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 |
|---|---|---|---|---|---|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
34,984
shares
|
$1.61 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
34,907
shares
|
$1.6 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
34,667
shares
|
$1.59 Million
1.39% of portfolio
|
Q4 2024
Added 19.62%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
33,370
shares
|
$1.53 Million
0.13% of portfolio
|
Q3 2025
Reduced 9.49%
|
|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
32,807
shares
|
$1.51 Million
0.51% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
32,721
shares
|
$1.5 Million
0.1% of portfolio
|
Q4 2023
Added 0.01%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
32,376
shares
|
$1.49 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
32,272
shares
|
$1.48 Million
0.06% of portfolio
|
Q3 2025
Reduced 18.33%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
32,193
shares
|
$1.48 Million
0.05% of portfolio
|
Q3 2025
Reduced 12.08%
|
|
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
Oct 06, 2025 Q3 2025 |
31,794
shares
|
$1.46 Million
1.4% of portfolio
|
Q3 2025
Added 101.34%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
31,747
shares
|
$1.46 Million
0.21% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
31,703
shares
|
$1.46 Million
0.7% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
31,382
shares
|
$1.44 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
31,281
shares
|
$1.44 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.25%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
31,248
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
31,107
shares
|
$1.43 Million
0.1% of portfolio
|
Q3 2025
Reduced 8.37%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
31,057
shares
|
$1.43 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
30,825
shares
|
$1.42 Million
0.56% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 14, 2025 Q3 2025 |
30,808
shares
|
$1.41 Million
0.59% of portfolio
|
Q3 2025
Reduced 7.69%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
30,648
shares
|
$1.41 Million
0.4% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
30,522
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2025
Added 341.64%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
30,270
shares
|
$1.39 Million
0.66% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
30,141
shares
|
$1.38 Million
0.83% of portfolio
|
Q1 2023
Reduced 1.43%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
29,762
shares
|
$1.37 Million
0.47% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
29,533
shares
|
$1.36 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.1%
|
|