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 593 institutions that hold shares in the stock, with a total of 137 Million shares, which have been reported (via 13F filing form) to have a value of $6.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
38,859
shares
|
$1.73 Million
0.01% of portfolio
|
Q4 2024
Reduced 12.66%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
38,477
shares
|
$1.71 Million
0.35% of portfolio
|
Q3 2024
Added 13.76%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
38,437
shares
|
$1.71 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
38,437
shares
|
$1.71 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Walker Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
38,073
shares
|
$1.69 Million
1.11% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
37,695
shares
|
$1.68 Million
0.68% of portfolio
|
Q1 2024
Reduced 18.6%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
37,492
shares
|
$1.67 Million
0.19% of portfolio
|
Q3 2024
Reduced 15.75%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
37,089
shares
|
$1.65 Million
0.06% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
36,794
shares
|
$1.64 Million
0.76% of portfolio
|
Q4 2024
Reduced 27.67%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
35,739
shares
|
$1.59 Million
0.61% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
35,049
shares
|
$1.56 Million
0.28% of portfolio
|
Q3 2024
Reduced 31.69%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
34,907
shares
|
$1.55 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
34,865
shares
|
$1.55 Million
0.07% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
33,806
shares
|
$1.5 Million
0.61% of portfolio
|
Q4 2024
Added 41.52%
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
33,543
shares
|
$1.49 Million
0.47% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
33,408
shares
|
$1.49 Million
0.05% of portfolio
|
Q4 2024
Reduced 73.78%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
33,088
shares
|
$1.47 Million
0.04% of portfolio
|
Q3 2024
Reduced 68.79%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
32,721
shares
|
$1.46 Million
0.1% of portfolio
|
Q4 2023
Added 0.01%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
32,504
shares
|
$1.45 Million
0.01% of portfolio
|
Q3 2024
Reduced 20.91%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
32,339
shares
|
$1.44 Million
0.68% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
32,173
shares
|
$1.43 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
32,165
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
31,909
shares
|
$1.42 Million
0.69% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
31,766
shares
|
$1.41 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.67%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
30,733
shares
|
$1.37 Million
0.79% of portfolio
|
Q4 2024
Added 0.31%
|