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 |
|---|---|---|---|---|---|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
24,597
shares
|
$1.13 Million
0.57% of portfolio
|
Q3 2025
Reduced 4.14%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
24,520
shares
|
$1.13 Million
0.1% of portfolio
|
Q2 2021
Added 18.65%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
24,495
shares
|
$1.12 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
24,265
shares
|
$1.11 Million
0.21% of portfolio
|
Q3 2025
Reduced 35.3%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
24,079
shares
|
$1.11 Million
0.6% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Columbia Advisory Partners LLC
|
Oct 24, 2025 Q3 2025 |
24,077
shares
|
$1.11 Million
0.91% of portfolio
|
Q3 2025
Added 52.35%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
24,045
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
23,700
shares
|
$1.09 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Nov 12, 2025 Q3 2025 |
23,700
shares
|
$1.09 Million
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
22,847
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2025
Added 7.01%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Oct 20, 2025 Q3 2025 |
22,774
shares
|
$1.05 Million
0.85% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
22,742
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
21,974
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
21,946
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2025
Reduced 28.63%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
21,944
shares
|
$1.01 Million
0.05% of portfolio
|
Q3 2025
Added 48.94%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
21,834
shares
|
$1 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
20,983
shares
|
$963,329
0.16% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
20,446
shares
|
$938,675
0.03% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
20,327
shares
|
$933,212
0.04% of portfolio
|
Q3 2025
Reduced 32.83%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
19,967
shares
|
$916,684
0.12% of portfolio
|
Q3 2025
Added 6.61%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
19,940
shares
|
$915,445
0.03% of portfolio
|
Q3 2025
Added 4811.33%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
19,893
shares
|
$913,287
0.03% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
19,879
shares
|
$912,644
0.54% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
19,756
shares
|
$906,997
0.05% of portfolio
|
Q3 2025
Added 10.92%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
19,729
shares
|
$905,758
0.15% of portfolio
|
Q3 2025
Reduced 1.75%
|
|