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 |
|---|---|---|---|---|---|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
68,041
shares
|
$3.11 Million
1.29% of portfolio
|
Q2 2025
Reduced 7.31%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
67,961
shares
|
$3.11 Million
0.94% of portfolio
|
Q1 2025
Reduced 10.47%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
67,443
shares
|
$3.08 Million
0.1% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
66,769
shares
|
$3.05 Million
0.17% of portfolio
|
Q1 2025
Reduced 15.31%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
65,987
shares
|
$3.02 Million
0.19% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
65,585
shares
|
$3 Million
1.52% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
63,900
shares
|
$2.92 Million
1.13% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
63,850
shares
|
$2.92 Million
2.4% of portfolio
|
Q1 2023
Reduced 22.07%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
62,973
shares
|
$2.88 Million
0.25% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
60,898
shares
|
$2.78 Million
0.59% of portfolio
|
Q1 2025
Reduced 15.35%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
60,326
shares
|
$2.76 Million
0.05% of portfolio
|
Q2 2025
Added 195.19%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
60,070
shares
|
$2.75 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
60,011
shares
|
$2.74 Million
1.23% of portfolio
|
Q2 2025
Reduced 22.57%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
59,758
shares
|
$2.73 Million
0.18% of portfolio
|
Q1 2025
Added 267.72%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
58,838
shares
|
$2.69 Million
0.36% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
58,330
shares
|
$2.67 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.92%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
56,752
shares
|
$2.6 Million
0.38% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
56,548
shares
|
$2.59 Million
0.29% of portfolio
|
Q1 2025
Reduced 9.82%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
56,067
shares
|
$2.56 Million
0.87% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
54,681
shares
|
$2.5 Million
0.21% of portfolio
|
Q1 2025
Added 785.38%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
53,577
shares
|
$2.45 Million
0.13% of portfolio
|
Q2 2025
Reduced 44.62%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
52,730
shares
|
$2.41 Million
1.18% of portfolio
|
Q2 2024
Reduced 1.6%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
52,237
shares
|
$2.39 Million
0.19% of portfolio
|
Q2 2025
Reduced 17.37%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
51,830
shares
|
$2.37 Million
0.07% of portfolio
|
Q1 2025
Added 21.23%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
50,671
shares
|
$2.32 Million
1.44% of portfolio
|
Q2 2024
Reduced 0.29%
|