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 |
|---|---|---|---|---|---|
|
Schrum Private Wealth Management LLC
|
Nov 07, 2025 Q3 2025 |
7,009
shares
|
$321,783
0.24% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
6,929
shares
|
$318,110
0.05% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
6,732
shares
|
$309,066
0.05% of portfolio
|
Q3 2025
Added 14.35%
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
6,697
shares
|
$307,459
0.2% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
6,666
shares
|
$306,036
0.01% of portfolio
|
Q3 2025
Reduced 26.81%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 20, 2026 Q4 2025 |
6,654
shares
|
$305,485
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
6,650
shares
|
$305,301
0.05% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
6,470
shares
|
$297,037
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 12, 2026 Q4 2025 |
6,466
shares
|
$296,854
0.2% of portfolio
|
Q4 2025
Reduced 1.58%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
6,413
shares
|
$294,420
0.07% of portfolio
|
Q4 2025
Added 1.99%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
6,299
shares
|
$289,187
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
6,297
shares
|
$289,095
0.05% of portfolio
|
Q3 2025
Reduced 7.52%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
6,240
shares
|
$286,478
0.02% of portfolio
|
Q3 2021
Reduced 9.92%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Oct 29, 2025 Q3 2025 |
6,202
shares
|
$284,733
0.26% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
6,190
shares
|
$284,182
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 28, 2025 Q3 2025 |
6,158
shares
|
$282,713
0.04% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 17, 2025 Q3 2025 |
6,127
shares
|
$281,290
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
6,048
shares
|
$277,663
0.02% of portfolio
|
Q4 2025
Added 2.01%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
5,964
shares
|
$273,807
0.08% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
5,954
shares
|
$273,348
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
5,936
shares
|
$272,521
0.02% of portfolio
|
Q3 2025
Reduced 84.73%
|
|
|
Peak Financial Management, Inc.
|
Oct 09, 2025 Q3 2025 |
5,892
shares
|
$270,501
0.08% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
5,828
shares
|
$267,563
0.01% of portfolio
|
Q4 2025
Added 1357.0%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
5,806
shares
|
$266,553
0.12% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
5,785
shares
|
$265,589
0.05% of portfolio
|
Q3 2023
New holding
|
|