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 |
|---|---|---|---|---|---|
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
Jan 07, 2026 Q4 2025 |
34,780
shares
|
$1.6 Million
1.57% of portfolio
|
Q4 2025
Added 9.39%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
34,667
shares
|
$1.59 Million
1.39% of portfolio
|
Q4 2024
Added 19.62%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
33,188
shares
|
$1.52 Million
0.05% of portfolio
|
Q4 2025
Reduced 11.73%
|
|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
32,807
shares
|
$1.51 Million
0.51% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
32,721
shares
|
$1.5 Million
0.1% of portfolio
|
Q4 2023
Added 0.01%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
32,376
shares
|
$1.49 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
32,272
shares
|
$1.48 Million
0.06% of portfolio
|
Q3 2025
Reduced 18.33%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
31,933
shares
|
$1.47 Million
0.05% of portfolio
|
Q4 2025
Reduced 0.81%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
31,747
shares
|
$1.46 Million
0.21% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
31,703
shares
|
$1.46 Million
0.7% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
31,382
shares
|
$1.44 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 20, 2026 Q4 2025 |
31,306
shares
|
$1.44 Million
0.13% of portfolio
|
Q4 2025
Reduced 6.19%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
31,281
shares
|
$1.44 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.25%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
31,248
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
31,107
shares
|
$1.43 Million
0.1% of portfolio
|
Q3 2025
Reduced 8.37%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
31,057
shares
|
$1.43 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
30,825
shares
|
$1.42 Million
0.56% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 14, 2025 Q3 2025 |
30,808
shares
|
$1.41 Million
0.59% of portfolio
|
Q3 2025
Reduced 7.69%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
30,648
shares
|
$1.41 Million
0.4% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
30,522
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2025
Added 341.64%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jan 20, 2026 Q4 2025 |
30,424
shares
|
$1.4 Million
1.0% of portfolio
|
Q4 2025
Added 83.14%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
30,270
shares
|
$1.39 Million
0.66% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
30,141
shares
|
$1.38 Million
0.83% of portfolio
|
Q1 2023
Reduced 1.43%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
29,762
shares
|
$1.37 Million
0.47% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
29,533
shares
|
$1.36 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.1%
|
|