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 |
|---|---|---|---|---|---|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
925
shares
|
$42,300
0.02% of portfolio
|
Q2 2025
Reduced 15.37%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
907
shares
|
$41,477
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
888
shares
|
$40,608
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
865
shares
|
$39,556
0.02% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
842
shares
|
$38,504
0.01% of portfolio
|
Q3 2024
Reduced 14.52%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
787
shares
|
$35,989
0.01% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
707
shares
|
$32,331
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
650
shares
|
$29,724
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
570
shares
|
$26,066
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
519
shares
|
$23,733
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
510
shares
|
$23,322
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
500
shares
|
$22,865
0.02% of portfolio
|
Q1 2025
Reduced 62.26%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
483
shares
|
$22,087
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
474
shares
|
$21,676
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
471
shares
|
$21,538
0.02% of portfolio
|
Q1 2025
Reduced 11.47%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
450
shares
|
$20,578
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
450
shares
|
$20,578
0.01% of portfolio
|
Q1 2025
Added 33.14%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
450
shares
|
$20,578
0.0% of portfolio
|
Q3 2023
Reduced 55.13%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
435
shares
|
$19,892
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
431
shares
|
$19,709
0.01% of portfolio
|
Q4 2024
Reduced 9.64%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
425
shares
|
$19,435
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
406
shares
|
$18,566
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
400
shares
|
$18,292
0.0% of portfolio
|
Q2 2025
Reduced 17.36%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
380
shares
|
$17,377
0.0% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
367
shares
|
$16,782
0.0% of portfolio
|
Q4 2024
Reduced 14.05%
|