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 |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
7,146
shares
|
$317,496
0.0% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
7,103
shares
|
$315,586
0.07% of portfolio
|
Q3 2024
Added 44.52%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
7,039
shares
|
$312,742
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Weitzel Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
6,954
shares
|
$308,966
0.15% of portfolio
|
Q1 2024
Reduced 1.49%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
6,885
shares
|
$305,900
0.1% of portfolio
|
Q3 2024
Added 19.78%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
6,873
shares
|
$305,367
0.29% of portfolio
|
Q3 2024
Reduced 18.24%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
6,821
shares
|
$303,057
0.05% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
6,804
shares
|
$302,301
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
6,715
shares
|
$298,347
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
6,660
shares
|
$295,903
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
6,575
shares
|
$292,127
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,525
shares
|
$289,905
0.0% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
6,479
shares
|
$287,861
0.11% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 12, 2024 Q3 2024 |
6,320
shares
|
$280,797
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
6,304
shares
|
$280,086
0.01% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
6,277
shares
|
$278,887
0.0% of portfolio
|
Q2 2024
Reduced 18.77%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
6,240
shares
|
$277,243
0.02% of portfolio
|
Q3 2021
Reduced 9.92%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
6,209
shares
|
$275,865
0.17% of portfolio
|
Q3 2024
Reduced 8.57%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
6,197
shares
|
$275,332
0.01% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
6,190
shares
|
$275,021
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
6,096
shares
|
$270,845
0.13% of portfolio
|
Q1 2024
Added 6.78%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
6,072
shares
|
$269,778
0.0% of portfolio
|
Q3 2024
Reduced 19.42%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
6,049
shares
|
$268,757
0.03% of portfolio
|
Q4 2024
Added 10.2%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,975
shares
|
$265,469
0.0% of portfolio
|
Q3 2024
Reduced 73.73%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
5,931
shares
|
$263,514
0.12% of portfolio
|
Q4 2024
Added 0.32%
|