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 656 institutions that hold shares in the stock, with a total of 138 Million shares, which have been reported (via 13F filing form) to have a value of $6.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
40,401
shares
|
$1.85 Million
0.57% of portfolio
|
Q3 2025
Reduced 4.79%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
40,175
shares
|
$1.84 Million
0.17% of portfolio
|
Q3 2025
Reduced 5.15%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
39,784
shares
|
$1.83 Million
0.76% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
39,755
shares
|
$1.83 Million
0.09% of portfolio
|
Q3 2025
Added 21.02%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
39,690
shares
|
$1.82 Million
0.76% of portfolio
|
Q3 2025
Added 7.3%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
39,200
shares
|
$1.8 Million
0.12% of portfolio
|
Q3 2023
Added 2.41%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
38,762
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2025
Reduced 45.8%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
38,461
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2025
Added 16.47%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
38,151
shares
|
$1.75 Million
0.29% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
37,853
shares
|
$1.74 Million
0.03% of portfolio
|
Q3 2025
Reduced 11.07%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
37,597
shares
|
$1.73 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
37,373
shares
|
$1.72 Million
0.21% of portfolio
|
Q3 2025
Reduced 10.32%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
37,326
shares
|
$1.71 Million
0.06% of portfolio
|
Q3 2025
Added 107.94%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Oct 30, 2025 Q3 2025 |
37,114
shares
|
$1.7 Million
0.79% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
36,913
shares
|
$1.69 Million
0.08% of portfolio
|
Q3 2025
Added 13.87%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
36,530
shares
|
$1.68 Million
0.1% of portfolio
|
Q3 2025
Reduced 7.1%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
36,512
shares
|
$1.68 Million
0.09% of portfolio
|
Q3 2025
Reduced 7.1%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
36,457
shares
|
$1.67 Million
0.06% of portfolio
|
Q3 2025
Added 31.98%
|
|
|
Walker Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
36,408
shares
|
$1.67 Million
1.04% of portfolio
|
Q3 2025
Reduced 4.02%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
36,118
shares
|
$1.66 Million
0.12% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
35,821
shares
|
$1.64 Million
0.13% of portfolio
|
Q3 2025
Reduced 31.43%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
35,741
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2025
Reduced 52.65%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
35,672
shares
|
$1.64 Million
0.08% of portfolio
|
Q3 2025
Reduced 6.35%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
35,198
shares
|
$1.62 Million
0.56% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
35,159
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.99%
|
|