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 659 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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
320,974
shares
|
$14.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
315,258
shares
|
$14.5 Million
3.05% of portfolio
|
Q3 2025
Reduced 6.05%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
310,460
shares
|
$14.3 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Wealth Care Investment Partners, LLC
|
Jan 06, 2026 Q4 2025 |
303,196
shares
|
$13.9 Million
4.31% of portfolio
|
Q4 2025
Added 4.07%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
296,303
shares
|
$13.6 Million
0.02% of portfolio
|
Q4 2025
Added 0.26%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
294,830
shares
|
$13.5 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
283,723
shares
|
$13 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
270,844
shares
|
$12.4 Million
0.29% of portfolio
|
Q2 2025
Reduced 36.41%
|
|
|
Kaye Capital Management
El Segundo, CA |
Aug 12, 2025 Q2 2025 |
268,684
shares
|
$12.3 Million
5.26% of portfolio
|
Q2 2025
Reduced 5.13%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
267,358
shares
|
$12.3 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
261,694
shares
|
$12 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
246,498
shares
|
$11.3 Million
0.16% of portfolio
|
Q2 2023
Reduced 23.92%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
246,175
shares
|
$11.3 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
245,110
shares
|
$11.3 Million
3.04% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 14, 2026 Q4 2025 |
244,182
shares
|
$11.2 Million
2.52% of portfolio
|
Q4 2025
Added 2.35%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
238,691
shares
|
$11 Million
0.55% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Holistic Financial Partners
|
Jan 07, 2026 Q4 2025 |
236,240
shares
|
$10.8 Million
4.13% of portfolio
|
Q4 2025
Reduced 5.76%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
235,127
shares
|
$10.8 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
233,947
shares
|
$10.7 Million
0.92% of portfolio
|
Q4 2022
Added 16.16%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
229,446
shares
|
$10.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
228,545
shares
|
$10.5 Million
0.79% of portfolio
|
Q4 2025
Reduced 0.65%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
219,286
shares
|
$10.1 Million
4.41% of portfolio
|
Q1 2023
Reduced 5.02%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
212,336
shares
|
$9.75 Million
0.02% of portfolio
|
Q3 2025
Added 8.12%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
211,600
shares
|
$9.71 Million
0.03% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Concentrum Wealth Management
|
Nov 10, 2025 Q3 2025 |
208,039
shares
|
$9.55 Million
2.78% of portfolio
|
Q3 2025
Added 11.34%
|
|