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 587 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 $6.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
12,381
shares
|
$550,087
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
12,234
shares
|
$543,556
0.01% of portfolio
|
Q3 2024
Added 6.88%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
12,173
shares
|
$540,846
0.17% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
12,164
shares
|
$540,446
0.16% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
12,162
shares
|
$540,357
0.29% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
12,109
shares
|
$538,002
0.19% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
11,998
shares
|
$533,071
0.12% of portfolio
|
Q4 2024
Reduced 15.05%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
11,934
shares
|
$530,227
0.32% of portfolio
|
Q2 2024
Reduced 6.74%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
11,808
shares
|
$524,629
0.29% of portfolio
|
Q4 2024
Reduced 11.86%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
11,508
shares
|
$511,300
0.01% of portfolio
|
Q2 2024
Added 4.05%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
11,435
shares
|
$508,057
0.05% of portfolio
|
Q3 2024
Reduced 40.6%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
11,406
shares
|
$506,768
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
11,334
shares
|
$503,569
0.11% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
11,324
shares
|
$503,125
0.04% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
11,213
shares
|
$498,193
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
11,042
shares
|
$490,596
0.0% of portfolio
|
Q3 2024
Reduced 12.58%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
10,936
shares
|
$485,886
0.26% of portfolio
|
Q3 2024
Added 5.48%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
10,923
shares
|
$485,308
0.14% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
10,903
shares
|
$484,420
0.13% of portfolio
|
Q4 2023
Reduced 0.67%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
10,789
shares
|
$479,355
0.2% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
10,590
shares
|
$470,513
0.02% of portfolio
|
Q2 2024
Added 1.86%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 22, 2025 Q4 2024 |
10,570
shares
|
$469,625
0.01% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
10,528
shares
|
$467,759
0.13% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
10,519
shares
|
$467,359
0.25% of portfolio
|
Q4 2024
Added 9.16%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
10,332
shares
|
$459,050
0.04% of portfolio
|
Q4 2024
Added 62.15%
|