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 |
|---|---|---|---|---|---|
|
Concentrum Wealth Management
|
Nov 10, 2025 Q3 2025 |
208,039
shares
|
$9.55 Million
2.78% of portfolio
|
Q3 2025
Added 11.34%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
206,756
shares
|
$9.49 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
206,752
shares
|
$9.49 Million
0.25% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
206,472
shares
|
$9.48 Million
3.08% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
195,057
shares
|
$8.96 Million
0.08% of portfolio
|
Q3 2025
Added 26.63%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
192,370
shares
|
$8.83 Million
0.33% of portfolio
|
Q3 2025
Reduced 21.8%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
189,231
shares
|
$8.69 Million
0.29% of portfolio
|
Q2 2020
Reduced 1.9%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
186,048
shares
|
$8.54 Million
0.24% of portfolio
|
Q3 2025
Reduced 5.55%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 06, 2025 Q3 2025 |
185,961
shares
|
$8.54 Million
3.67% of portfolio
|
Q3 2025
Reduced 7.25%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
181,963
shares
|
$8.35 Million
4.56% of portfolio
|
Q4 2022
Reduced 1.21%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
179,632
shares
|
$8.25 Million
5.76% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
179,344
shares
|
$8.23 Million
1.12% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
175,653
shares
|
$8.06 Million
6.59% of portfolio
|
Q2 2025
Reduced 28.34%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
170,848
shares
|
$7.84 Million
0.42% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
164,773
shares
|
$7.56 Million
3.43% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
163,559
shares
|
$7.51 Million
0.1% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Crumly & Associates Inc.
|
Nov 03, 2025 Q3 2025 |
160,540
shares
|
$7.37 Million
2.01% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
160,439
shares
|
$7.37 Million
1.6% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
159,902
shares
|
$7.34 Million
0.42% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
158,305
shares
|
$7.27 Million
0.0% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
153,310
shares
|
$7.04 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
152,689
shares
|
$7.01 Million
0.0% of portfolio
|
Q3 2025
Reduced 27.61%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
151,759
shares
|
$6.97 Million
1.92% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
150,253
shares
|
$6.9 Million
0.07% of portfolio
|
Q3 2025
Reduced 35.0%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
147,957
shares
|
$6.79 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.67%
|
|