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 |
|---|---|---|---|---|---|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
355
shares
|
$16,234
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
336
shares
|
$15,365
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
315
shares
|
$14,404
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
300
shares
|
$13,718
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
300
shares
|
$13,718
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
271
shares
|
$12,392
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
256
shares
|
$11,706
0.0% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
241
shares
|
$11,020
0.01% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
237
shares
|
$10,838
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
234
shares
|
$10,700
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
200
shares
|
$9,146
0.0% of portfolio
|
Q4 2024
Reduced 88.01%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
200
shares
|
$9,146
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
189
shares
|
$8,642
0.0% of portfolio
|
Q1 2025
Added 250.0%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
178
shares
|
$8,139
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
171
shares
|
$7,819
0.0% of portfolio
|
Q1 2024
Reduced 75.64%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
166
shares
|
$7,591
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
150
shares
|
$6,859
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
148
shares
|
$6,768
0.0% of portfolio
|
Q3 2023
Reduced 76.73%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
140
shares
|
$6,402
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
125
shares
|
$5,716
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
125
shares
|
$5,716
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
113
shares
|
$5,167
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
107
shares
|
$4,893
0.01% of portfolio
|
Q1 2025
Added 148.84%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
104
shares
|
$4,755
0.0% of portfolio
|
Q1 2025
Reduced 55.56%
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
61
shares
|
$2,789
0.0% of portfolio
|
Q1 2022
New holding
|