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 584 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $6.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
510
shares
|
$23,133
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
507
shares
|
$22,997
0.02% of portfolio
|
Q3 2022
Added 0.4%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
500
shares
|
$22,680
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
461
shares
|
$20,910
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
450
shares
|
$20,412
0.0% of portfolio
|
Q3 2023
Reduced 55.13%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
435
shares
|
$19,731
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
427
shares
|
$19,368
0.0% of portfolio
|
Q3 2024
Reduced 14.94%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
425
shares
|
$19,278
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
421
shares
|
$19,096
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
389
shares
|
$17,645
0.01% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
387
shares
|
$17,554
0.0% of portfolio
|
Q3 2024
Added 4144.44%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
375
shares
|
$17,010
0.0% of portfolio
|
Q3 2024
Reduced 39.9%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
355
shares
|
$16,102
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
300
shares
|
$13,608
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
271
shares
|
$12,292
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
253
shares
|
$11,476
0.0% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
222
shares
|
$10,069
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
200
shares
|
$9,072
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Nov 01, 2024 Q3 2024 |
171
shares
|
$7,756
0.0% of portfolio
|
Q1 2024
Reduced 75.64%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
169
shares
|
$7,665
0.01% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
158
shares
|
$7,166
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
150
shares
|
$6,804
0.0% of portfolio
|
Q4 2023
Reduced 69.14%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
148
shares
|
$6,713
0.0% of portfolio
|
Q3 2023
Reduced 76.73%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
125
shares
|
$5,670
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
94
shares
|
$4,263
0.0% of portfolio
|
Q3 2024
New holding
|