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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
109,312
shares
|
$4.83 Million
0.01% of portfolio
|
Q3 2024
Added 99.18%
|
|
|
Treasure Coast Financial Planning
|
Nov 12, 2024 Q3 2024 |
108,278
shares
|
$4.79 Million
3.04% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
108,018
shares
|
$4.78 Million
0.11% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
105,315
shares
|
$4.66 Million
0.14% of portfolio
|
Q3 2024
Reduced 13.72%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
104,292
shares
|
$4.61 Million
3.49% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
104,135
shares
|
$4.61 Million
0.32% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
103,360
shares
|
$4.57 Million
2.06% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
102,378
shares
|
$4.53 Million
0.51% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
100,498
shares
|
$4.45 Million
0.16% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
99,671
shares
|
$4.41 Million
1.96% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
99,642
shares
|
$4.41 Million
1.01% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
98,114
shares
|
$4.34 Million
0.14% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
96,263
shares
|
$4.26 Million
0.09% of portfolio
|
Q3 2024
Added 57.27%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
95,218
shares
|
$4.21 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
95,027
shares
|
$4.2 Million
0.13% of portfolio
|
Q4 2024
Added 8.67%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
93,538
shares
|
$4.14 Million
0.75% of portfolio
|
Q4 2024
Added 24.34%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
93,161
shares
|
$4.12 Million
0.15% of portfolio
|
Q4 2024
Reduced 25.5%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
91,816
shares
|
$4.06 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
90,604
shares
|
$4.01 Million
0.57% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
88,403
shares
|
$3.91 Million
0.96% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
87,944
shares
|
$3.89 Million
0.1% of portfolio
|
Q4 2023
Added 0.55%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
86,069
shares
|
$3.81 Million
0.09% of portfolio
|
Q3 2024
Added 9.3%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
85,710
shares
|
$3.79 Million
0.77% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
82,650
shares
|
$3.66 Million
1.2% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
82,078
shares
|
$3.63 Million
0.57% of portfolio
|
Q4 2024
Added 2.57%
|