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 |
|---|---|---|---|---|---|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
52,730
shares
|
$2.44 Million
1.18% of portfolio
|
Q2 2024
Reduced 1.6%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
52,237
shares
|
$2.41 Million
0.19% of portfolio
|
Q2 2025
Reduced 17.37%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Aug 13, 2025 Q2 2025 |
50,671
shares
|
$2.34 Million
1.36% of portfolio
|
Q2 2024
Reduced 0.29%
|
|
|
Finward Bancorp
Munster, IN |
Aug 18, 2025 Q2 2025 |
50,136
shares
|
$2.32 Million
1.77% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
49,648
shares
|
$2.29 Million
0.48% of portfolio
|
Q2 2025
Reduced 12.75%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
49,544
shares
|
$2.29 Million
1.22% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
48,762
shares
|
$2.25 Million
1.06% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
48,001
shares
|
$2.22 Million
0.76% of portfolio
|
Q1 2025
Reduced 11.44%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
47,714
shares
|
$2.2 Million
0.71% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
46,763
shares
|
$2.16 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Aug 08, 2025 Q2 2025 |
46,524
shares
|
$2.15 Million
1.23% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
46,493
shares
|
$2.15 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.57%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
46,455
shares
|
$2.15 Million
0.88% of portfolio
|
Q2 2025
Reduced 29.17%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
46,426
shares
|
$2.14 Million
0.21% of portfolio
|
Q2 2025
Reduced 17.9%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
46,122
shares
|
$2.13 Million
0.86% of portfolio
|
Q1 2024
Added 15.19%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
45,402
shares
|
$2.1 Million
0.05% of portfolio
|
Q3 2024
Reduced 21.47%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
45,142
shares
|
$2.09 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
45,055
shares
|
$2.08 Million
0.19% of portfolio
|
Q3 2023
Reduced 21.61%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
44,905
shares
|
$2.07 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
44,115
shares
|
$2.04 Million
0.5% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
43,583
shares
|
$2.01 Million
0.12% of portfolio
|
Q2 2025
Reduced 9.77%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
43,382
shares
|
$2 Million
0.56% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
42,563
shares
|
$1.97 Million
0.03% of portfolio
|
Q2 2025
Added 76.03%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Aug 13, 2025 Q2 2025 |
42,535
shares
|
$1.97 Million
9.03% of portfolio
|
Q2 2025
Reduced 73.04%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
42,433
shares
|
$1.96 Million
0.65% of portfolio
|
Q2 2025
Reduced 4.59%
|