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 |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
52,576
shares
|
$2.41 Million
0.08% of portfolio
|
Q3 2025
Reduced 65.16%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
51,352
shares
|
$2.36 Million
0.73% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
49,692
shares
|
$2.28 Million
0.01% of portfolio
|
Q3 2025
Added 6.88%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
49,444
shares
|
$2.27 Million
1.17% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
48,762
shares
|
$2.24 Million
1.06% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Finward Bancorp
Munster, IN |
Nov 14, 2025 Q3 2025 |
46,801
shares
|
$2.15 Million
1.64% of portfolio
|
Q3 2025
Reduced 6.65%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
46,799
shares
|
$2.15 Million
0.09% of portfolio
|
Q3 2025
Reduced 11.89%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
46,231
shares
|
$2.12 Million
0.34% of portfolio
|
Q3 2025
Added 16.38%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
46,122
shares
|
$2.12 Million
0.86% of portfolio
|
Q1 2024
Added 15.19%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 20, 2025 Q3 2025 |
45,659
shares
|
$2.1 Million
1.17% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Nov 13, 2025 Q3 2025 |
45,559
shares
|
$2.09 Million
0.83% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
45,402
shares
|
$2.08 Million
0.05% of portfolio
|
Q3 2024
Reduced 21.47%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
45,055
shares
|
$2.07 Million
0.19% of portfolio
|
Q3 2023
Reduced 21.61%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 13, 2025 Q3 2025 |
44,966
shares
|
$2.06 Million
0.63% of portfolio
|
Q3 2025
Reduced 6.32%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
44,946
shares
|
$2.06 Million
0.03% of portfolio
|
Q3 2025
Reduced 28.54%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
43,816
shares
|
$2.01 Million
0.18% of portfolio
|
Q3 2025
Reduced 5.62%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 10, 2025 Q3 2025 |
43,429
shares
|
$1.99 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
43,398
shares
|
$1.99 Million
0.01% of portfolio
|
Q3 2025
Added 62.05%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
43,236
shares
|
$1.98 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
42,239
shares
|
$1.94 Million
0.02% of portfolio
|
Q3 2025
Added 82.17%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
42,049
shares
|
$1.93 Million
1.11% of portfolio
|
Q3 2025
Reduced 17.02%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
41,522
shares
|
$1.91 Million
0.34% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
41,444
shares
|
$1.9 Million
0.09% of portfolio
|
Q3 2025
Added 53.3%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
41,026
shares
|
$1.88 Million
0.01% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
40,972
shares
|
$1.88 Million
0.41% of portfolio
|
Q3 2025
Reduced 7.12%
|
|