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 559 institutions that hold shares in the stock, with a total of 155 Million shares, which have been reported (via 13F filing form) to have a value of $6.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Waterloo Capital, L.P.
Austin, TX |
May 13, 2024 Q1 2024 |
58,174
shares
|
$2.37 Million
0.31% of portfolio
|
Q1 2024
Reduced 3.65%
|
|
Dynamic Advisor Solutions LLC
|
Apr 12, 2024 Q1 2024 |
56,665
shares
|
$2.31 Million
0.08% of portfolio
|
Q1 2024
Reduced 79.65%
|
|
Financial Network Wealth Management LLC
Draper, UT |
May 09, 2024 Q1 2024 |
55,202
shares
|
$2.25 Million
1.09% of portfolio
|
Q1 2024
Reduced 74.06%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
54,641
shares
|
$2.22 Million
0.09% of portfolio
|
Q1 2024
Reduced 1.36%
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2024 Q1 2024 |
54,428
shares
|
$2.22 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Laurel Wealth Planning LLC
Edina, MN |
Apr 22, 2024 Q1 2024 |
54,371
shares
|
$2.21 Million
1.53% of portfolio
|
Q1 2024
Reduced 5.9%
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 13, 2024 Q1 2024 |
54,306
shares
|
$2.21 Million
0.19% of portfolio
|
Q1 2024
Reduced 5.51%
|
|
Continuum Advisory, LLC
Eagle, ID |
May 10, 2024 Q1 2024 |
53,688
shares
|
$2.19 Million
0.34% of portfolio
|
Q1 2024
Reduced 9.92%
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
May 15, 2024 Q1 2024 |
53,585
shares
|
$2.18 Million
1.27% of portfolio
|
Q1 2024
Reduced 52.58%
|
|
Bridge Advisory, LLC
|
Apr 16, 2024 Q1 2024 |
53,119
shares
|
$2.16 Million
1.12% of portfolio
|
Q1 2024
Reduced 12.59%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
52,925
shares
|
$2.15 Million
0.05% of portfolio
|
Q1 2024
Reduced 45.12%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
May 03, 2024 Q1 2024 |
51,517
shares
|
$2.1 Million
0.1% of portfolio
|
Q1 2024
Reduced 75.27%
|
|
Octavia Wealth Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
51,384
shares
|
$2.09 Million
0.32% of portfolio
|
Q1 2024
Reduced 91.22%
|
|
Bison Wealth, LLC
|
May 10, 2024 Q1 2024 |
51,305
shares
|
$2.09 Million
0.37% of portfolio
|
Q1 2024
Added 3.01%
|
|
Pacific Sun Financial Corp
|
May 01, 2024 Q1 2024 |
51,174
shares
|
$2.08 Million
1.35% of portfolio
|
Q1 2024
Reduced 0.87%
|
|
Accel Wealth Management
|
Apr 19, 2024 Q1 2024 |
51,146
shares
|
$2.08 Million
0.94% of portfolio
|
Q1 2024
Added 1.27%
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Apr 23, 2024 Q1 2024 |
50,876
shares
|
$2.07 Million
0.18% of portfolio
|
Q1 2024
Reduced 3.98%
|
|
Icapital Wealth LLC
Walnut Creek, CA |
May 03, 2024 Q1 2024 |
50,818
shares
|
$2.07 Million
1.29% of portfolio
|
Q1 2024
Reduced 10.88%
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Apr 12, 2024 Q1 2024 |
49,632
shares
|
$2.02 Million
0.88% of portfolio
|
Q1 2024
Reduced 0.55%
|
|
Fortress Wealth Group, LLC
Orlando, FL |
May 13, 2024 Q1 2024 |
49,144
shares
|
$2 Million
1.16% of portfolio
|
Q1 2024
Reduced 3.02%
|
|
Pfg Advisors
|
May 06, 2024 Q1 2024 |
48,954
shares
|
$1.99 Million
0.15% of portfolio
|
Q1 2024
Reduced 17.37%
|
|
Townsquare Capital LLC
|
May 15, 2024 Q1 2024 |
47,950
shares
|
$1.95 Million
0.03% of portfolio
|
Q1 2024
New holding
|
|
Park Avenue Securities LLC
|
Apr 10, 2024 Q1 2024 |
47,749
shares
|
$1.94 Million
0.03% of portfolio
|
Q1 2024
Reduced 6.42%
|
|
Natixis Advisors, L.P.
Boston, MA |
Apr 25, 2024 Q1 2024 |
46,322
shares
|
$1.89 Million
0.0% of portfolio
|
Q1 2024
Added 9.24%
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
46,122
shares
|
$1.88 Million
0.86% of portfolio
|
Q1 2024
Added 15.19%
|