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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
8,512
shares
|
$390,785
0.0% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
8,483
shares
|
$389,454
0.02% of portfolio
|
Q3 2025
Added 38.68%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
8,410
shares
|
$386,103
0.1% of portfolio
|
Q2 2025
Reduced 23.01%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
8,268
shares
|
$379,583
0.03% of portfolio
|
Q3 2025
Added 202.52%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
8,250
shares
|
$378,757
0.15% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
8,242
shares
|
$378,390
0.11% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
8,195
shares
|
$376,232
0.0% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
8,113
shares
|
$372,467
0.05% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
8,025
shares
|
$368,427
0.01% of portfolio
|
Q2 2025
Added 14.01%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
7,988
shares
|
$366,729
0.12% of portfolio
|
Q3 2025
Added 91.28%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
7,938
shares
|
$364,433
0.07% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
7,915
shares
|
$363,377
0.01% of portfolio
|
Q3 2025
Reduced 8.15%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2025 Q3 2025 |
7,846
shares
|
$360,209
0.15% of portfolio
|
Q3 2025
Added 5.91%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
7,624
shares
|
$350,017
0.0% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
7,596
shares
|
$348,732
0.03% of portfolio
|
Q2 2025
Added 34.06%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
7,584
shares
|
$348,181
0.12% of portfolio
|
Q3 2023
Added 22.22%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
7,555
shares
|
$346,850
0.14% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Nov 07, 2025 Q3 2025 |
7,369
shares
|
$338,310
0.14% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
7,367
shares
|
$338,218
0.1% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Nov 12, 2025 Q3 2025 |
7,294
shares
|
$334,867
0.15% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
7,256
shares
|
$333,122
0.0% of portfolio
|
Q2 2023
Reduced 7.98%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Nov 12, 2025 Q3 2025 |
7,148
shares
|
$328,164
0.2% of portfolio
|
Q3 2025
Reduced 12.27%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
7,103
shares
|
$326,098
0.07% of portfolio
|
Q3 2024
Added 44.52%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 07, 2025 Q3 2025 |
7,009
shares
|
$321,783
0.24% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
6,929
shares
|
$318,110
0.05% of portfolio
|
Q3 2025
Reduced 3.1%
|
|