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 |
|---|---|---|---|---|---|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
335,558
shares
|
$15.5 Million
3.4% of portfolio
|
Q2 2025
Added 13.18%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
323,100
shares
|
$14.9 Million
0.01% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
319,289
shares
|
$14.8 Million
0.2% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
316,256
shares
|
$14.6 Million
0.11% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
298,003
shares
|
$13.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.94%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
295,360
shares
|
$13.6 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
283,907
shares
|
$13.1 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
283,723
shares
|
$13.1 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
278,627
shares
|
$12.9 Million
4.81% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
270,844
shares
|
$12.5 Million
0.29% of portfolio
|
Q2 2025
Reduced 36.41%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
268,684
shares
|
$12.4 Million
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Kaye Capital Management
El Segundo, CA |
Aug 12, 2025 Q2 2025 |
268,684
shares
|
$12.4 Million
5.26% of portfolio
|
Q2 2025
Reduced 5.13%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
264,455
shares
|
$12.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
248,087
shares
|
$11.5 Million
0.65% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
246,498
shares
|
$11.4 Million
0.16% of portfolio
|
Q2 2023
Reduced 23.92%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
245,987
shares
|
$11.4 Million
0.45% of portfolio
|
Q2 2025
Reduced 58.86%
|
|
|
Holistic Financial Partners
|
Aug 05, 2025 Q2 2025 |
245,277
shares
|
$11.3 Million
4.95% of portfolio
|
Q2 2025
Added 6.29%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
241,789
shares
|
$11.2 Million
0.8% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
241,113
shares
|
$11.1 Million
3.14% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
234,524
shares
|
$10.8 Million
0.92% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
233,947
shares
|
$10.8 Million
0.92% of portfolio
|
Q4 2022
Added 16.16%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
231,142
shares
|
$10.7 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
230,121
shares
|
$10.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 19.55%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
219,286
shares
|
$10.1 Million
4.41% of portfolio
|
Q1 2023
Reduced 5.02%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
211,479
shares
|
$9.77 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.23%
|