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 636 institutions that hold shares in the stock, with a total of 145 Million shares, which have been reported (via 13F filing form) to have a value of $6.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
12,600
shares
|
$558,432
0.12% of portfolio
|
Q4 2024
Reduced 20.47%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
12,173
shares
|
$539,507
0.17% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
12,166
shares
|
$539,197
0.15% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
12,162
shares
|
$539,019
0.29% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
12,109
shares
|
$536,670
0.19% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
11,998
shares
|
$531,751
0.12% of portfolio
|
Q4 2024
Reduced 15.05%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Mar 05, 2025 Q4 2024 |
11,934
shares
|
$528,914
0.31% of portfolio
|
Q2 2024
Reduced 6.74%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
11,817
shares
|
$523,729
0.06% of portfolio
|
Q4 2024
Reduced 14.7%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Feb 14, 2025 Q4 2024 |
11,810
shares
|
$523,419
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
11,808
shares
|
$523,330
0.29% of portfolio
|
Q4 2024
Reduced 11.86%
|
|
|
Planning Directions Inc
|
Feb 06, 2025 Q4 2024 |
11,596
shares
|
$513,934
0.3% of portfolio
|
Q4 2024
Reduced 7.59%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
11,594
shares
|
$513,846
0.0% of portfolio
|
Q4 2024
Added 162.43%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
11,508
shares
|
$510,034
0.01% of portfolio
|
Q2 2024
Added 4.05%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
11,445
shares
|
$507,242
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
11,370
shares
|
$503,918
0.04% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
11,344
shares
|
$502,766
0.0% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
11,213
shares
|
$496,960
0.25% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
11,080
shares
|
$491,065
0.07% of portfolio
|
Q4 2024
Reduced 13.45%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
11,028
shares
|
$488,760
0.01% of portfolio
|
Q4 2024
Reduced 11.18%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
10,980
shares
|
$486,633
0.02% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
10,943
shares
|
$484,993
0.02% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
10,923
shares
|
$484,107
0.14% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
10,903
shares
|
$483,220
0.13% of portfolio
|
Q4 2023
Reduced 0.67%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
10,691
shares
|
$473,825
0.22% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Feb 13, 2025 Q4 2024 |
10,626
shares
|
$470,944
0.86% of portfolio
|
Q4 2024
Reduced 31.22%
|