Q3 2023
Reduced 55.13%
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 07, 2024 Q2 2024 |
435
shares
|
$19,770
0.0% of portfolio
|
Q2 2024
New holding
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 12, 2024 Q2 2024 |
425
shares
|
$19,316
0.01% of portfolio
|
Q4 2018
New holding
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
421
shares
|
$19,134
0.0% of portfolio
|
Q2 2024
New holding
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 25, 2024 Q2 2024 |
388
shares
|
$17,634
0.01% of portfolio
|
Q2 2024
Added 0.26%
|
|
Kelly Financial Services LLC
Braintree, MA |
Aug 12, 2024 Q2 2024 |
359
shares
|
$16,316
0.01% of portfolio
|
Q2 2024
Reduced 8.88%
|
|
Princeton Global Asset Management LLC
|
Aug 12, 2024 Q2 2024 |
300
shares
|
$13,635
0.0% of portfolio
|
Q1 2022
New holding
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
280
shares
|
$12,726
0.0% of portfolio
|
Q2 2024
New holding
|
|
Salomon & Ludwin, LLC
|
Jul 25, 2024 Q2 2024 |
271
shares
|
$12,316
0.0% of portfolio
|
Q3 2023
New holding
|
|
Whittier Trust CO
|
Jul 26, 2024 Q2 2024 |
252
shares
|
$11,453
0.0% of portfolio
|
Q2 2024
Added 0.8%
|
|
Aspire Private Capital, LLC
|
Jul 15, 2024 Q2 2024 |
222
shares
|
$10,089
0.0% of portfolio
|
Q3 2020
New holding
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
200
shares
|
$9,090
0.0% of portfolio
|
Q3 2022
New holding
|
|
Nordwand Advisors, LLC
Radnor, PA |
Aug 05, 2024 Q2 2024 |
171
shares
|
$7,771
0.0% of portfolio
|
Q1 2024
Reduced 75.64%
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
168
shares
|
$7,635
0.01% of portfolio
|
Q2 2024
Added 0.6%
|
|
Jnba Financial Advisors
|
Jul 22, 2024 Q2 2024 |
150
shares
|
$6,817
0.0% of portfolio
|
Q4 2023
Reduced 69.14%
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 11, 2024 Q2 2024 |
148
shares
|
$6,726
0.0% of portfolio
|
Q3 2023
Reduced 76.73%
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
125
shares
|
$5,681
0.0% of portfolio
|
Q2 2024
New holding
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Jul 31, 2024 Q2 2024 |
100
shares
|
$4,545
0.0% of portfolio
|
Q2 2023
Added 72.0%
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 13, 2024 Q2 2024 |
95
shares
|
$4,317
0.0% of portfolio
|
Q2 2024
New holding
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 29, 2024 Q2 2024 |
65
shares
|
$2,954
0.0% of portfolio
|
Q2 2024
Reduced 98.25%
|
|
Eukles Asset Management
|
Aug 01, 2024 Q2 2024 |
61
shares
|
$2,772
0.0% of portfolio
|
Q1 2022
New holding
|