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 |
|---|---|---|---|---|---|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
2,000
shares
|
$91,460
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,889
shares
|
$86,383
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
1,815
shares
|
$82,999
0.0% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
1,755
shares
|
$80,256
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
1,725
shares
|
$78,884
0.01% of portfolio
|
Q1 2024
Reduced 2.82%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
1,719
shares
|
$78,609
0.0% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
1,699
shares
|
$77,695
0.01% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
1,553
shares
|
$71,018
0.01% of portfolio
|
Q4 2022
Reduced 27.5%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
1,500
shares
|
$68,595
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
1,462
shares
|
$66,857
0.01% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
1,418
shares
|
$64,845
0.01% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,418
shares
|
$64,845
0.01% of portfolio
|
Q3 2024
Added 14.35%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,287
shares
|
$58,854
0.0% of portfolio
|
Q1 2025
Added 205.7%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
1,243
shares
|
$56,842
0.0% of portfolio
|
Q1 2025
Reduced 34.78%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
1,232
shares
|
$56,339
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,171
shares
|
$53,549
0.01% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
1,159
shares
|
$53,001
0.04% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
1,154
shares
|
$52,772
0.01% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
1,094
shares
|
$50,028
0.01% of portfolio
|
Q1 2024
Reduced 49.98%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,082
shares
|
$49,479
0.0% of portfolio
|
Q4 2022
Added 0.19%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
1,079
shares
|
$49,342
0.02% of portfolio
|
Q4 2024
Reduced 18.81%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,045
shares
|
$47,787
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
1,016
shares
|
$46,461
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
991
shares
|
$45,318
0.01% of portfolio
|
Q1 2024
Reduced 51.23%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
985
shares
|
$45,044
0.0% of portfolio
|
Q1 2025
New holding
|