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 |
|---|---|---|---|---|---|
|
Sargent Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
15,999
shares
|
$734,514
0.11% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
15,860
shares
|
$728,132
0.12% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
15,760
shares
|
$723,541
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
15,718
shares
|
$721,613
0.18% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 12, 2025 Q3 2025 |
15,553
shares
|
$714,038
0.44% of portfolio
|
Q3 2025
Reduced 35.75%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
15,507
shares
|
$711,926
0.0% of portfolio
|
Q3 2025
Added 15.01%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Oct 31, 2025 Q3 2025 |
15,499
shares
|
$711,559
0.55% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
15,416
shares
|
$707,748
0.24% of portfolio
|
Q3 2025
Reduced 14.89%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
15,359
shares
|
$705,131
0.24% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
15,354
shares
|
$704,902
0.09% of portfolio
|
Q3 2025
Added 7.0%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
15,350
shares
|
$704,718
0.0% of portfolio
|
Q3 2025
Added 7.56%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
15,176
shares
|
$696,730
0.24% of portfolio
|
Q4 2022
Reduced 97.49%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
14,957
shares
|
$686,675
0.4% of portfolio
|
Q3 2025
Reduced 8.09%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
14,599
shares
|
$670,240
0.05% of portfolio
|
Q3 2025
Reduced 6.23%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
14,576
shares
|
$669,184
0.09% of portfolio
|
Q3 2025
Added 4005.92%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Oct 28, 2025 Q3 2025 |
14,568
shares
|
$668,816
0.6% of portfolio
|
Q3 2025
Added 4.39%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
14,529
shares
|
$667,026
0.36% of portfolio
|
Q3 2025
Reduced 8.02%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 27, 2025 Q3 2025 |
14,354
shares
|
$658,992
0.33% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 06, 2025 Q3 2025 |
14,251
shares
|
$654,263
0.64% of portfolio
|
Q3 2025
Added 6.65%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
13,693
shares
|
$628,645
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
13,689
shares
|
$628,461
0.04% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Willner & Heller, LLC
|
Oct 16, 2025 Q3 2025 |
13,561
shares
|
$622,585
0.5% of portfolio
|
Q3 2025
Reduced 9.48%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
13,260
shares
|
$608,766
0.01% of portfolio
|
Q3 2025
Reduced 19.85%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
13,257
shares
|
$608,628
0.02% of portfolio
|
Q3 2025
Added 13.39%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
13,188
shares
|
$605,461
0.18% of portfolio
|
Q3 2025
Added 9.72%
|
|