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 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-5.46K- 6.33% |
$218K - $230K
|
80.8K
$3.74M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-5.85K- 54.5% |
$233K - $247K
|
4.88K
$226K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-5.91K- 9.92% |
$236K - $250K
|
53.7K
$2.48M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-5.98K- 4.38% |
$239K - $252K
|
131K
$6.04M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-6.19K- 20.04% |
$247K - $261K
|
24.7K
$1.14M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6.2K- 9.4% |
$248K - $262K
|
59.8K
$2.76M
|
|
|
May 03, 2024
Q1 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-6.2K- 10.88% |
$248K - $262K
|
50.8K
$2.35M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.34K- 32.09% |
$253K - $268K
|
13.4K
$620K
|
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-6.4K- 13.53% |
$255K - $270K
|
40.9K
$1.89M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.62K- 4.1% |
$264K - $280K
|
155K
$7.15M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.76K- 1.38% |
$270K - $286K
|
484K
$22.4M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-7.11K- 2.61% |
$284K - $300K
|
265K
$12.2M
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-7.47K- 4.27% |
$298K - $316K
|
167K
$7.74M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.53K- 9.2% |
$301K - $318K
|
74.3K
$3.43M
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-7.65K- 12.59% |
$306K - $323K
|
53.1K
$2.46M
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-7.75K- 1.85% |
$310K - $327K
|
412K
$19M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-7.79K- 2.65% |
$311K - $329K
|
286K
$13.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-7.83K- 26.5% |
$313K - $330K
|
21.7K
$1M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-7.88K- 5.68% |
$315K - $333K
|
131K
$6.06M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-8K- 8.39% |
$319K - $338K
|
87.3K
$4.04M
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-8.37K- 32.6% |
$334K - $354K
|
17.3K
$800K
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-8.41K- 6.59% |
$336K - $355K
|
119K
$5.52M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-8.48K- 1.64% |
$339K - $358K
|
508K
$23.5M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-8.6K- 20.9% |
$343K - $363K
|
32.5K
$1.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-8.61K- 18.6% |
$344K - $364K
|
37.7K
$1.74M
|
|
|
Apr 19, 2024
Q1 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-8.67K- 60.43% |
$346K - $366K
|
5.68K
$262K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.25K- 3.2% |
$369K - $391K
|
280K
$13M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-9.82K- 1.69% |
$392K - $414K
|
572K
$26.4M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-10.2K- 9.52% |
$406K - $429K
|
96.6K
$4.47M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-10.3K- 17.37% |
$411K - $435K
|
49K
$2.26M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-10.7K- 3.41% |
$429K - $453K
|
304K
$14.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-10.7K- 14.74% |
$429K - $454K
|
62.1K
$2.87M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-11.1K- 23.19% |
$444K - $469K
|
36.8K
$1.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.1K- 2.28% |
$445K - $470K
|
477K
$22.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-11.2K- 12.99% |
$447K - $473K
|
75K
$3.47M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-12.2K- 4.62% |
$485K - $513K
|
251K
$11.6M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12.3K- 9.59% |
$492K - $520K
|
116K
$5.37M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13K- 5.48% |
$521K - $551K
|
225K
$10.4M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-13.2K- 66.33% |
$528K - $558K
|
6.71K
$310K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.3K- 2.33% |
$530K - $561K
|
556K
$25.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-13.4K- 6.08% |
$534K - $564K
|
206K
$9.54M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-15.6K- 5.32% |
$625K - $661K
|
278K
$12.9M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.3KClosed |
$651K - $688K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-16.5K- 3.46% |
$658K - $695K
|
460K
$21.3M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-16.5K- 13.39% |
$659K - $697K
|
107K
$4.94M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-16.6K- 4.87% |
$662K - $700K
|
324K
$15M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.8K- 50.72% |
$670K - $708K
|
16.3K
$753K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-16.9K- 12.42% |
$675K - $713K
|
119K
$5.51M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-17.2K- 2.8% |
$689K - $728K
|
599K
$27.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-17.3K- 14.97% |
$691K - $730K
|
98.3K
$4.54M
|