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 |
|---|---|---|---|---|---|
|
Kfa Private Wealth Group, LLC
|
Jan 07, 2026 Q4 2025 |
5,765
shares
|
$264,671
0.06% of portfolio
|
Q4 2025
Reduced 4.87%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
5,663
shares
|
$259,988
0.05% of portfolio
|
Q3 2022
Added 80.81%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,655
shares
|
$259,621
0.35% of portfolio
|
Q4 2022
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
5,627
shares
|
$258,335
0.14% of portfolio
|
Q4 2023
Reduced 3.02%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
5,616
shares
|
$257,830
0.09% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 15, 2026 Q4 2025 |
5,615
shares
|
$257,784
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
5,581
shares
|
$256,223
0.08% of portfolio
|
Q3 2025
Reduced 19.52%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
5,563
shares
|
$255,397
0.01% of portfolio
|
Q4 2025
Reduced 5.76%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
5,555
shares
|
$255,030
0.01% of portfolio
|
Q3 2025
Reduced 42.07%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 15, 2026 Q4 2025 |
5,506
shares
|
$252,780
0.02% of portfolio
|
Q4 2025
Added 0.13%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
5,476
shares
|
$251,403
0.04% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
5,430
shares
|
$249,291
0.01% of portfolio
|
Q2 2021
Reduced 98.53%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
5,398
shares
|
$247,822
0.07% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
5,337
shares
|
$245,021
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jan 12, 2026 Q4 2025 |
5,333
shares
|
$244,838
0.08% of portfolio
|
Q4 2025
Reduced 0.43%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Oct 17, 2025 Q3 2025 |
5,296
shares
|
$243,139
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Whelan Financial
|
Oct 29, 2025 Q3 2025 |
5,293
shares
|
$243,001
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
5,064
shares
|
$232,488
0.08% of portfolio
|
Q3 2025
Added 9.82%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
5,055
shares
|
$232,075
0.0% of portfolio
|
Q4 2025
Added 8.41%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
4,992
shares
|
$229,182
0.03% of portfolio
|
Q4 2025
Reduced 1.58%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
4,984
shares
|
$228,815
0.03% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
4,908
shares
|
$225,326
0.08% of portfolio
|
Q3 2025
Reduced 19.49%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
4,902
shares
|
$225,050
0.0% of portfolio
|
Q3 2025
Reduced 9.46%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
4,900
shares
|
$224,958
0.02% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Oct 29, 2025 Q3 2025 |
4,877
shares
|
$223,903
0.19% of portfolio
|
Q4 2024
New holding
|
|