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 |
|---|---|---|---|---|---|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
4,837
shares
|
$222,066
0.05% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
4,832
shares
|
$221,837
0.0% of portfolio
|
Q3 2025
Reduced 56.78%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
4,825
shares
|
$221,515
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 28, 2025 Q3 2025 |
4,780
shares
|
$219,449
0.07% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
4,737
shares
|
$217,475
0.02% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
4,707
shares
|
$216,098
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
4,698
shares
|
$215,685
0.06% of portfolio
|
Q3 2025
Reduced 24.12%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jan 21, 2026 Q4 2025 |
4,688
shares
|
$215,226
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
4,653
shares
|
$213,619
0.15% of portfolio
|
Q2 2025
Reduced 9.25%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
4,641
shares
|
$213,068
0.06% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
4,631
shares
|
$212,609
0.01% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Nov 05, 2025 Q3 2025 |
4,623
shares
|
$212,241
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
4,522
shares
|
$207,605
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
4,486
shares
|
$205,952
0.04% of portfolio
|
Q3 2025
Reduced 41.67%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
4,478
shares
|
$205,584
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
4,434
shares
|
$203,564
0.02% of portfolio
|
Q3 2018
New holding
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
4,434
shares
|
$203,564
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
4,428
shares
|
$203,289
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
4,387
shares
|
$201,407
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2025 Q3 2025 |
4,378
shares
|
$200,993
0.17% of portfolio
|
Q3 2025
Reduced 24.87%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
4,376
shares
|
$200,902
0.01% of portfolio
|
Q4 2025
Added 0.46%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
4,041
shares
|
$185,522
0.06% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
4,022
shares
|
$184,650
0.0% of portfolio
|
Q2 2025
Added 59.16%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
3,646
shares
|
$167,387
0.02% of portfolio
|
Q3 2025
Reduced 10.68%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
3,538
shares
|
$162,429
0.0% of portfolio
|
Q3 2025
New holding
|
|