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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-531- 75.64% |
$21.2K - $22.4K
|
171
$7.91K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-578- 3.67% |
$23.1K - $24.4K
|
15.2K
$702K
|
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-583- 3.98% |
$23.3K - $24.6K
|
14.1K
$651K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-587- 48.35% |
$23.4K - $24.8K
|
627
$29K
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-590- 0.34% |
$23.6K - $24.9K
|
175K
$8.08M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-607- 6.21% |
$24.2K - $25.6K
|
9.17K
$424K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-615- 1.82% |
$24.6K - $26K
|
33.2K
$1.54M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-621- 27.13% |
$24.8K - $26.2K
|
1.67K
$77.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-622- 3.15% |
$24.8K - $26.3K
|
19.1K
$883K
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-632- 3.59% |
$25.2K - $26.7K
|
17K
$785K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-642- 10.16% |
$25.6K - $27.1K
|
5.68K
$263K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-652- 2.76% |
$26K - $27.5K
|
23K
$1.06M
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-695- 3.6% |
$27.8K - $29.3K
|
18.6K
$859K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-698- 2.51% |
$27.9K - $29.5K
|
27.1K
$1.25M
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-725- 7.47% |
$29K - $30.6K
|
8.99K
$416K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-748- 6.38% |
$29.9K - $31.6K
|
11K
$507K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-755- 1.36% |
$30.2K - $31.9K
|
54.6K
$2.53M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-788- 2.03% |
$31.5K - $33.3K
|
38.1K
$1.76M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-789- 9.04% |
$31.5K - $33.3K
|
7.94K
$367K
|
|
|
Apr 17, 2024
Q1 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-817- 13.74% |
$32.6K - $34.5K
|
5.13K
$237K
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-821- 12.99% |
$32.8K - $34.7K
|
5.5K
$254K
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-823- 0.93% |
$32.9K - $34.8K
|
87.2K
$4.03M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-828- 6.06% |
$33.1K - $35K
|
12.8K
$593K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-846- 4.75% |
$33.8K - $35.7K
|
17K
$784K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-849- 37.8% |
$33.9K - $35.9K
|
1.4K
$64.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-869- 2.83% |
$34.7K - $36.7K
|
29.9K
$1.38M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-872- 31.65% |
$34.8K - $36.8K
|
1.88K
$87.1K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-878- 25.09% |
$35.1K - $37.1K
|
2.62K
$121K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-882- 7.41% |
$35.2K - $37.2K
|
11K
$510K
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-892- 7.91% |
$35.6K - $37.7K
|
10.4K
$480K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-964- 1.58% |
$38.5K - $40.7K
|
60K
$2.78M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-982- 14.14% |
$39.2K - $41.5K
|
5.96K
$276K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-986- 7.26% |
$39.4K - $41.6K
|
12.6K
$582K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-992- 5.54% |
$39.6K - $41.9K
|
16.9K
$783K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-993- 4.15% |
$39.7K - $41.9K
|
22.9K
$1.06M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-994- 16.63% |
$39.7K - $42K
|
4.98K
$230K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1K- 16.67% |
$39.9K - $42.2K
|
5K
$231K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.03K- 15.39% |
$41.3K - $43.6K
|
5.68K
$263K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
SELL
|
- |
-1.04K- 51.23% |
$41.6K - $44K
|
991
$45.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-1.05K- 0.55% |
$42K - $44.4K
|
191K
$8.81M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-1.09K- 49.98% |
$43.7K - $46.2K
|
1.09K
$50.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-1.09K- 6.26% |
$43.7K - $46.2K
|
16.4K
$757K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.2K- 3.0% |
$47.8K - $50.6K
|
38.7K
$1.79M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.23K- 9.78% |
$49.1K - $51.9K
|
11.3K
$525K
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-1.24K- 49.4% |
$49.6K - $52.5K
|
1.27K
$58.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.31K- 6.76% |
$52.5K - $55.5K
|
18.1K
$838K
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-1.31K- 10.35% |
$52.5K - $55.5K
|
11.4K
$526K
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.37K- 1.1% |
$54.8K - $57.9K
|
124K
$5.72M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.41K- 2.28% |
$56.5K - $59.7K
|
60.6K
$2.8M
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.47K- 18.21% |
$58.6K - $62K
|
6.59K
$305K
|