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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
105,140
shares
|
$4.83 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
105,040
shares
|
$4.82 Million
2.26% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
105,007
shares
|
$4.82 Million
0.68% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
104,881
shares
|
$4.82 Million
2.32% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
104,447
shares
|
$4.8 Million
0.15% of portfolio
|
Q3 2025
Reduced 8.0%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
103,881
shares
|
$4.77 Million
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
101,820
shares
|
$4.67 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Signature Securities Group Corporation
|
Nov 10, 2025 Q3 2025 |
101,040
shares
|
$4.64 Million
1.46% of portfolio
|
Q3 2025
Reduced 34.87%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
100,660
shares
|
$4.62 Million
0.32% of portfolio
|
Q3 2025
Added 87.88%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
100,492
shares
|
$4.61 Million
0.52% of portfolio
|
Q3 2025
Reduced 32.46%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
100,015
shares
|
$4.59 Million
1.66% of portfolio
|
Q3 2025
Reduced 7.43%
|
|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Nov 14, 2025 Q3 2025 |
99,412
shares
|
$4.56 Million
1.59% of portfolio
|
Q4 2024
Added 10.4%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
98,608
shares
|
$4.53 Million
0.73% of portfolio
|
Q3 2025
Reduced 6.25%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Nov 13, 2025 Q3 2025 |
98,604
shares
|
$4.53 Million
4.21% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
96,800
shares
|
$4.44 Million
0.2% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
96,313
shares
|
$4.42 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.04%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
95,398
shares
|
$4.38 Million
0.89% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
94,289
shares
|
$4.33 Million
0.12% of portfolio
|
Q3 2025
Reduced 12.42%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
93,011
shares
|
$4.27 Million
0.12% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
92,677
shares
|
$4.25 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Ifs Group,Llc
York, PA |
Nov 10, 2025 Q3 2025 |
92,130
shares
|
$4.23 Million
3.74% of portfolio
|
Q3 2025
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
92,100
shares
|
$4.23 Million
0.01% of portfolio
|
Q3 2025
Added 302.18%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
91,117
shares
|
$4.18 Million
0.48% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
90,065
shares
|
$4.13 Million
0.12% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
89,796
shares
|
$4.12 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.05%
|
|