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 |
|---|---|---|---|---|---|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
431
shares
|
$19,912
0.01% of portfolio
|
Q4 2024
Reduced 9.64%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
425
shares
|
$19,635
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
406
shares
|
$18,757
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
400
shares
|
$18,480
0.0% of portfolio
|
Q2 2025
Reduced 17.36%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
400
shares
|
$18,480
0.01% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
382
shares
|
$17,648
0.0% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
367
shares
|
$16,955
0.0% of portfolio
|
Q4 2024
Reduced 14.05%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
355
shares
|
$16,401
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
336
shares
|
$15,523
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
335
shares
|
$15,477
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
331
shares
|
$15,292
0.0% of portfolio
|
Q2 2025
Reduced 90.85%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
320
shares
|
$14,784
0.0% of portfolio
|
Q2 2025
Reduced 82.37%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
315
shares
|
$14,553
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
300
shares
|
$13,860
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
300
shares
|
$13,860
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
271
shares
|
$12,520
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
241
shares
|
$11,134
0.01% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Silicon Valley Capital Partners
|
Sep 11, 2025 Q2 2025 |
238
shares
|
$10,995
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
237
shares
|
$10,949
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
234
shares
|
$10,810
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
200
shares
|
$9,240
0.0% of portfolio
|
Q4 2024
Reduced 88.01%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
200
shares
|
$9,240
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
189
shares
|
$8,731
0.0% of portfolio
|
Q1 2025
Added 250.0%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
178
shares
|
$8,223
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
166
shares
|
$7,669
0.0% of portfolio
|
Q1 2025
New holding
|