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 656 institutions that hold shares in the stock, with a total of 138 Million shares, which have been reported (via 13F filing form) to have a value of $6.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
141,400
shares
|
$6.49 Million
1.13% of portfolio
|
Q1 2024
Added 43.44%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
140,249
shares
|
$6.44 Million
1.15% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 07, 2025 Q3 2025 |
138,917
shares
|
$6.38 Million
2.68% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
138,329
shares
|
$6.35 Million
0.17% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
137,513
shares
|
$6.31 Million
0.6% of portfolio
|
Q3 2025
Reduced 8.08%
|
|
|
1776 Wealth LLC
|
Nov 06, 2025 Q3 2025 |
135,127
shares
|
$6.2 Million
2.51% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
131,956
shares
|
$6.06 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
130,487
shares
|
$5.99 Million
2.07% of portfolio
|
Q3 2025
Added 7.67%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
124,855
shares
|
$5.73 Million
1.11% of portfolio
|
Q3 2025
Reduced 9.42%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
124,801
shares
|
$5.73 Million
0.02% of portfolio
|
Q3 2025
Reduced 18.59%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
124,771
shares
|
$5.73 Million
0.15% of portfolio
|
Q3 2025
Added 7.65%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Oct 15, 2025 Q3 2025 |
123,323
shares
|
$5.66 Million
2.88% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
120,115
shares
|
$5.51 Million
0.45% of portfolio
|
Q2 2023
Reduced 15.59%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
120,115
shares
|
$5.51 Million
0.45% of portfolio
|
Q2 2023
Reduced 15.59%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
120,108
shares
|
$5.51 Million
0.13% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
117,468
shares
|
$5.39 Million
0.07% of portfolio
|
Q3 2025
Reduced 8.78%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
116,335
shares
|
$5.34 Million
0.12% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
112,449
shares
|
$5.16 Million
2.8% of portfolio
|
Q2 2024
Reduced 59.61%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
112,277
shares
|
$5.15 Million
1.59% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 27, 2025 Q3 2025 |
111,469
shares
|
$5.12 Million
2.22% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
109,796
shares
|
$5.04 Million
0.5% of portfolio
|
Q3 2025
Added 10.04%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
109,130
shares
|
$5.01 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
106,336
shares
|
$4.88 Million
0.08% of portfolio
|
Q3 2025
Reduced 22.34%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 05, 2025 Q3 2025 |
106,230
shares
|
$4.88 Million
1.19% of portfolio
|
Q3 2025
Reduced 5.5%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
105,652
shares
|
$4.85 Million
0.27% of portfolio
|
Q3 2025
Reduced 2.57%
|
|