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 |
|---|---|---|---|---|---|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
7,211
shares
|
$320,961
0.06% of portfolio
|
Q3 2024
Added 12.27%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
7,201
shares
|
$320,516
0.0% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
7,146
shares
|
$318,068
0.0% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
7,143
shares
|
$317,934
0.04% of portfolio
|
Q4 2024
Reduced 12.02%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
7,103
shares
|
$316,154
0.07% of portfolio
|
Q3 2024
Added 44.52%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
7,039
shares
|
$313,305
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Weitzel Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
6,954
shares
|
$309,522
0.15% of portfolio
|
Q1 2024
Reduced 1.49%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
6,885
shares
|
$306,451
0.1% of portfolio
|
Q3 2024
Added 19.78%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
6,873
shares
|
$305,917
0.29% of portfolio
|
Q3 2024
Reduced 18.24%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
6,846
shares
|
$304,715
0.09% of portfolio
|
Q4 2024
Reduced 12.15%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
6,821
shares
|
$303,602
0.05% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
6,804
shares
|
$302,846
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
6,715
shares
|
$298,884
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
6,660
shares
|
$296,436
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
6,575
shares
|
$292,653
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,525
shares
|
$290,427
0.0% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
6,479
shares
|
$288,380
0.11% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 12, 2024 Q3 2024 |
6,320
shares
|
$281,303
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
6,304
shares
|
$280,591
0.01% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
6,277
shares
|
$279,389
0.0% of portfolio
|
Q2 2024
Reduced 18.77%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
6,240
shares
|
$277,742
0.02% of portfolio
|
Q3 2021
Reduced 9.92%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
6,209
shares
|
$276,362
0.17% of portfolio
|
Q3 2024
Reduced 8.57%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
6,190
shares
|
$275,516
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
6,096
shares
|
$271,332
0.13% of portfolio
|
Q1 2024
Added 6.78%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
6,072
shares
|
$270,264
0.0% of portfolio
|
Q3 2024
Reduced 19.42%
|