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 |
|---|---|---|---|---|---|
|
Owen La Rue, LLC
Elizabethtown, KY |
Nov 12, 2024 Q3 2024 |
10,040
shares
|
$444,069
0.27% of portfolio
|
Q3 2024
Added 35.0%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
9,900
shares
|
$437,876
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Oct 28, 2024 Q3 2024 |
9,752
shares
|
$431,330
0.23% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
9,646
shares
|
$426,642
0.04% of portfolio
|
Q3 2024
Reduced 14.77%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
9,569
shares
|
$423,236
0.31% of portfolio
|
Q3 2024
Reduced 18.88%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
9,413
shares
|
$416,336
0.1% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,398
shares
|
$415,673
0.11% of portfolio
|
Q4 2024
Reduced 75.89%
|
|
|
B&L Asset Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
9,382
shares
|
$414,965
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
9,347
shares
|
$413,417
0.03% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
9,232
shares
|
$408,331
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
9,232
shares
|
$408,331
0.29% of portfolio
|
Q3 2024
Reduced 7.97%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
9,221
shares
|
$407,844
0.11% of portfolio
|
Q3 2024
Reduced 32.09%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
9,188
shares
|
$406,385
0.01% of portfolio
|
Q4 2024
Reduced 16.47%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
9,179
shares
|
$405,987
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
9,147
shares
|
$404,571
0.02% of portfolio
|
Q3 2024
Reduced 9.91%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
8,986
shares
|
$397,450
0.1% of portfolio
|
Q1 2024
Reduced 7.47%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
8,981
shares
|
$397,229
0.04% of portfolio
|
Q4 2024
Reduced 9.97%
|
|
|
Columbia Advisory Partners LLC
|
Jan 13, 2025 Q4 2024 |
8,974
shares
|
$396,920
0.43% of portfolio
|
Q4 2024
Reduced 5.77%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
8,970
shares
|
$396,743
0.01% of portfolio
|
Q2 2024
Reduced 37.16%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
8,931
shares
|
$395,018
0.02% of portfolio
|
Q3 2024
Reduced 88.14%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
8,834
shares
|
$390,727
0.04% of portfolio
|
Q3 2024
Reduced 10.65%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
8,786
shares
|
$388,604
0.02% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
8,750
shares
|
$387,012
0.2% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
8,730
shares
|
$386,127
0.08% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
8,672
shares
|
$383,562
0.01% of portfolio
|
Q3 2024
Added 0.15%
|