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 586 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $6.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
152,541
shares
|
$6.71 Million
2.32% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
149,042
shares
|
$6.56 Million
0.09% of portfolio
|
Q3 2024
Added 17.94%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
147,689
shares
|
$6.5 Million
2.98% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
147,346
shares
|
$6.48 Million
0.22% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
143,613
shares
|
$6.32 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.7%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
142,967
shares
|
$6.29 Million
3.46% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
141,400
shares
|
$6.22 Million
1.13% of portfolio
|
Q1 2024
Added 43.44%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
140,018
shares
|
$6.16 Million
0.28% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
1776 Wealth LLC
|
Nov 06, 2024 Q3 2024 |
136,684
shares
|
$6.02 Million
2.92% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
136,221
shares
|
$6 Million
0.55% of portfolio
|
Q3 2024
Reduced 7.98%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
127,425
shares
|
$5.61 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
125,049
shares
|
$5.5 Million
0.2% of portfolio
|
Q3 2024
Reduced 13.14%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 09, 2024 Q3 2024 |
123,402
shares
|
$5.43 Million
2.68% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
122,023
shares
|
$5.37 Million
1.63% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
120,115
shares
|
$5.29 Million
0.45% of portfolio
|
Q2 2023
Reduced 15.59%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
120,115
shares
|
$5.29 Million
0.45% of portfolio
|
Q2 2023
Reduced 15.59%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
119,709
shares
|
$5.27 Million
1.92% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
118,311
shares
|
$5.21 Million
2.3% of portfolio
|
Q3 2024
Reduced 21.15%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 28, 2024 Q3 2024 |
117,325
shares
|
$5.16 Million
2.36% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
116,973
shares
|
$5.15 Million
0.3% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
116,482
shares
|
$5.13 Million
0.0% of portfolio
|
Q3 2024
Added 205.68%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
116,366
shares
|
$5.12 Million
0.31% of portfolio
|
Q3 2024
Reduced 6.32%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
115,804
shares
|
$5.1 Million
0.16% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
113,574
shares
|
$5 Million
0.31% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
112,449
shares
|
$4.95 Million
2.8% of portfolio
|
Q2 2024
Reduced 59.61%
|