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 |
|---|---|---|---|---|---|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
81,968
shares
|
$3.63 Million
2.75% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
81,215
shares
|
$3.59 Million
0.51% of portfolio
|
Q3 2024
Added 48.25%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
78,735
shares
|
$3.48 Million
0.32% of portfolio
|
Q3 2024
Added 38.09%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
78,388
shares
|
$3.47 Million
0.35% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
78,265
shares
|
$3.46 Million
0.4% of portfolio
|
Q3 2024
Reduced 50.05%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
77,631
shares
|
$3.43 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Kraematon Investment Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
77,571
shares
|
$3.43 Million
3.56% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jan 22, 2025 Q4 2024 |
76,965
shares
|
$3.4 Million
1.52% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
76,743
shares
|
$3.39 Million
0.28% of portfolio
|
Q4 2024
Reduced 97.81%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
75,906
shares
|
$3.36 Million
1.03% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
74,902
shares
|
$3.31 Million
0.33% of portfolio
|
Q3 2024
Reduced 18.78%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
74,726
shares
|
$3.31 Million
0.08% of portfolio
|
Q3 2024
Reduced 50.48%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
74,477
shares
|
$3.29 Million
0.32% of portfolio
|
Q4 2024
Reduced 7.78%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
73,661
shares
|
$3.26 Million
0.09% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
73,502
shares
|
$3.25 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 22, 2025 Q4 2024 |
73,500
shares
|
$3.25 Million
1.37% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
73,352
shares
|
$3.24 Million
0.44% of portfolio
|
Q3 2024
Reduced 28.43%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
73,107
shares
|
$3.23 Million
0.12% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
71,980
shares
|
$3.18 Million
0.06% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
71,340
shares
|
$3.16 Million
0.05% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
69,701
shares
|
$3.08 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
67,535
shares
|
$2.99 Million
1.46% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
64,303
shares
|
$2.84 Million
0.13% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
63,911
shares
|
$2.83 Million
0.43% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
63,850
shares
|
$2.82 Million
2.4% of portfolio
|
Q1 2023
Reduced 22.07%
|