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 657 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 $6.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
39,690
shares
|
$1.82 Million
0.76% of portfolio
|
Q3 2025
Added 7.3%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2026 Q4 2025 |
39,529
shares
|
$1.81 Million
0.13% of portfolio
|
Q4 2025
Reduced 8.98%
|
|
|
Accel Wealth Management
|
Jan 20, 2026 Q4 2025 |
39,465
shares
|
$1.81 Million
0.53% of portfolio
|
Q4 2025
Reduced 2.32%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
39,200
shares
|
$1.8 Million
0.12% of portfolio
|
Q3 2023
Added 2.41%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
38,762
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2025
Reduced 45.8%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
38,461
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2025
Added 16.47%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
38,151
shares
|
$1.75 Million
0.29% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
37,853
shares
|
$1.74 Million
0.03% of portfolio
|
Q3 2025
Reduced 11.07%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
37,373
shares
|
$1.72 Million
0.21% of portfolio
|
Q3 2025
Reduced 10.32%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Oct 30, 2025 Q3 2025 |
37,114
shares
|
$1.7 Million
0.79% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
36,981
shares
|
$1.7 Million
0.06% of portfolio
|
Q4 2025
Reduced 0.92%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
36,530
shares
|
$1.68 Million
0.1% of portfolio
|
Q3 2025
Reduced 7.1%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
36,512
shares
|
$1.68 Million
0.09% of portfolio
|
Q3 2025
Reduced 7.1%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
36,457
shares
|
$1.67 Million
0.06% of portfolio
|
Q3 2025
Added 31.98%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
36,118
shares
|
$1.66 Million
0.12% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
35,989
shares
|
$1.65 Million
0.06% of portfolio
|
Q4 2025
Reduced 2.5%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
35,821
shares
|
$1.64 Million
0.13% of portfolio
|
Q3 2025
Reduced 31.43%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
35,741
shares
|
$1.64 Million
0.09% of portfolio
|
Q4 2025
Reduced 10.1%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
35,741
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2025
Reduced 52.65%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
35,672
shares
|
$1.64 Million
0.08% of portfolio
|
Q3 2025
Reduced 6.35%
|
|
|
Walker Asset Management, LLC
|
Jan 16, 2026 Q4 2025 |
35,508
shares
|
$1.63 Million
0.99% of portfolio
|
Q4 2025
Reduced 2.47%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
35,198
shares
|
$1.62 Million
0.56% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
35,159
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
34,984
shares
|
$1.61 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
34,907
shares
|
$1.6 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|