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 |
|---|---|---|---|---|---|
|
Finward Bancorp
Munster, IN |
May 15, 2025 Q1 2025 |
50,211
shares
|
$2.3 Million
1.94% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
49,784
shares
|
$2.28 Million
1.34% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
49,648
shares
|
$2.27 Million
0.48% of portfolio
|
Q2 2025
Reduced 12.75%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
48,900
shares
|
$2.24 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
48,762
shares
|
$2.23 Million
1.06% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
48,242
shares
|
$2.21 Million
0.07% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Apr 24, 2025 Q1 2025 |
48,081
shares
|
$2.2 Million
1.48% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
48,001
shares
|
$2.2 Million
0.76% of portfolio
|
Q1 2025
Reduced 11.44%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
47,714
shares
|
$2.18 Million
0.71% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
47,607
shares
|
$2.18 Million
0.0% of portfolio
|
Q1 2025
Added 7.78%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
47,522
shares
|
$2.17 Million
0.53% of portfolio
|
Q1 2025
Added 266.63%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
46,763
shares
|
$2.14 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
46,493
shares
|
$2.13 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.57%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
46,122
shares
|
$2.11 Million
0.86% of portfolio
|
Q1 2024
Added 15.19%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
45,813
shares
|
$2.1 Million
0.16% of portfolio
|
Q1 2025
Reduced 24.86%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
45,402
shares
|
$2.08 Million
0.05% of portfolio
|
Q3 2024
Reduced 21.47%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
45,334
shares
|
$2.07 Million
0.22% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
45,055
shares
|
$2.06 Million
0.19% of portfolio
|
Q3 2023
Reduced 21.61%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
44,115
shares
|
$2.02 Million
0.5% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
43,583
shares
|
$1.99 Million
0.12% of portfolio
|
Q2 2025
Reduced 9.77%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
43,382
shares
|
$1.98 Million
0.56% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
42,686
shares
|
$1.95 Million
0.05% of portfolio
|
Q4 2024
Added 33.0%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
42,433
shares
|
$1.94 Million
0.65% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
41,960
shares
|
$1.92 Million
0.05% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
41,701
shares
|
$1.91 Million
0.44% of portfolio
|
Q1 2025
New holding
|