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 |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
318,348
shares
|
$14.6 Million
0.22% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
312,917
shares
|
$14.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 33.16%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
310,812
shares
|
$14.2 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
307,149
shares
|
$14 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
298,003
shares
|
$13.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.94%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
296,484
shares
|
$13.6 Million
3.31% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
286,054
shares
|
$13.1 Million
0.02% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
283,907
shares
|
$13 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
283,723
shares
|
$13 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Kaye Capital Management
El Segundo, CA |
May 02, 2025 Q1 2025 |
283,225
shares
|
$13 Million
5.94% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
278,627
shares
|
$12.7 Million
4.81% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
266,163
shares
|
$12.2 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
260,919
shares
|
$11.9 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
249,246
shares
|
$11.4 Million
0.87% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
248,087
shares
|
$11.3 Million
0.65% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
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%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
245,128
shares
|
$11.2 Million
7.73% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
241,113
shares
|
$11 Million
3.14% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
235,957
shares
|
$10.8 Million
0.13% of portfolio
|
Q1 2025
Added 8.29%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
234,524
shares
|
$10.7 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
|
$10.7 Million
0.92% of portfolio
|
Q4 2022
Added 16.16%
|
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
230,765
shares
|
$10.6 Million
5.08% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
219,286
shares
|
$10 Million
4.41% of portfolio
|
Q1 2023
Reduced 5.02%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
214,112
shares
|
$9.79 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
210,330
shares
|
$9.62 Million
0.31% of portfolio
|
Q1 2025
Reduced 10.11%
|