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 |
|---|---|---|---|---|---|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
300
shares
|
$13,772
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
271
shares
|
$12,441
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
253
shares
|
$11,615
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
242
shares
|
$11,110
0.01% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
237
shares
|
$10,880
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
234
shares
|
$10,742
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
200
shares
|
$9,182
0.0% of portfolio
|
Q4 2024
Reduced 88.01%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
200
shares
|
$9,182
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
190
shares
|
$8,722
0.0% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
178
shares
|
$8,171
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
166
shares
|
$7,621
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
155
shares
|
$7,116
0.02% of portfolio
|
Q3 2025
Reduced 94.4%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
150
shares
|
$6,886
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
148
shares
|
$6,794
0.0% of portfolio
|
Q3 2023
Reduced 76.73%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
140
shares
|
$6,427
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
138
shares
|
$6,335
0.0% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
135
shares
|
$6,197
0.0% of portfolio
|
Q2 2025
Reduced 97.17%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
125
shares
|
$5,738
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
125
shares
|
$5,738
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
113
shares
|
$5,187
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
109
shares
|
$5,004
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
97
shares
|
$4,453
0.0% of portfolio
|
Q3 2025
Added 14.12%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
92
shares
|
$4,223
0.0% of portfolio
|
Q3 2025
Reduced 99.28%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
88
shares
|
$4,040
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
86
shares
|
$3,948
0.0% of portfolio
|
Q3 2025
Reduced 97.4%
|
|