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 |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
152,495
shares
|
$7.05 Million
0.0% of portfolio
|
Q2 2025
Added 26.98%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
152,017
shares
|
$7.02 Million
0.05% of portfolio
|
Q2 2025
Added 45.28%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
150,905
shares
|
$6.97 Million
0.24% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
149,603
shares
|
$6.91 Million
0.69% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
148,785
shares
|
$6.87 Million
0.71% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
143,081
shares
|
$6.61 Million
0.19% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
141,400
shares
|
$6.53 Million
1.13% of portfolio
|
Q1 2024
Added 43.44%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
139,349
shares
|
$6.44 Million
1.17% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
137,837
shares
|
$6.37 Million
1.36% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
137,777
shares
|
$6.37 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
137,719
shares
|
$6.36 Million
1.55% of portfolio
|
Q2 2025
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
136,925
shares
|
$6.33 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
1776 Wealth LLC
|
Aug 08, 2025 Q2 2025 |
135,153
shares
|
$6.24 Million
2.59% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
133,836
shares
|
$6.18 Million
2.47% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
131,905
shares
|
$6.09 Million
2.66% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
128,777
shares
|
$5.95 Million
0.07% of portfolio
|
Q2 2025
Reduced 8.25%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Jul 03, 2025 Q2 2025 |
124,080
shares
|
$5.73 Million
3.07% of portfolio
|
Q2 2025
Reduced 20.55%
|
|
|
Clg LLC
Long Beach, CA |
Aug 14, 2025 Q2 2025 |
121,998
shares
|
$5.64 Million
1.7% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
121,850
shares
|
$5.63 Million
0.2% of portfolio
|
Q2 2025
Added 50.19%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
121,194
shares
|
$5.6 Million
2.03% of portfolio
|
Q2 2025
Added 16.75%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
120,115
shares
|
$5.55 Million
0.45% of portfolio
|
Q2 2023
Reduced 15.59%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
120,115
shares
|
$5.55 Million
0.45% of portfolio
|
Q2 2023
Reduced 15.59%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
116,201
shares
|
$5.37 Million
0.14% of portfolio
|
Q2 2025
Added 13.32%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
115,902
shares
|
$5.35 Million
0.16% of portfolio
|
Q2 2025
Added 6.19%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
115,023
shares
|
$5.31 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.77%
|