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 |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
210,934
shares
|
$9.75 Million
0.0% of portfolio
|
Q2 2025
Added 38.55%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
209,613
shares
|
$9.68 Million
0.08% of portfolio
|
Q2 2025
Added 10.55%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
203,106
shares
|
$9.38 Million
0.23% of portfolio
|
Q2 2025
Added 182.03%
|
|
|
Pcg Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
201,579
shares
|
$9.31 Million
4.64% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
200,487
shares
|
$9.26 Million
3.99% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
196,989
shares
|
$9.1 Million
0.27% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
196,387
shares
|
$9.07 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
189,231
shares
|
$8.74 Million
0.29% of portfolio
|
Q2 2020
Reduced 1.9%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
186,858
shares
|
$8.63 Million
3.09% of portfolio
|
Q1 2025
Added 7.71%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
181,963
shares
|
$8.41 Million
4.56% of portfolio
|
Q4 2022
Reduced 1.21%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
179,632
shares
|
$8.3 Million
5.76% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
176,165
shares
|
$8.14 Million
1.96% of portfolio
|
Q2 2025
Added 77.69%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
175,653
shares
|
$8.12 Million
6.59% of portfolio
|
Q2 2025
Reduced 28.34%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
174,355
shares
|
$8.06 Million
0.43% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
173,795
shares
|
$8.03 Million
1.47% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
163,534
shares
|
$7.56 Million
2.19% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
162,628
shares
|
$7.51 Million
0.1% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
160,671
shares
|
$7.42 Million
3.5% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
159,902
shares
|
$7.39 Million
0.42% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
159,248
shares
|
$7.36 Million
1.77% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
157,299
shares
|
$7.27 Million
2.12% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
155,129
shares
|
$7.17 Million
1.96% of portfolio
|
Q2 2025
Reduced 20.36%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
154,034
shares
|
$7.12 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
153,310
shares
|
$7.08 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
153,300
shares
|
$7.08 Million
0.03% of portfolio
|
Q2 2025
Reduced 41.25%
|