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 |
|---|---|---|---|---|---|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
90,512
shares
|
$4.14 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
90,045
shares
|
$4.12 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
89,166
shares
|
$4.08 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
87,944
shares
|
$4.02 Million
0.1% of portfolio
|
Q4 2023
Added 0.55%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
86,348
shares
|
$3.95 Million
0.52% of portfolio
|
Q1 2025
Reduced 42.58%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
82,430
shares
|
$3.77 Million
0.6% of portfolio
|
Q1 2025
Reduced 7.63%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
82,099
shares
|
$3.75 Million
1.2% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
81,132
shares
|
$3.71 Million
0.15% of portfolio
|
Q1 2025
Reduced 50.44%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
80,842
shares
|
$3.7 Million
0.65% of portfolio
|
Q1 2025
Reduced 13.57%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
80,489
shares
|
$3.68 Million
2.85% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
80,334
shares
|
$3.67 Million
0.89% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
79,735
shares
|
$3.65 Million
2.79% of portfolio
|
Q1 2025
Reduced 23.55%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
77,631
shares
|
$3.55 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
76,714
shares
|
$3.51 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Kraematon Investment Advisors, Inc
|
Jul 22, 2025 Q2 2025 |
75,853
shares
|
$3.47 Million
3.42% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
75,770
shares
|
$3.46 Million
0.09% of portfolio
|
Q1 2025
Reduced 58.49%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
75,021
shares
|
$3.43 Million
0.35% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
74,665
shares
|
$3.41 Million
0.08% of portfolio
|
Q1 2025
Added 7.72%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
72,255
shares
|
$3.3 Million
1.13% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
72,016
shares
|
$3.29 Million
0.11% of portfolio
|
Q1 2025
Reduced 58.14%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
72,015
shares
|
$3.29 Million
0.0% of portfolio
|
Q1 2025
Added 375.88%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
70,923
shares
|
$3.24 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
70,719
shares
|
$3.23 Million
0.05% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
70,436
shares
|
$3.22 Million
0.07% of portfolio
|
Q1 2025
Reduced 17.83%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
68,174
shares
|
$3.12 Million
0.04% of portfolio
|
Q1 2025
Added 2.43%
|