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 |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
24,547
shares
|
$1.09 Million
0.02% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
24,520
shares
|
$1.09 Million
0.1% of portfolio
|
Q2 2021
Added 18.65%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
24,028
shares
|
$1.07 Million
0.21% of portfolio
|
Q3 2024
Added 78.18%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
23,941
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.64%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
23,623
shares
|
$1.05 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jan 22, 2025 Q4 2024 |
23,313
shares
|
$1.04 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
23,142
shares
|
$1.03 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jan 22, 2025 Q4 2024 |
22,763
shares
|
$1.01 Million
0.78% of portfolio
|
Q4 2024
Reduced 17.46%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
22,507
shares
|
$1 Million
0.6% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
22,290
shares
|
$992,127
0.1% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
22,286
shares
|
$991,949
0.05% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
21,833
shares
|
$971,786
0.31% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
21,659
shares
|
$964,042
0.04% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
21,644
shares
|
$963,374
0.07% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
21,335
shares
|
$949,620
0.0% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
20,384
shares
|
$907,291
0.42% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
20,315
shares
|
$904,220
0.02% of portfolio
|
Q3 2024
Added 10.06%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
20,172
shares
|
$897,855
0.0% of portfolio
|
Q3 2024
Reduced 60.36%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
19,399
shares
|
$863,449
0.14% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
19,320
shares
|
$859,933
0.03% of portfolio
|
Q4 2024
Added 151.4%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
19,286
shares
|
$858,419
0.02% of portfolio
|
Q4 2024
Added 27.28%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
19,076
shares
|
$849,072
0.76% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
19,045
shares
|
$847,692
0.19% of portfolio
|
Q1 2024
Reduced 60.64%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
18,927
shares
|
$842,440
0.4% of portfolio
|
Q3 2024
Added 11.47%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
18,870
shares
|
$839,903
0.53% of portfolio
|
Q3 2024
Added 5.71%
|