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 656 institutions that hold shares in the stock, with a total of 137 Million shares, which have been reported (via 13F filing form) to have a value of $6.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 26, 2026 Q4 2025 |
309
shares
|
$14,186
0.0% of portfolio
|
Q4 2025
Added 0.98%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
305
shares
|
$14,002
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 27, 2026 Q4 2025 |
271
shares
|
$12,441
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
253
shares
|
$11,615
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 15, 2026 Q4 2025 |
244
shares
|
$11,202
0.01% of portfolio
|
Q4 2025
Added 0.83%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
243
shares
|
$11,156
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 14, 2026 Q4 2025 |
237
shares
|
$10,880
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
234
shares
|
$10,742
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jan 26, 2026 Q4 2025 |
228
shares
|
$10,467
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
200
shares
|
$9,182
0.0% of portfolio
|
Q4 2024
Reduced 88.01%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
200
shares
|
$9,182
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
178
shares
|
$8,171
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 20, 2026 Q4 2025 |
155
shares
|
$7,116
0.0% of portfolio
|
Q3 2025
Reduced 94.4%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
150
shares
|
$6,886
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
140
shares
|
$6,427
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO
|
Jan 26, 2026 Q4 2025 |
139
shares
|
$6,381
0.0% of portfolio
|
Q4 2025
Added 0.72%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
135
shares
|
$6,197
0.0% of portfolio
|
Q2 2025
Reduced 97.17%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
125
shares
|
$5,738
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
125
shares
|
$5,738
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 27, 2026 Q4 2025 |
120
shares
|
$5,509
0.0% of portfolio
|
Q4 2025
Reduced 78.95%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
113
shares
|
$5,187
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
109
shares
|
$5,004
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
97
shares
|
$4,453
0.0% of portfolio
|
Q3 2025
Added 14.12%
|
|
|
Nbt Bank N A
|
Jan 23, 2026 Q4 2025 |
92
shares
|
$4,223
0.0% of portfolio
|
Q3 2025
Reduced 99.28%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jan 23, 2026 Q4 2025 |
89
shares
|
$4,085
0.0% of portfolio
|
Q4 2025
Added 1.14%
|
|