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 |
|---|---|---|---|---|---|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
19,139
shares
|
$878,671
0.0% of portfolio
|
Q3 2025
Reduced 8.92%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
19,045
shares
|
$874,355
0.19% of portfolio
|
Q1 2024
Reduced 60.64%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jan 16, 2026 Q4 2025 |
19,022
shares
|
$873,300
0.14% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
18,720
shares
|
$859,435
0.03% of portfolio
|
Q3 2025
Reduced 59.97%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
18,602
shares
|
$854,017
0.42% of portfolio
|
Q2 2023
Reduced 8.87%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Nov 10, 2025 Q3 2025 |
18,195
shares
|
$835,332
0.16% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
18,189
shares
|
$835,056
0.02% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
18,152
shares
|
$833,358
0.47% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
18,109
shares
|
$831,384
0.02% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
17,977
shares
|
$825,324
0.01% of portfolio
|
Q3 2025
Reduced 13.38%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 20, 2026 Q4 2025 |
17,633
shares
|
$809,531
0.32% of portfolio
|
Q4 2025
Added 1.21%
|
|
|
Encompass Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
17,500
shares
|
$803,424
0.28% of portfolio
|
Q1 2021
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
17,396
shares
|
$798,650
0.08% of portfolio
|
Q4 2023
Reduced 0.57%
|
|
|
Jvl Associates LLC
|
Jan 09, 2026 Q4 2025 |
17,394
shares
|
$798,558
0.26% of portfolio
|
Q4 2025
New holding
|
|
|
Santori & Peters, Inc.
|
Jan 15, 2026 Q4 2025 |
17,244
shares
|
$791,672
0.28% of portfolio
|
Q4 2025
Reduced 5.86%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
17,088
shares
|
$784,510
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
16,426
shares
|
$754,117
0.06% of portfolio
|
Q3 2024
Added 4144.44%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
16,376
shares
|
$751,822
0.35% of portfolio
|
Q1 2024
Reduced 6.26%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jan 09, 2026 Q4 2025 |
16,357
shares
|
$750,949
0.43% of portfolio
|
Q4 2025
Reduced 5.17%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
16,252
shares
|
$746,129
0.18% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
16,208
shares
|
$744,109
0.27% of portfolio
|
Q3 2024
Added 86.08%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
16,073
shares
|
$737,911
0.03% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
16,049
shares
|
$736,809
0.0% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
16,019
shares
|
$735,432
0.0% of portfolio
|
Q3 2025
Added 81.89%
|
|
|
Sargent Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
15,999
shares
|
$734,514
0.11% of portfolio
|
Q2 2025
Reduced 3.15%
|
|