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 |
|---|---|---|---|---|---|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
4,973
shares
|
$219,955
0.04% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
4,910
shares
|
$217,169
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
4,885
shares
|
$216,063
0.02% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Oct 03, 2024 Q3 2024 |
4,810
shares
|
$212,746
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Autumn Glory Partners, LLC
|
Oct 24, 2024 Q3 2024 |
4,776
shares
|
$211,242
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2024 Q3 2024 |
4,764
shares
|
$210,711
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
4,736
shares
|
$209,473
0.09% of portfolio
|
Q4 2024
Reduced 16.19%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jan 17, 2025 Q4 2024 |
4,688
shares
|
$207,350
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
4,671
shares
|
$206,598
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
4,653
shares
|
$205,802
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
4,634
shares
|
$204,961
0.07% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 18, 2024 Q3 2024 |
4,561
shares
|
$201,733
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
4,435
shares
|
$196,160
0.0% of portfolio
|
Q3 2024
Reduced 12.46%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
4,434
shares
|
$196,115
0.02% of portfolio
|
Q3 2018
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
4,418
shares
|
$195,408
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
4,418
shares
|
$195,408
0.0% of portfolio
|
Q3 2024
Reduced 17.71%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
4,041
shares
|
$178,733
0.08% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,500
shares
|
$154,805
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
3,463
shares
|
$153,168
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
3,200
shares
|
$141,536
0.01% of portfolio
|
Q1 2024
Reduced 11.11%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
3,200
shares
|
$141,536
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
3,148
shares
|
$139,236
0.0% of portfolio
|
Q1 2024
Reduced 3.02%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
3,091
shares
|
$136,714
0.01% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
2,851
shares
|
$126,099
0.0% of portfolio
|
Q3 2024
Reduced 29.41%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
2,769
shares
|
$122,472
0.01% of portfolio
|
Q3 2024
New holding
|