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 |
|---|---|---|---|---|---|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,082
shares
|
$49,988
0.0% of portfolio
|
Q4 2022
Added 0.19%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
1,079
shares
|
$49,849
0.02% of portfolio
|
Q4 2024
Reduced 18.81%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,045
shares
|
$48,279
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Winnow Wealth LLC
Waco, TX |
Aug 12, 2025 Q2 2025 |
1,016
shares
|
$46,939
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
1,016
shares
|
$46,939
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
991
shares
|
$45,784
0.01% of portfolio
|
Q1 2024
Reduced 51.23%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
925
shares
|
$42,735
0.02% of portfolio
|
Q2 2025
Reduced 15.37%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
842
shares
|
$38,900
0.01% of portfolio
|
Q3 2024
Reduced 14.52%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
827
shares
|
$38,207
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
790
shares
|
$36,498
0.01% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
707
shares
|
$32,663
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
650
shares
|
$30,030
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
570
shares
|
$26,334
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
537
shares
|
$24,809
0.0% of portfolio
|
Q2 2025
Reduced 45.48%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
522
shares
|
$24,116
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
519
shares
|
$23,977
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
515
shares
|
$23,793
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
510
shares
|
$23,562
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
500
shares
|
$23,100
0.02% of portfolio
|
Q1 2025
Reduced 62.26%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
483
shares
|
$22,314
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
474
shares
|
$21,898
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
471
shares
|
$21,760
0.02% of portfolio
|
Q1 2025
Reduced 11.47%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
450
shares
|
$20,790
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
450
shares
|
$20,790
0.0% of portfolio
|
Q3 2023
Reduced 55.13%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
435
shares
|
$20,097
0.0% of portfolio
|
Q2 2024
New holding
|