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 656 institutions that hold shares in the stock, with a total of 138 Million shares, which have been reported (via 13F filing form) to have a value of $6.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
69,941
shares
|
$3.21 Million
0.38% of portfolio
|
Q3 2025
Added 8.63%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
69,684
shares
|
$3.2 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
66,681
shares
|
$3.06 Million
0.06% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
66,238
shares
|
$3.04 Million
0.17% of portfolio
|
Q3 2025
Added 47.51%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2025 Q3 2025 |
65,561
shares
|
$3.01 Million
1.12% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
65,028
shares
|
$2.99 Million
0.6% of portfolio
|
Q3 2025
Added 15.95%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
64,758
shares
|
$2.97 Million
0.05% of portfolio
|
Q3 2025
Reduced 16.36%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
64,749
shares
|
$2.97 Million
0.89% of portfolio
|
Q3 2025
Reduced 4.73%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
64,517
shares
|
$2.96 Million
0.07% of portfolio
|
Q3 2025
Reduced 7.05%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
63,850
shares
|
$2.93 Million
2.4% of portfolio
|
Q1 2023
Reduced 22.07%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
62,909
shares
|
$2.89 Million
1.65% of portfolio
|
Q3 2025
Reduced 18.66%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Nov 13, 2025 Q3 2025 |
61,720
shares
|
$2.83 Million
1.51% of portfolio
|
Q3 2025
Added 45.1%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
61,451
shares
|
$2.82 Million
0.02% of portfolio
|
Q4 2025
Added 0.76%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
61,331
shares
|
$2.82 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.14%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
61,182
shares
|
$2.81 Million
0.0% of portfolio
|
Q3 2025
Added 35.53%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
59,710
shares
|
$2.74 Million
0.51% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
59,699
shares
|
$2.74 Million
1.11% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
58,117
shares
|
$2.67 Million
0.15% of portfolio
|
Q3 2025
Reduced 47.24%
|
|
|
Clg LLC
Long Beach, CA |
Nov 14, 2025 Q3 2025 |
56,993
shares
|
$2.62 Million
0.72% of portfolio
|
Q3 2025
Reduced 53.28%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
56,726
shares
|
$2.6 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.97%
|
|
|
E Rn Financial, LLC
|
Oct 30, 2025 Q3 2025 |
56,292
shares
|
$2.58 Million
0.53% of portfolio
|
Q3 2025
Added 13.38%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
56,067
shares
|
$2.57 Million
0.87% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 27, 2025 Q3 2025 |
55,164
shares
|
$2.53 Million
1.01% of portfolio
|
Q3 2025
Reduced 18.93%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
54,879
shares
|
$2.52 Million
0.4% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
52,730
shares
|
$2.42 Million
1.18% of portfolio
|
Q2 2024
Reduced 1.6%
|
|