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 |
|---|---|---|---|---|---|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,165
shares
|
$100,023
0.13% of portfolio
|
Q3 2022
Added 4.44%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
2,141
shares
|
$98,914
0.0% of portfolio
|
Q2 2025
Reduced 19.99%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
2,099
shares
|
$96,973
0.0% of portfolio
|
Q2 2025
Added 22.11%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
2,096
shares
|
$96,835
0.02% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
2,007
shares
|
$92,723
0.0% of portfolio
|
Q3 2024
Reduced 12.78%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
2,000
shares
|
$92,400
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
2,000
shares
|
$92,400
0.0% of portfolio
|
Q3 2024
Reduced 23.72%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
1,889
shares
|
$87,271
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
1,755
shares
|
$81,081
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
1,735
shares
|
$80,157
0.04% of portfolio
|
Q2 2025
Added 100.58%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
1,725
shares
|
$79,695
0.01% of portfolio
|
Q1 2024
Reduced 2.82%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
1,699
shares
|
$78,493
0.01% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
1,500
shares
|
$69,300
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,418
shares
|
$65,511
0.01% of portfolio
|
Q3 2024
Added 14.35%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
1,418
shares
|
$65,511
0.01% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
1,331
shares
|
$61,492
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,287
shares
|
$59,459
0.0% of portfolio
|
Q1 2025
Added 205.7%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
1,243
shares
|
$57,426
0.0% of portfolio
|
Q1 2025
Reduced 34.78%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
1,232
shares
|
$56,918
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
1,215
shares
|
$56,133
0.01% of portfolio
|
Q2 2025
Reduced 16.89%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,171
shares
|
$54,100
0.01% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
1,166
shares
|
$53,869
0.03% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
1,161
shares
|
$53,638
0.01% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
1,094
shares
|
$50,542
0.01% of portfolio
|
Q1 2024
Reduced 49.98%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,089
shares
|
$50,311
0.0% of portfolio
|
Q2 2025
New holding
|