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 |
|---|---|---|---|---|---|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
6,732
shares
|
$309,066
0.05% of portfolio
|
Q3 2025
Added 14.35%
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
6,697
shares
|
$307,459
0.2% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
6,666
shares
|
$306,036
0.01% of portfolio
|
Q3 2025
Reduced 26.81%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
6,650
shares
|
$305,301
0.05% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 14, 2025 Q3 2025 |
6,570
shares
|
$301,628
0.21% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
6,470
shares
|
$297,037
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
6,299
shares
|
$289,187
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
6,297
shares
|
$289,095
0.05% of portfolio
|
Q3 2025
Reduced 7.52%
|
|
|
Rda Financial Network
|
Oct 08, 2025 Q3 2025 |
6,288
shares
|
$288,682
0.07% of portfolio
|
Q3 2025
Reduced 11.16%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
6,240
shares
|
$286,478
0.02% of portfolio
|
Q3 2021
Reduced 9.92%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Oct 29, 2025 Q3 2025 |
6,202
shares
|
$284,733
0.26% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
6,190
shares
|
$284,182
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 28, 2025 Q3 2025 |
6,158
shares
|
$282,713
0.04% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 17, 2025 Q3 2025 |
6,127
shares
|
$281,290
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 03, 2025 Q3 2025 |
6,060
shares
|
$278,214
0.08% of portfolio
|
Q3 2025
Reduced 7.59%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
5,964
shares
|
$273,807
0.08% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
5,954
shares
|
$273,348
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
5,936
shares
|
$272,521
0.02% of portfolio
|
Q3 2025
Reduced 84.73%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
5,929
shares
|
$272,200
0.02% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
5,903
shares
|
$271,006
0.01% of portfolio
|
Q3 2025
Reduced 7.0%
|
|
|
Peak Financial Management, Inc.
|
Oct 09, 2025 Q3 2025 |
5,892
shares
|
$270,501
0.08% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
5,806
shares
|
$266,553
0.12% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
5,785
shares
|
$265,589
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
5,663
shares
|
$259,988
0.05% of portfolio
|
Q3 2022
Added 80.81%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,655
shares
|
$259,621
0.35% of portfolio
|
Q4 2022
New holding
|
|