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 |
|---|---|---|---|---|---|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
1,483
shares
|
$68,084
0.0% of portfolio
|
Q3 2025
Reduced 32.31%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
1,418
shares
|
$65,100
0.01% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,418
shares
|
$65,100
0.01% of portfolio
|
Q3 2024
Added 14.35%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
1,331
shares
|
$61,106
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,287
shares
|
$59,086
0.0% of portfolio
|
Q1 2025
Added 205.7%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
1,245
shares
|
$57,157
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
1,243
shares
|
$57,066
0.0% of portfolio
|
Q1 2025
Reduced 34.78%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
1,233
shares
|
$56,607
0.04% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
1,204
shares
|
$55,275
0.01% of portfolio
|
Q4 2019
Reduced 83.39%
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
1,172
shares
|
$53,806
0.04% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
1,167
shares
|
$53,576
0.01% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
1,094
shares
|
$50,225
0.01% of portfolio
|
Q1 2024
Reduced 49.98%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
1,094
shares
|
$50,225
0.01% of portfolio
|
Q3 2025
Added 38.48%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
1,089
shares
|
$49,995
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,082
shares
|
$49,674
0.0% of portfolio
|
Q4 2022
Added 0.19%
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
1,079
shares
|
$49,536
0.02% of portfolio
|
Q4 2024
Reduced 18.81%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
1,070
shares
|
$49,123
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,045
shares
|
$47,975
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 22, 2025 Q3 2025 |
1,016
shares
|
$46,644
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
991
shares
|
$45,496
0.01% of portfolio
|
Q1 2024
Reduced 51.23%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
929
shares
|
$42,650
0.02% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
832
shares
|
$38,197
0.01% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
650
shares
|
$29,841
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
570
shares
|
$26,168
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
522
shares
|
$23,965
0.01% of portfolio
|
Q2 2025
New holding
|
|