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 584 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $6.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Nov 12, 2024 Q3 2024 |
110,319
shares
|
$5.1 Million
3.23% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
109,985
shares
|
$5.09 Million
0.36% of portfolio
|
Q3 2024
Reduced 6.3%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
109,641
shares
|
$5.07 Million
3.99% of portfolio
|
Q3 2024
Reduced 23.65%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
109,312
shares
|
$5.05 Million
0.01% of portfolio
|
Q3 2024
Added 99.18%
|
|
|
Treasure Coast Financial Planning
|
Nov 12, 2024 Q3 2024 |
108,278
shares
|
$5.01 Million
3.04% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Ballew Advisors, Inc
|
Oct 10, 2024 Q3 2024 |
108,192
shares
|
$5 Million
3.37% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
108,018
shares
|
$4.99 Million
0.11% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
102,378
shares
|
$4.73 Million
0.51% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
101,438
shares
|
$4.69 Million
2.27% of portfolio
|
Q3 2024
Added 43.14%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
100,498
shares
|
$4.65 Million
0.16% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
100,144
shares
|
$4.63 Million
1.11% of portfolio
|
Q3 2024
Added 18.26%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
99,671
shares
|
$4.61 Million
1.96% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
98,114
shares
|
$4.54 Million
0.14% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
96,414
shares
|
$4.46 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
96,263
shares
|
$4.45 Million
0.09% of portfolio
|
Q3 2024
Added 57.27%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
91,816
shares
|
$4.25 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
90,799
shares
|
$4.2 Million
0.63% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
88,403
shares
|
$4.09 Million
0.96% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
87,944
shares
|
$4.07 Million
0.1% of portfolio
|
Q4 2023
Added 0.55%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
87,442
shares
|
$4.04 Million
0.11% of portfolio
|
Q3 2024
Added 9.31%
|
|
|
Cottonwood Capital Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
87,049
shares
|
$4.03 Million
3.1% of portfolio
|
Q3 2024
Reduced 10.49%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
87,038
shares
|
$4.02 Million
0.33% of portfolio
|
Q3 2024
Reduced 17.83%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
86,069
shares
|
$3.98 Million
0.09% of portfolio
|
Q3 2024
Added 9.3%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
85,710
shares
|
$3.96 Million
0.77% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
81,215
shares
|
$3.76 Million
0.51% of portfolio
|
Q3 2024
Added 48.25%
|