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 |
|---|---|---|---|---|---|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
93,126
shares
|
$4.3 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
89,840
shares
|
$4.15 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
89,615
shares
|
$4.14 Million
0.12% of portfolio
|
Q2 2025
Reduced 47.27%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
89,166
shares
|
$4.12 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
87,944
shares
|
$4.06 Million
0.1% of portfolio
|
Q4 2023
Added 0.55%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
87,795
shares
|
$4.06 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
87,794
shares
|
$4.06 Million
0.53% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
86,288
shares
|
$3.99 Million
0.47% of portfolio
|
Q2 2025
Reduced 13.81%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
86,041
shares
|
$3.98 Million
0.31% of portfolio
|
Q2 2025
Added 12.16%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
83,961
shares
|
$3.88 Million
3.0% of portfolio
|
Q2 2025
Reduced 14.6%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
83,214
shares
|
$3.84 Million
0.09% of portfolio
|
Q2 2025
Reduced 11.33%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
82,655
shares
|
$3.82 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
82,099
shares
|
$3.79 Million
1.2% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
80,334
shares
|
$3.71 Million
0.89% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
80,223
shares
|
$3.71 Million
0.32% of portfolio
|
Q2 2025
Added 27.39%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
80,147
shares
|
$3.7 Million
0.01% of portfolio
|
Q2 2025
Added 13.01%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
79,997
shares
|
$3.7 Million
0.61% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
78,749
shares
|
$3.64 Million
2.56% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
77,631
shares
|
$3.59 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
77,428
shares
|
$3.58 Million
0.07% of portfolio
|
Q2 2025
Added 9.93%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
77,343
shares
|
$3.57 Million
2.37% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Kraematon Investment Advisors, Inc
|
Jul 22, 2025 Q2 2025 |
75,853
shares
|
$3.5 Million
3.42% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
75,487
shares
|
$3.49 Million
0.0% of portfolio
|
Q2 2025
Added 120.61%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
75,132
shares
|
$3.47 Million
0.3% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
74,808
shares
|
$3.46 Million
0.39% of portfolio
|
Q2 2025
Reduced 13.36%
|