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 |
|---|---|---|---|---|---|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
9,569
shares
|
$439,312
0.31% of portfolio
|
Q3 2024
Reduced 18.88%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
9,546
shares
|
$438,256
0.02% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
9,499
shares
|
$436,099
0.03% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
9,412
shares
|
$432,104
0.08% of portfolio
|
Q4 2024
Added 30.52%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,398
shares
|
$431,462
0.11% of portfolio
|
Q4 2024
Reduced 75.89%
|
|
|
B&L Asset Management LLC
Boston, MA |
Oct 22, 2025 Q3 2025 |
9,382
shares
|
$430,727
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
9,350
shares
|
$429,258
0.18% of portfolio
|
Q3 2025
Reduced 25.51%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 17, 2025 Q3 2025 |
9,232
shares
|
$423,841
0.25% of portfolio
|
Q3 2024
Reduced 7.97%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
9,195
shares
|
$422,142
0.12% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
9,164
shares
|
$420,719
0.0% of portfolio
|
Q3 2025
Added 68.83%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
9,153
shares
|
$420,214
0.0% of portfolio
|
Q2 2025
Reduced 23.05%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
9,147
shares
|
$419,938
0.02% of portfolio
|
Q3 2025
Reduced 92.49%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Oct 31, 2025 Q3 2025 |
9,132
shares
|
$419,250
0.2% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 14, 2025 Q3 2025 |
9,125
shares
|
$418,928
0.14% of portfolio
|
Q3 2025
Reduced 41.62%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
9,091
shares
|
$417,367
0.09% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
9,033
shares
|
$414,705
0.16% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
8,986
shares
|
$412,547
0.09% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
8,970
shares
|
$411,812
0.01% of portfolio
|
Q2 2024
Reduced 37.16%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
8,861
shares
|
$406,808
0.04% of portfolio
|
Q3 2025
Reduced 11.42%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
8,828
shares
|
$405,293
0.0% of portfolio
|
Q3 2025
Added 11.45%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
8,826
shares
|
$405,201
0.0% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
8,814
shares
|
$404,650
0.04% of portfolio
|
Q4 2024
Reduced 7.67%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
8,687
shares
|
$398,820
0.06% of portfolio
|
Q3 2025
Reduced 22.75%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
8,627
shares
|
$396,065
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
8,556
shares
|
$392,805
0.02% of portfolio
|
Q3 2025
Reduced 2.89%
|
|