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 |
|---|---|---|---|---|---|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
3,160
shares
|
$145,075
0.04% of portfolio
|
Q3 2025
Reduced 9.43%
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
3,095
shares
|
$142,091
0.02% of portfolio
|
Q4 2024
Added 209.5%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
2,948
shares
|
$135,342
0.05% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
2,600
shares
|
$119,365
0.03% of portfolio
|
Q1 2024
Reduced 7.96%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2,567
shares
|
$117,850
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
2,500
shares
|
$114,774
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
2,399
shares
|
$110,138
0.03% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
2,377
shares
|
$109,128
0.0% of portfolio
|
Q3 2025
Reduced 54.96%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
2,350
shares
|
$107,888
0.01% of portfolio
|
Q3 2025
Reduced 45.83%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,165
shares
|
$99,395
0.13% of portfolio
|
Q3 2022
Added 4.44%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
2,128
shares
|
$97,696
0.02% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
2,011
shares
|
$92,325
0.04% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
2,007
shares
|
$92,141
0.0% of portfolio
|
Q3 2024
Reduced 12.78%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
2,000
shares
|
$91,820
0.0% of portfolio
|
Q3 2024
Reduced 23.72%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
1,890
shares
|
$86,769
0.0% of portfolio
|
Q3 2025
Reduced 11.72%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
1,889
shares
|
$86,723
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
1,790
shares
|
$82,178
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
1,755
shares
|
$80,572
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
1,745
shares
|
$80,112
0.04% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
1,719
shares
|
$78,919
0.0% of portfolio
|
Q3 2025
Reduced 18.1%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
1,704
shares
|
$78,230
0.01% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
1,625
shares
|
$74,603
0.01% of portfolio
|
Q3 2025
Reduced 5.8%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
1,554
shares
|
$71,344
0.01% of portfolio
|
Q3 2025
Added 27.9%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
1,537
shares
|
$70,563
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
1,500
shares
|
$68,865
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|