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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
652,783
shares
|
$30 Million
0.76% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
632,460
shares
|
$29 Million
0.07% of portfolio
|
Q3 2023
Reduced 13.56%
|
|
|
Intellus Advisors LLC
Naples, FL |
Nov 12, 2025 Q3 2025 |
605,278
shares
|
$27.8 Million
3.83% of portfolio
|
Q3 2025
Reduced 8.35%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
559,077
shares
|
$25.7 Million
3.56% of portfolio
|
Q3 2025
Added 8.02%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
545,525
shares
|
$25 Million
0.3% of portfolio
|
Q3 2025
Added 8.52%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
544,537
shares
|
$25 Million
0.06% of portfolio
|
Q3 2025
Reduced 7.8%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
503,677
shares
|
$23.1 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
502,263
shares
|
$23.1 Million
0.02% of portfolio
|
Q3 2025
Added 17.01%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
498,565
shares
|
$22.9 Million
0.36% of portfolio
|
Q2 2024
Reduced 1.77%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
495,374
shares
|
$22.7 Million
0.15% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Park National Corp
|
Oct 01, 2025 Q3 2025 |
485,793
shares
|
$22.3 Million
0.74% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
480,908
shares
|
$22.1 Million
5.65% of portfolio
|
Q2 2023
Reduced 2.78%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
463,565
shares
|
$21.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
457,801
shares
|
$21 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.73%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
447,429
shares
|
$20.5 Million
0.11% of portfolio
|
Q2 2025
Reduced 11.89%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
446,396
shares
|
$20.5 Million
2.28% of portfolio
|
Q3 2025
Reduced 6.53%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
415,957
shares
|
$19.1 Million
2.04% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
410,612
shares
|
$18.9 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
408,711
shares
|
$18.8 Million
0.32% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
403,566
shares
|
$18.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
402,924
shares
|
$18.5 Million
0.89% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
379,115
shares
|
$17.4 Million
0.24% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Petix & Botte CO
|
Nov 21, 2025 Q3 2025 |
376,763
shares
|
$17.3 Million
4.17% of portfolio
|
Q3 2025
Reduced 6.0%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Nov 13, 2025 Q3 2025 |
369,040
shares
|
$16.9 Million
8.23% of portfolio
|
Q3 2025
Added 4.6%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Oct 27, 2025 Q3 2025 |
359,593
shares
|
$16.5 Million
8.26% of portfolio
|
Q3 2025
Added 1.76%
|
|