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 593 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 $6.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
8,730
shares
|
$388,572
0.08% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
8,672
shares
|
$385,990
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
8,655
shares
|
$385,234
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
8,571
shares
|
$381,495
0.1% of portfolio
|
Q4 2024
Reduced 7.05%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
8,557
shares
|
$380,872
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
8,500
shares
|
$378,335
0.11% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
8,443
shares
|
$375,797
0.02% of portfolio
|
Q3 2024
Reduced 9.91%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
8,383
shares
|
$373,127
0.16% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
8,174
shares
|
$363,824
0.11% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
8,170
shares
|
$363,646
0.07% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 21, 2025 Q4 2024 |
8,148
shares
|
$362,667
0.26% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
8,030
shares
|
$357,415
0.03% of portfolio
|
Q3 2024
Reduced 32.53%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
7,908
shares
|
$351,985
0.0% of portfolio
|
Q4 2024
Added 64.68%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
7,893
shares
|
$351,317
0.05% of portfolio
|
Q4 2024
Reduced 69.31%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
7,865
shares
|
$350,071
0.04% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
7,808
shares
|
$347,534
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
7,746
shares
|
$344,774
0.05% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
7,643
shares
|
$340,189
0.01% of portfolio
|
Q4 2024
Reduced 34.84%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
7,584
shares
|
$337,563
0.12% of portfolio
|
Q3 2023
Added 22.22%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
7,513
shares
|
$334,403
0.1% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Jan 31, 2025 Q4 2024 |
7,319
shares
|
$325,768
0.16% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
7,256
shares
|
$322,964
0.0% of portfolio
|
Q2 2023
Reduced 7.98%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
7,254
shares
|
$322,875
0.07% of portfolio
|
Q4 2024
Added 28.19%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
7,253
shares
|
$322,831
0.16% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
7,237
shares
|
$322,118
0.01% of portfolio
|
Q3 2024
New holding
|