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 |
|---|---|---|---|---|---|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
11,718
shares
|
$537,973
0.13% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
11,697
shares
|
$537,009
0.19% of portfolio
|
Q3 2025
Reduced 7.83%
|
|
|
Sfg Wealth Management, Llc.
|
Nov 13, 2025 Q3 2025 |
11,644
shares
|
$534,576
0.25% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
11,637
shares
|
$534,254
0.07% of portfolio
|
Q3 2025
Reduced 55.78%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 16, 2026 Q4 2025 |
11,617
shares
|
$533,336
0.12% of portfolio
|
Q4 2025
Reduced 9.72%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
11,612
shares
|
$533,106
0.18% of portfolio
|
Q3 2025
Reduced 6.33%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
11,508
shares
|
$528,332
0.01% of portfolio
|
Q2 2024
Added 4.05%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
11,182
shares
|
$513,365
0.03% of portfolio
|
Q3 2025
Reduced 5.7%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
11,169
shares
|
$512,768
0.35% of portfolio
|
Q3 2025
Reduced 20.59%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
11,136
shares
|
$511,253
0.1% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
11,060
shares
|
$507,764
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
10,853
shares
|
$498,261
0.24% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
10,772
shares
|
$494,542
0.03% of portfolio
|
Q3 2025
Reduced 11.56%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
10,693
shares
|
$490,915
0.22% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
10,649
shares
|
$488,895
0.0% of portfolio
|
Q2 2025
Added 64.31%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 20, 2026 Q4 2025 |
10,580
shares
|
$485,727
0.04% of portfolio
|
Q4 2025
Added 0.69%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
10,570
shares
|
$485,268
0.01% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
10,493
shares
|
$481,733
0.11% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
10,236
shares
|
$469,934
0.01% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
10,146
shares
|
$465,802
0.23% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
10,138
shares
|
$465,435
0.15% of portfolio
|
Q4 2025
Reduced 1.27%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
9,962
shares
|
$457,355
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Nov 06, 2025 Q3 2025 |
9,922
shares
|
$455,519
0.21% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
9,851
shares
|
$452,259
0.08% of portfolio
|
Q3 2025
Reduced 27.51%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 24, 2025 Q3 2025 |
9,775
shares
|
$448,770
0.09% of portfolio
|
Q3 2025
New holding
|
|