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 |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
73,946
shares
|
$3.42 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
72,255
shares
|
$3.34 Million
1.13% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
71,743
shares
|
$3.31 Million
0.23% of portfolio
|
Q2 2025
Added 8.72%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
71,515
shares
|
$3.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
69,809
shares
|
$3.23 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
69,407
shares
|
$3.21 Million
0.08% of portfolio
|
Q2 2025
Reduced 7.04%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
68,041
shares
|
$3.14 Million
1.29% of portfolio
|
Q2 2025
Reduced 7.31%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
67,961
shares
|
$3.14 Million
0.94% of portfolio
|
Q1 2025
Reduced 10.47%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
67,939
shares
|
$3.14 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
66,547
shares
|
$3.07 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
64,382
shares
|
$2.97 Million
0.37% of portfolio
|
Q2 2025
Added 9.42%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
63,978
shares
|
$2.96 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
63,900
shares
|
$2.95 Million
1.13% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
63,850
shares
|
$2.95 Million
2.4% of portfolio
|
Q1 2023
Reduced 22.07%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
62,901
shares
|
$2.91 Million
0.05% of portfolio
|
Q2 2025
Added 4.71%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
60,326
shares
|
$2.79 Million
0.05% of portfolio
|
Q2 2025
Added 195.19%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
60,011
shares
|
$2.77 Million
1.23% of portfolio
|
Q2 2025
Reduced 22.57%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
58,330
shares
|
$2.69 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.92%
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
57,744
shares
|
$2.67 Million
0.52% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
56,155
shares
|
$2.59 Million
0.44% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
56,085
shares
|
$2.59 Million
0.55% of portfolio
|
Q2 2025
Added 18.02%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
56,067
shares
|
$2.59 Million
0.87% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
54,843
shares
|
$2.53 Million
0.13% of portfolio
|
Q2 2025
Reduced 8.22%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
53,577
shares
|
$2.48 Million
0.13% of portfolio
|
Q2 2025
Reduced 44.62%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
53,112
shares
|
$2.45 Million
0.08% of portfolio
|
Q2 2025
Reduced 20.45%
|