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 |
|---|---|---|---|---|---|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
155,129
shares
|
$7.09 Million
1.96% of portfolio
|
Q2 2025
Reduced 20.36%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
154,560
shares
|
$7.07 Million
0.25% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
153,310
shares
|
$7.01 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
152,245
shares
|
$6.96 Million
0.0% of portfolio
|
Q1 2025
Added 21.28%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
150,135
shares
|
$6.87 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
143,337
shares
|
$6.55 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
141,400
shares
|
$6.47 Million
1.13% of portfolio
|
Q1 2024
Added 43.44%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
140,350
shares
|
$6.42 Million
0.09% of portfolio
|
Q1 2025
Reduced 15.09%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
140,159
shares
|
$6.41 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Moment Partners, LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
139,027
shares
|
$6.36 Million
1.23% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
136,925
shares
|
$6.26 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
136,778
shares
|
$6.25 Million
1.55% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
133,836
shares
|
$6.12 Million
2.47% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
132,542
shares
|
$6.06 Million
2.82% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
131,905
shares
|
$6.03 Million
2.66% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
125,955
shares
|
$5.76 Million
1.95% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Jul 03, 2025 Q2 2025 |
124,080
shares
|
$5.67 Million
3.07% of portfolio
|
Q2 2025
Reduced 20.55%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
121,194
shares
|
$5.54 Million
2.03% of portfolio
|
Q2 2025
Added 16.75%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
120,522
shares
|
$5.51 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
120,115
shares
|
$5.49 Million
0.45% of portfolio
|
Q2 2023
Reduced 15.59%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
120,115
shares
|
$5.49 Million
0.45% of portfolio
|
Q2 2023
Reduced 15.59%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
120,098
shares
|
$5.49 Million
0.0% of portfolio
|
Q1 2025
Added 181.34%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
118,836
shares
|
$5.43 Million
2.23% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
116,392
shares
|
$5.32 Million
1.62% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
115,023
shares
|
$5.26 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.77%
|