Purchases and Sales Made in Q1 2024 in First Tr Value Line Divid Inde (FVD)
This table provides information about the institutional ownership of First Tr Value Line Divid Inde (FVD) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TR VALUE LINE DIVID INDE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.2K+ 8.49% |
$128K - $135K
|
40.9K
$1.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3.13K+ 2.66% |
$125K - $132K
|
121K
$5.62M
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3.04K+ 3.95% |
$122K - $129K
|
80.1K
$3.72M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.98K+ 10.05% |
$119K - $126K
|
32.7K
$1.52M
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2.93K+ 12.51% |
$117K - $124K
|
26.3K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
2.91K+ 14.99% |
$116K - $123K
|
22.3K
$1.04M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.86K+ 1.51% |
$114K - $121K
|
192K
$8.92M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.74KNew |
$110K - $116K
|
2.74K
$128K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.73K+ 35.05% |
$109K - $115K
|
10.5K
$489K
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
2.5KNew |
$99.9K - $106K
|
2.5K
$116K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.29K+ 160.63% |
$91.4K - $96.7K
|
3.71K
$173K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.19K+ 14.7% |
$87.5K - $92.5K
|
17.1K
$795K
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
2.18K+ 26.72% |
$87.2K - $92.2K
|
10.4K
$481K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.1K+ 25.23% |
$83.7K - $88.5K
|
10.4K
$483K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.07K+ 27.43% |
$82.8K - $87.5K
|
9.63K
$447K
|
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
2.03K+ 28.06% |
$80.9K - $85.6K
|
9.25K
$430K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.94K+ 29.01% |
$77.3K - $81.7K
|
8.6K
$400K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
1.92KNew |
$76.8K - $81.2K
|
1.92K
$89.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
1.85K+ 1.34% |
$73.9K - $78.2K
|
140K
$6.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.65K+ 1.76% |
$66.1K - $69.8K
|
95.5K
$4.44M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.63K+ 5.36% |
$65.2K - $68.9K
|
32.1K
$1.49M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
1.5K+ 3.01% |
$59.8K - $63.2K
|
51.3K
$2.39M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.46KNew |
$58.3K - $61.7K
|
1.46K
$67.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.33KNew |
$52.9K - $56K
|
1.33K
$61.6K
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.27K+ 10.54% |
$50.8K - $53.8K
|
13.3K
$621K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.18K+ 16.81% |
$47.2K - $49.9K
|
8.21K
$382K
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.17K+ 13.82% |
$46.6K - $49.3K
|
9.61K
$447K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.11KNew |
$44.5K - $47K
|
1.11K
$51.7K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.09K+ 10.91% |
$43.5K - $45.9K
|
11.1K
$514K
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.08K+ 17.66% |
$43K - $45.4K
|
7.17K
$333K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.02K+ 4.1% |
$40.9K - $43.2K
|
26K
$1.21M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
1.02KNew |
$40.6K - $42.9K
|
1.02K
$47.2K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.01K+ 3.01% |
$40.2K - $42.5K
|
34.5K
$1.6M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.01K+ 3.17% |
$40.2K - $42.5K
|
32.7K
$1.52M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
990New |
$39.5K - $41.8K
|
990
$46K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
950+ 7.35% |
$37.9K - $40.1K
|
13.9K
$645K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
778+ 0.66% |
$31.1K - $32.9K
|
118K
$5.5M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
725+ 2.42% |
$29K - $30.6K
|
30.7K
$1.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
724+ 0.48% |
$28.9K - $30.6K
|
153K
$7.09M
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
701+ 3.58% |
$28K - $29.6K
|
20.3K
$943K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
693+ 9.76% |
$27.7K - $29.3K
|
7.79K
$362K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
645+ 10.88% |
$25.8K - $27.2K
|
6.58K
$306K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
642+ 1.27% |
$25.6K - $27.1K
|
51.1K
$2.38M
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
625+ 4.0% |
$25K - $26.4K
|
16.2K
$755K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
616+ 1.93% |
$24.6K - $26K
|
32.6K
$1.51M
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
567+ 0.81% |
$22.6K - $23.9K
|
70.5K
$3.28M
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
534+ 0.62% |
$21.3K - $22.6K
|
86.3K
$4.01M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
526+ 166.46% |
$21K - $22.2K
|
842
$39.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
522+ 0.89% |
$20.8K - $22K
|
59.1K
$2.75M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
514New |
$20.5K - $21.7K
|
514
$23.9K
|