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 |
|---|---|---|---|---|---|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
13,149
shares
|
$603,670
0.02% of portfolio
|
Q4 2023
Added 0.77%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
13,113
shares
|
$602,017
0.35% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
13,051
shares
|
$599,171
0.01% of portfolio
|
Q2 2025
Added 50.13%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
12,926
shares
|
$593,432
0.14% of portfolio
|
Q4 2025
Added 0.61%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2025 Q3 2025 |
12,903
shares
|
$592,376
0.3% of portfolio
|
Q3 2025
Reduced 26.98%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 25, 2025 Q3 2025 |
12,859
shares
|
$590,356
0.39% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
12,826
shares
|
$588,841
0.03% of portfolio
|
Q3 2025
Added 13.91%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
12,588
shares
|
$577,915
0.0% of portfolio
|
Q3 2025
Added 6.69%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
12,578
shares
|
$577,455
0.03% of portfolio
|
Q3 2025
Reduced 7.43%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
12,573
shares
|
$577,226
0.14% of portfolio
|
Q4 2025
Added 2.64%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
12,459
shares
|
$571,992
0.16% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
12,455
shares
|
$571,809
0.01% of portfolio
|
Q3 2025
Reduced 5.37%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 14, 2025 Q3 2025 |
12,269
shares
|
$563,269
0.41% of portfolio
|
Q3 2025
Reduced 5.96%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
12,268
shares
|
$563,223
0.01% of portfolio
|
Q3 2025
Added 16.47%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
12,255
shares
|
$562,627
0.12% of portfolio
|
Q4 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
12,221
shares
|
$561,066
0.03% of portfolio
|
Q3 2025
Added 30.27%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
12,204
shares
|
$560,285
0.02% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Oct 23, 2025 Q3 2025 |
12,157
shares
|
$558,127
0.36% of portfolio
|
Q3 2025
Reduced 29.57%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
12,140
shares
|
$557,347
0.01% of portfolio
|
Q2 2025
Added 23.69%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 04, 2025 Q3 2025 |
12,094
shares
|
$555,235
0.13% of portfolio
|
Q3 2025
Reduced 5.43%
|
|
|
Willner & Heller, LLC
|
Jan 12, 2026 Q4 2025 |
12,064
shares
|
$553,858
0.41% of portfolio
|
Q4 2025
Reduced 11.04%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
12,013
shares
|
$551,516
0.19% of portfolio
|
Q2 2025
Reduced 21.79%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
11,929
shares
|
$547,660
0.34% of portfolio
|
Q3 2025
Reduced 20.79%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
11,888
shares
|
$545,778
0.0% of portfolio
|
Q3 2025
Added 126.44%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
11,808
shares
|
$542,105
0.31% of portfolio
|
Q4 2024
Reduced 11.86%
|
|