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 |
|---|---|---|---|---|---|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
519
shares
|
$23,827
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
510
shares
|
$23,414
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
510
shares
|
$23,414
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
500
shares
|
$22,955
0.01% of portfolio
|
Q1 2025
Reduced 62.26%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
483
shares
|
$22,174
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
474
shares
|
$21,761
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
471
shares
|
$21,623
0.02% of portfolio
|
Q1 2025
Reduced 11.47%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
466
shares
|
$21,394
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
450
shares
|
$20,659
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
450
shares
|
$20,659
0.0% of portfolio
|
Q3 2023
Reduced 55.13%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
435
shares
|
$19,970
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
431
shares
|
$19,787
0.01% of portfolio
|
Q4 2024
Reduced 9.64%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
428
shares
|
$19,649
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
425
shares
|
$19,511
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
400
shares
|
$18,364
0.0% of portfolio
|
Q2 2025
Reduced 17.36%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
381
shares
|
$17,491
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
365
shares
|
$16,757
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
336
shares
|
$15,425
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
331
shares
|
$15,196
0.0% of portfolio
|
Q2 2025
Reduced 90.85%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
320
shares
|
$14,691
0.0% of portfolio
|
Q2 2025
Reduced 82.37%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
317
shares
|
$14,553
0.0% of portfolio
|
Q3 2025
Reduced 13.62%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
315
shares
|
$14,461
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
306
shares
|
$14,048
0.0% of portfolio
|
Q3 2025
Reduced 19.9%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
305
shares
|
$14,002
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
300
shares
|
$13,772
0.0% of portfolio
|
Q1 2022
New holding
|
|