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 588 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 $6 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Santori & Peters, Inc.
|
Jan 28, 2025 Q4 2024 |
30,315
shares
|
$1.35 Million
0.51% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
30,141
shares
|
$1.34 Million
0.83% of portfolio
|
Q1 2023
Reduced 1.43%
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
30,111
shares
|
$1.34 Million
0.47% of portfolio
|
Q3 2024
Added 1.67%
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
29,996
shares
|
$1.33 Million
0.05% of portfolio
|
Q3 2024
Added 66.27%
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
29,559
shares
|
$1.31 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
29,324
shares
|
$1.3 Million
0.02% of portfolio
|
Q3 2024
Added 30.46%
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
29,150
shares
|
$1.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
28,981
shares
|
$1.29 Million
1.08% of portfolio
|
Q3 2024
Reduced 90.25%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
28,630
shares
|
$1.27 Million
0.93% of portfolio
|
Q4 2024
Reduced 17.85%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
27,445
shares
|
$1.22 Million
0.08% of portfolio
|
Q4 2023
Reduced 5.34%
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
27,188
shares
|
$1.21 Million
0.81% of portfolio
|
Q3 2024
Reduced 10.94%
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
27,061
shares
|
$1.2 Million
0.41% of portfolio
|
Q2 2022
Added 3.59%
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
26,779
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
26,679
shares
|
$1.19 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
26,065
shares
|
$1.16 Million
0.12% of portfolio
|
Q3 2024
Reduced 12.35%
|
|
Ggm Financials LLC
Columbus, OH |
Oct 31, 2024 Q3 2024 |
25,963
shares
|
$1.15 Million
1.02% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
25,251
shares
|
$1.12 Million
0.4% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jan 23, 2025 Q4 2024 |
25,163
shares
|
$1.12 Million
0.2% of portfolio
|
Q4 2024
Reduced 20.82%
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
24,903
shares
|
$1.11 Million
0.23% of portfolio
|
Q3 2024
Added 0.25%
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
24,771
shares
|
$1.1 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
24,667
shares
|
$1.1 Million
0.07% of portfolio
|
Q2 2023
Reduced 12.27%
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
24,646
shares
|
$1.1 Million
0.14% of portfolio
|
Q4 2023
Reduced 1.84%
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
24,547
shares
|
$1.09 Million
0.02% of portfolio
|
Q4 2024
Added 2.77%
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
24,520
shares
|
$1.09 Million
0.1% of portfolio
|
Q2 2021
Added 18.65%
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
24,028
shares
|
$1.07 Million
0.21% of portfolio
|
Q3 2024
Added 78.18%
|