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 |
|---|---|---|---|---|---|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
46,416
shares
|
$2.05 Million
0.79% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
46,235
shares
|
$2.04 Million
0.23% of portfolio
|
Q3 2024
Reduced 64.21%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
46,122
shares
|
$2.04 Million
0.86% of portfolio
|
Q1 2024
Added 15.19%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
45,412
shares
|
$2.01 Million
0.09% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
45,402
shares
|
$2.01 Million
0.05% of portfolio
|
Q3 2024
Reduced 21.47%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
45,055
shares
|
$1.99 Million
0.19% of portfolio
|
Q3 2023
Reduced 21.61%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
44,852
shares
|
$1.98 Million
0.65% of portfolio
|
Q3 2024
Reduced 78.54%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
44,649
shares
|
$1.97 Million
0.14% of portfolio
|
Q3 2024
Reduced 13.17%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
44,492
shares
|
$1.97 Million
0.02% of portfolio
|
Q3 2024
Added 33.35%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
44,442
shares
|
$1.97 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
44,380
shares
|
$1.96 Million
0.13% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
44,070
shares
|
$1.95 Million
0.14% of portfolio
|
Q3 2024
Reduced 8.97%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
42,964
shares
|
$1.9 Million
0.57% of portfolio
|
Q3 2024
Reduced 9.46%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
42,083
shares
|
$1.86 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
41,870
shares
|
$1.85 Million
0.05% of portfolio
|
Q4 2024
Added 27.2%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
41,723
shares
|
$1.85 Million
0.14% of portfolio
|
Q4 2024
Added 76.71%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
41,608
shares
|
$1.84 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
40,166
shares
|
$1.78 Million
0.09% of portfolio
|
Q3 2024
Reduced 9.69%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
40,150
shares
|
$1.78 Million
0.92% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
39,886
shares
|
$1.76 Million
0.18% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
39,200
shares
|
$1.73 Million
0.12% of portfolio
|
Q3 2023
Added 2.41%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
39,131
shares
|
$1.73 Million
0.17% of portfolio
|
Q3 2024
Reduced 27.65%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
38,477
shares
|
$1.7 Million
0.35% of portfolio
|
Q3 2024
Added 13.76%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
38,437
shares
|
$1.7 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
38,437
shares
|
$1.7 Million
0.11% of portfolio
|
Q3 2024
New holding
|