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 |
|---|---|---|---|---|---|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
147,689
shares
|
$6.53 Million
2.98% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
147,346
shares
|
$6.52 Million
0.22% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
143,613
shares
|
$6.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.7%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
142,044
shares
|
$6.28 Million
3.16% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
141,400
shares
|
$6.25 Million
1.13% of portfolio
|
Q1 2024
Added 43.44%
|
|
|
1776 Wealth LLC
|
Nov 06, 2024 Q3 2024 |
136,684
shares
|
$6.05 Million
2.92% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
136,221
shares
|
$6.03 Million
0.55% of portfolio
|
Q3 2024
Reduced 7.98%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
134,220
shares
|
$5.94 Million
0.17% of portfolio
|
Q4 2024
Reduced 12.1%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
127,425
shares
|
$5.64 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
125,086
shares
|
$5.53 Million
0.2% of portfolio
|
Q4 2024
Reduced 10.66%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
124,788
shares
|
$5.52 Million
2.71% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
122,023
shares
|
$5.4 Million
1.63% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
120,115
shares
|
$5.31 Million
0.45% of portfolio
|
Q2 2023
Reduced 15.59%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
120,115
shares
|
$5.31 Million
0.45% of portfolio
|
Q2 2023
Reduced 15.59%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
119,709
shares
|
$5.29 Million
1.92% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
118,311
shares
|
$5.23 Million
2.3% of portfolio
|
Q3 2024
Reduced 21.15%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 28, 2024 Q3 2024 |
117,325
shares
|
$5.19 Million
2.36% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
116,973
shares
|
$5.17 Million
0.3% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
116,482
shares
|
$5.15 Million
0.0% of portfolio
|
Q3 2024
Added 205.68%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
116,366
shares
|
$5.15 Million
0.31% of portfolio
|
Q3 2024
Reduced 6.32%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
115,804
shares
|
$5.12 Million
0.16% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
112,449
shares
|
$4.97 Million
2.8% of portfolio
|
Q2 2024
Reduced 59.61%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
111,827
shares
|
$4.95 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
111,415
shares
|
$4.93 Million
3.19% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Nov 12, 2024 Q3 2024 |
110,319
shares
|
$4.88 Million
3.23% of portfolio
|
Q3 2024
Reduced 2.53%
|