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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
764,215
shares
|
$33.8 Million
1.11% of portfolio
|
Q3 2024
Reduced 19.96%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
643,714
shares
|
$28.5 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
632,460
shares
|
$28 Million
0.07% of portfolio
|
Q3 2023
Reduced 13.56%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
516,719
shares
|
$22.9 Million
0.16% of portfolio
|
Q3 2024
Reduced 28.71%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
516,592
shares
|
$22.8 Million
0.26% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
511,784
shares
|
$22.6 Million
0.08% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
498,565
shares
|
$22.1 Million
0.36% of portfolio
|
Q2 2024
Reduced 1.77%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
491,225
shares
|
$21.7 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
488,892
shares
|
$21.6 Million
0.33% of portfolio
|
Q3 2024
Added 3183.8%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
485,874
shares
|
$21.5 Million
1.26% of portfolio
|
Q3 2024
Added 31.98%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
480,908
shares
|
$21.3 Million
5.65% of portfolio
|
Q2 2023
Reduced 2.78%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
474,231
shares
|
$21 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
471,910
shares
|
$20.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
463,732
shares
|
$20.5 Million
0.18% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
460,623
shares
|
$20.4 Million
2.29% of portfolio
|
Q3 2024
Reduced 7.95%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
458,079
shares
|
$20.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
450,777
shares
|
$19.9 Million
5.29% of portfolio
|
Q4 2024
Reduced 23.75%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
448,312
shares
|
$19.8 Million
1.32% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
436,866
shares
|
$19.3 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
418,853
shares
|
$18.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
393,828
shares
|
$17.4 Million
7.51% of portfolio
|
Q2 2024
Added 10.86%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
348,726
shares
|
$15.4 Million
0.11% of portfolio
|
Q3 2024
Reduced 24.88%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
345,892
shares
|
$15.3 Million
0.3% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
317,960
shares
|
$14.1 Million
0.14% of portfolio
|
Q3 2024
Reduced 17.47%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
310,360
shares
|
$13.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.81%
|