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 |
|---|---|---|---|---|---|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
114,513
shares
|
$5.24 Million
0.88% of portfolio
|
Q1 2025
Reduced 45.88%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Apr 15, 2025 Q1 2025 |
114,461
shares
|
$5.23 Million
2.47% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
113,280
shares
|
$5.18 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
|
$5.14 Million
2.8% of portfolio
|
Q2 2024
Reduced 59.61%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
111,024
shares
|
$5.08 Million
0.34% of portfolio
|
Q1 2025
Reduced 3.96%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
110,698
shares
|
$5.06 Million
0.16% of portfolio
|
Q1 2025
Reduced 16.95%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
110,189
shares
|
$5.04 Million
0.16% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
109,145
shares
|
$4.99 Million
0.2% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Treasure Coast Financial Planning
|
May 05, 2025 Q1 2025 |
107,795
shares
|
$4.93 Million
3.02% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Apr 29, 2025 Q1 2025 |
107,359
shares
|
$4.91 Million
2.95% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
106,027
shares
|
$4.85 Million
2.52% of portfolio
|
Q1 2025
Reduced 22.31%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
104,635
shares
|
$4.78 Million
0.05% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
102,538
shares
|
$4.69 Million
0.14% of portfolio
|
Q1 2025
Added 7.9%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
101,619
shares
|
$4.65 Million
0.25% of portfolio
|
Q1 2025
Added 60.14%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
100,898
shares
|
$4.61 Million
0.5% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
100,115
shares
|
$4.58 Million
0.63% of portfolio
|
Q1 2025
Reduced 16.44%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
98,316
shares
|
$4.5 Million
3.63% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
97,973
shares
|
$4.48 Million
0.96% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
May 15, 2025 Q1 2025 |
95,288
shares
|
$4.36 Million
4.49% of portfolio
|
Q1 2025
Added 50.43%
|
|
|
Prism Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
94,914
shares
|
$4.34 Million
1.24% of portfolio
|
Q2 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
94,812
shares
|
$4.34 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
94,459
shares
|
$4.32 Million
0.29% of portfolio
|
Q1 2025
Reduced 9.29%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
94,264
shares
|
$4.31 Million
0.14% of portfolio
|
Q4 2024
Reduced 10.49%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
93,846
shares
|
$4.29 Million
0.11% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
90,894
shares
|
$4.16 Million
0.14% of portfolio
|
Q1 2025
Added 15.18%
|