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 |
|---|---|---|---|---|---|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
5,627
shares
|
$258,335
0.14% of portfolio
|
Q4 2023
Reduced 3.02%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
5,616
shares
|
$257,830
0.09% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
5,615
shares
|
$257,784
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
5,581
shares
|
$256,223
0.08% of portfolio
|
Q3 2025
Reduced 19.52%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
5,555
shares
|
$255,030
0.01% of portfolio
|
Q3 2025
Reduced 42.07%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
5,499
shares
|
$252,459
0.02% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
5,476
shares
|
$251,403
0.04% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
5,430
shares
|
$249,291
0.01% of portfolio
|
Q2 2021
Reduced 98.53%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
5,398
shares
|
$247,822
0.07% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Nov 12, 2025 Q3 2025 |
5,356
shares
|
$245,893
0.09% of portfolio
|
Q3 2025
Reduced 14.78%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
5,337
shares
|
$245,021
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Oct 17, 2025 Q3 2025 |
5,296
shares
|
$243,139
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Whelan Financial
|
Oct 29, 2025 Q3 2025 |
5,293
shares
|
$243,001
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
5,072
shares
|
$232,855
0.03% of portfolio
|
Q3 2025
Reduced 8.15%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
5,064
shares
|
$232,488
0.08% of portfolio
|
Q3 2025
Added 9.82%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
4,984
shares
|
$228,815
0.03% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
4,908
shares
|
$225,326
0.08% of portfolio
|
Q3 2025
Reduced 19.49%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
4,902
shares
|
$225,050
0.0% of portfolio
|
Q3 2025
Reduced 9.46%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
4,900
shares
|
$224,958
0.02% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Oct 29, 2025 Q3 2025 |
4,877
shares
|
$223,903
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
4,837
shares
|
$222,066
0.05% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
4,832
shares
|
$221,837
0.0% of portfolio
|
Q3 2025
Reduced 56.78%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
4,825
shares
|
$221,515
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 28, 2025 Q3 2025 |
4,780
shares
|
$219,449
0.07% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
4,737
shares
|
$217,475
0.02% of portfolio
|
Q3 2025
Reduced 1.17%
|
|