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 587 institutions that hold shares in the stock, with a total of 135 Million shares, which have been reported (via 13F filing form) to have a value of $5.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
17,775
shares
|
$786,188
0.5% of portfolio
|
Q3 2024
Reduced 9.28%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
17,715
shares
|
$783,534
0.39% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Encompass Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
17,500
shares
|
$774,025
0.29% of portfolio
|
Q1 2021
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
17,396
shares
|
$769,425
0.08% of portfolio
|
Q4 2023
Reduced 0.57%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
17,342
shares
|
$767,036
0.11% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
17,269
shares
|
$763,807
0.37% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
17,226
shares
|
$761,905
0.33% of portfolio
|
Q3 2024
Reduced 9.64%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
17,218
shares
|
$761,552
0.2% of portfolio
|
Q4 2023
Reduced 1.71%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
16,915
shares
|
$748,150
0.49% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
16,868
shares
|
$746,071
0.42% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 06, 2024 Q3 2024 |
16,546
shares
|
$731,829
0.59% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 13, 2024 Q3 2024 |
16,500
shares
|
$729,795
0.57% of portfolio
|
Q3 2024
Reduced 7.88%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
16,376
shares
|
$724,310
0.35% of portfolio
|
Q1 2024
Reduced 6.26%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
16,208
shares
|
$716,879
0.27% of portfolio
|
Q3 2024
Added 86.08%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
16,008
shares
|
$708,033
0.06% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
15,844
shares
|
$700,780
0.17% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
15,482
shares
|
$684,768
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
15,449
shares
|
$683,309
0.5% of portfolio
|
Q3 2024
Added 15.02%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
15,214
shares
|
$672,915
0.09% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
15,176
shares
|
$671,234
0.24% of portfolio
|
Q4 2022
Reduced 97.49%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
15,153
shares
|
$670,217
0.02% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
15,124
shares
|
$668,934
0.33% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
15,018
shares
|
$664,246
0.0% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
14,858
shares
|
$657,169
0.54% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Oct 30, 2024 Q3 2024 |
14,797
shares
|
$654,471
0.4% of portfolio
|
Q3 2024
Added 29.59%
|