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 |
|---|---|---|---|---|---|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
29,501
shares
|
$1.35 Million
0.37% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
29,153
shares
|
$1.34 Million
0.12% of portfolio
|
Q3 2025
Reduced 6.15%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
29,135
shares
|
$1.34 Million
0.3% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
29,056
shares
|
$1.33 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
28,988
shares
|
$1.33 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
28,630
shares
|
$1.31 Million
0.93% of portfolio
|
Q4 2024
Reduced 17.85%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
27,990
shares
|
$1.29 Million
0.11% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
27,951
shares
|
$1.28 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
27,920
shares
|
$1.28 Million
0.05% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
27,445
shares
|
$1.26 Million
0.08% of portfolio
|
Q4 2023
Reduced 5.34%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
27,274
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
27,211
shares
|
$1.25 Million
0.47% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
27,061
shares
|
$1.24 Million
0.41% of portfolio
|
Q2 2022
Added 3.59%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
26,911
shares
|
$1.24 Million
0.11% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
26,829
shares
|
$1.23 Million
0.11% of portfolio
|
Q3 2025
Reduced 24.25%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
26,256
shares
|
$1.21 Million
0.39% of portfolio
|
Q3 2025
Added 151.98%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
25,970
shares
|
$1.19 Million
0.86% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
25,656
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2025
Added 203.62%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
25,485
shares
|
$1.17 Million
0.12% of portfolio
|
Q3 2025
Added 44.95%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
25,362
shares
|
$1.16 Million
0.06% of portfolio
|
Q2 2024
Reduced 17.14%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
25,344
shares
|
$1.16 Million
0.05% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Oct 31, 2025 Q3 2025 |
25,184
shares
|
$1.16 Million
0.84% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
25,159
shares
|
$1.16 Million
0.08% of portfolio
|
Q3 2025
Reduced 12.28%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
24,667
shares
|
$1.13 Million
0.07% of portfolio
|
Q2 2023
Reduced 12.27%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
24,637
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2025
Added 70.0%
|
|