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 636 institutions that hold shares in the stock, with a total of 145 Million shares, which have been reported (via 13F filing form) to have a value of $6.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
152,777
shares
|
$6.85 Million
1.74% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
150,945
shares
|
$6.77 Million
0.22% of portfolio
|
Q4 2024
Reduced 12.75%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
150,437
shares
|
$6.75 Million
0.06% of portfolio
|
Q4 2024
Reduced 43.96%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
150,380
shares
|
$6.74 Million
0.92% of portfolio
|
Q4 2024
Reduced 18.14%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
148,414
shares
|
$6.65 Million
0.23% of portfolio
|
Q4 2024
Reduced 23.44%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
142,914
shares
|
$6.41 Million
2.72% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
142,507
shares
|
$6.39 Million
0.04% of portfolio
|
Q4 2024
Reduced 10.79%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
142,044
shares
|
$6.37 Million
3.16% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
141,400
shares
|
$6.34 Million
1.13% of portfolio
|
Q1 2024
Added 43.44%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
140,396
shares
|
$6.3 Million
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
139,433
shares
|
$6.25 Million
1.47% of portfolio
|
Q4 2024
New holding
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
136,471
shares
|
$6.12 Million
3.1% of portfolio
|
Q4 2024
Reduced 19.15%
|
|
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
136,273
shares
|
$6.11 Million
2.63% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
134,220
shares
|
$6.02 Million
0.17% of portfolio
|
Q4 2024
Reduced 12.1%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
133,294
shares
|
$5.98 Million
0.19% of portfolio
|
Q4 2024
Added 15.1%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
125,527
shares
|
$5.63 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.59%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
125,086
shares
|
$5.61 Million
0.2% of portfolio
|
Q4 2024
Reduced 10.66%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
124,788
shares
|
$5.6 Million
2.71% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
121,681
shares
|
$5.46 Million
0.34% of portfolio
|
Q4 2024
Reduced 10.67%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
120,690
shares
|
$5.41 Million
2.23% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
120,115
shares
|
$5.39 Million
0.45% of portfolio
|
Q2 2023
Reduced 15.59%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
120,115
shares
|
$5.39 Million
0.45% of portfolio
|
Q2 2023
Reduced 15.59%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
119,806
shares
|
$5.37 Million
0.7% of portfolio
|
Q4 2024
Added 47.52%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
119,579
shares
|
$5.36 Million
1.77% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
116,248
shares
|
$5.21 Million
1.47% of portfolio
|
Q4 2024
Reduced 4.73%
|