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 593 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 $6.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
317,960
shares
|
$14.2 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
|
$13.8 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jan 29, 2025 Q4 2024 |
309,815
shares
|
$13.8 Million
8.19% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
295,671
shares
|
$13.2 Million
0.05% of portfolio
|
Q3 2024
Added 14.39%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 28, 2025 Q4 2024 |
293,236
shares
|
$13.1 Million
3.18% of portfolio
|
Q4 2024
Added 21.47%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
285,596
shares
|
$12.7 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Kaye Capital Management
El Segundo, CA |
Jan 15, 2025 Q4 2024 |
284,807
shares
|
$12.7 Million
6.17% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
284,653
shares
|
$12.7 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
283,907
shares
|
$12.6 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
280,353
shares
|
$12.5 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
280,170
shares
|
$12.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
268,427
shares
|
$11.9 Million
0.13% of portfolio
|
Q3 2024
Added 92.76%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
267,164
shares
|
$11.9 Million
0.45% of portfolio
|
Q2 2024
Reduced 17.58%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
260,916
shares
|
$11.6 Million
1.14% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
259,953
shares
|
$11.6 Million
0.76% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
253,720
shares
|
$11.3 Million
5.25% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
248,417
shares
|
$11.1 Million
0.03% of portfolio
|
Q3 2024
Added 46.64%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
248,323
shares
|
$11.1 Million
3.87% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
246,498
shares
|
$11 Million
0.16% of portfolio
|
Q2 2023
Reduced 23.92%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
233,947
shares
|
$10.4 Million
0.92% of portfolio
|
Q4 2022
Added 16.16%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
226,550
shares
|
$10.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
223,265
shares
|
$9.94 Million
3.79% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
222,846
shares
|
$9.92 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
219,286
shares
|
$9.76 Million
4.41% of portfolio
|
Q1 2023
Reduced 5.02%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
218,191
shares
|
$9.71 Million
0.79% of portfolio
|
Q3 2024
New holding
|