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 |
|---|---|---|---|---|---|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
88,139
shares
|
$4.05 Million
0.12% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
87,944
shares
|
$4.04 Million
0.1% of portfolio
|
Q4 2023
Added 0.55%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
86,492
shares
|
$3.97 Million
0.12% of portfolio
|
Q3 2025
Reduced 17.71%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
86,041
shares
|
$3.95 Million
0.31% of portfolio
|
Q2 2025
Added 12.16%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
82,803
shares
|
$3.8 Million
0.47% of portfolio
|
Q3 2025
Reduced 5.68%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
82,198
shares
|
$3.77 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
81,938
shares
|
$3.76 Million
0.28% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
81,000
shares
|
$3.72 Million
0.27% of portfolio
|
Q3 2025
Reduced 9.16%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 17, 2025 Q3 2025 |
80,475
shares
|
$3.69 Million
1.06% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
80,314
shares
|
$3.69 Million
0.59% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
80,101
shares
|
$3.68 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
79,526
shares
|
$3.65 Million
2.71% of portfolio
|
Q3 2025
Reduced 5.28%
|
|
|
Cottonwood Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
78,945
shares
|
$3.62 Million
2.9% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
78,706
shares
|
$3.61 Million
1.42% of portfolio
|
Q3 2025
Reduced 41.19%
|
|
|
Treasure Coast Financial Planning
|
Nov 03, 2025 Q3 2025 |
78,330
shares
|
$3.6 Million
2.09% of portfolio
|
Q3 2025
Reduced 27.63%
|
|
|
Prism Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
78,009
shares
|
$3.58 Million
1.06% of portfolio
|
Q3 2025
Reduced 17.81%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
77,631
shares
|
$3.56 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
77,551
shares
|
$3.56 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
77,136
shares
|
$3.54 Million
0.38% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Kraematon Investment Advisors, Inc
|
Nov 07, 2025 Q3 2025 |
75,190
shares
|
$3.45 Million
3.23% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
74,405
shares
|
$3.42 Million
0.07% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
72,526
shares
|
$3.33 Million
0.58% of portfolio
|
Q3 2025
New holding
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 23, 2025 Q3 2025 |
72,226
shares
|
$3.32 Million
1.05% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
71,015
shares
|
$3.26 Million
0.04% of portfolio
|
Q3 2025
Reduced 14.08%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
70,216
shares
|
$3.22 Million
0.27% of portfolio
|
Q3 2025
Reduced 6.54%
|
|