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 |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
113,530
shares
|
$5.25 Million
0.16% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
113,280
shares
|
$5.23 Million
1.68% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
112,449
shares
|
$5.2 Million
2.8% of portfolio
|
Q2 2024
Reduced 59.61%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
112,410
shares
|
$5.19 Million
1.4% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
111,030
shares
|
$5.13 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Aug 13, 2025 Q2 2025 |
110,720
shares
|
$5.12 Million
2.16% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
110,150
shares
|
$5.09 Million
0.25% of portfolio
|
Q2 2025
Added 8.4%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
109,133
shares
|
$5.04 Million
0.13% of portfolio
|
Q2 2025
Added 155.66%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
108,441
shares
|
$5.01 Million
0.3% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Treasure Coast Financial Planning
|
Aug 14, 2025 Q2 2025 |
108,228
shares
|
$5 Million
2.86% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
108,045
shares
|
$4.99 Million
1.87% of portfolio
|
Q2 2025
Reduced 9.08%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
107,656
shares
|
$4.97 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
107,066
shares
|
$4.95 Million
0.0% of portfolio
|
Q2 2025
Reduced 42.56%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jul 30, 2025 Q2 2025 |
106,275
shares
|
$4.91 Million
2.49% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
105,756
shares
|
$4.89 Million
0.73% of portfolio
|
Q2 2025
Reduced 7.65%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
105,187
shares
|
$4.86 Million
0.87% of portfolio
|
Q2 2025
Added 1146.59%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
105,110
shares
|
$4.86 Million
0.13% of portfolio
|
Q2 2025
Added 102.8%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
104,457
shares
|
$4.83 Million
2.2% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
102,899
shares
|
$4.75 Million
0.04% of portfolio
|
Q2 2025
Reduced 28.21%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
99,782
shares
|
$4.61 Million
0.45% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Aug 14, 2025 Q2 2025 |
98,587
shares
|
$4.55 Million
4.3% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
97,973
shares
|
$4.53 Million
0.96% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Prism Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
94,914
shares
|
$4.39 Million
1.24% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
93,571
shares
|
$4.32 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
93,133
shares
|
$4.3 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.77%
|