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 |
|---|---|---|---|---|---|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
215,758
shares
|
$9.6 Million
2.18% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
208,299
shares
|
$9.27 Million
0.28% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Holistic Financial Partners
|
Nov 07, 2024 Q3 2024 |
207,299
shares
|
$9.23 Million
4.59% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
199,317
shares
|
$8.87 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
196,235
shares
|
$8.73 Million
0.09% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
194,728
shares
|
$8.67 Million
2.3% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
193,865
shares
|
$8.63 Million
0.33% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
189,231
shares
|
$8.42 Million
0.29% of portfolio
|
Q2 2020
Reduced 1.9%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
186,566
shares
|
$8.3 Million
0.31% of portfolio
|
Q3 2024
Added 15.37%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
183,693
shares
|
$8.18 Million
1.23% of portfolio
|
Q3 2024
Added 26.51%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
181,963
shares
|
$8.1 Million
4.56% of portfolio
|
Q4 2022
Reduced 1.21%
|
|
|
Unionview, LLC
Seattle, WA |
Nov 06, 2024 Q3 2024 |
180,169
shares
|
$8.02 Million
6.4% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
177,734
shares
|
$7.91 Million
2.01% of portfolio
|
Q4 2024
Added 13.32%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
175,700
shares
|
$7.82 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
174,286
shares
|
$7.76 Million
0.87% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
173,698
shares
|
$7.73 Million
4.14% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
172,996
shares
|
$7.7 Million
0.23% of portfolio
|
Q3 2024
Reduced 21.61%
|
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
170,626
shares
|
$7.59 Million
2.44% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
165,775
shares
|
$7.38 Million
0.12% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
161,048
shares
|
$7.17 Million
0.08% of portfolio
|
Q3 2024
Added 34.71%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
160,332
shares
|
$7.14 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
158,772
shares
|
$7.07 Million
0.44% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Concentrum Wealth Management
|
Nov 13, 2024 Q3 2024 |
156,677
shares
|
$6.97 Million
2.77% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
155,708
shares
|
$6.93 Million
2.52% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
152,541
shares
|
$6.79 Million
2.32% of portfolio
|
Q3 2024
Added 5.61%
|