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 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-18.9K- 18.89% |
$754K - $798K
|
81.1K
$3.75M
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-19.3K- 4.04% |
$772K - $816K
|
460K
$21.3M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19.5K- 4.02% |
$779K - $824K
|
466K
$21.5M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-20K- 14.22% |
$798K - $844K
|
121K
$5.57M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-21K- 25.79% |
$837K - $885K
|
60.3K
$2.79M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-21.8K- 20.82% |
$872K - $922K
|
83K
$3.84M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-23.1K- 3.92% |
$922K - $974K
|
566K
$26.2M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-23.6K- 5.86% |
$941K - $995K
|
379K
$17.5M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-23.7K- 27.11% |
$946K - $1M
|
63.7K
$2.94M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-24K- 12.5% |
$960K - $1.02M
|
168K
$7.78M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-26.4K- 18.58% |
$1.06M - $1.12M
|
116K
$5.35M
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-27.5K- 24.51% |
$1.1M - $1.16M
|
84.8K
$3.92M
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-27.6K- 73.4% |
$1.1M - $1.17M
|
10K
$463K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-29.3K- 60.64% |
$1.17M - $1.24M
|
19K
$881K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-33.1K- 15.55% |
$1.32M - $1.4M
|
180K
$8.31M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-33.2K- 21.3% |
$1.33M - $1.4M
|
123K
$5.67M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-33.4K- 7.1% |
$1.34M - $1.41M
|
438K
$20.2M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-34.8K- 19.44% |
$1.39M - $1.47M
|
144K
$6.66M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
SELL
|
- |
-39.1K- 38.1% |
$1.56M - $1.65M
|
63.5K
$2.94M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-43.5K- 71.03% |
$1.74M - $1.84M
|
17.7K
$820K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-43.5K- 45.12% |
$1.74M - $1.84M
|
52.9K
$2.45M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-43.8K- 8.32% |
$1.75M - $1.85M
|
482K
$22.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-47.3K- 40.49% |
$1.89M - $2M
|
69.5K
$3.21M
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-52K- 6.23% |
$2.08M - $2.2M
|
782K
$36.2M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-54.9K- 31.73% |
$2.19M - $2.32M
|
118K
$5.46M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-57.4K- 67.44% |
$2.29M - $2.43M
|
27.7K
$1.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-58K- 3.78% |
$2.32M - $2.45M
|
1.48M
$68.2M
|
|
|
May 15, 2024
Q1 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-59.4K- 52.58% |
$2.37M - $2.51M
|
53.6K
$2.48M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-59.6K- 30.0% |
$2.38M - $2.52M
|
139K
$6.43M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-68.5K- 77.78% |
$2.74M - $2.89M
|
19.6K
$905K
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-69.1K- 64.16% |
$2.76M - $2.92M
|
38.6K
$1.78M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-69.3K- 12.54% |
$2.77M - $2.93M
|
483K
$22.4M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-70.6K- 17.62% |
$2.82M - $2.98M
|
330K
$15.3M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-74.9K- 25.38% |
$2.99M - $3.16M
|
220K
$10.2M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-77.4K- 93.29% |
$3.09M - $3.27M
|
5.57K
$257K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-78.9K- 27.41% |
$3.15M - $3.33M
|
209K
$9.67M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-81.3K- 26.11% |
$3.25M - $3.44M
|
230K
$10.6M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-82.2K- 47.95% |
$3.28M - $3.47M
|
89.2K
$4.12M
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-84.1K- 53.93% |
$3.36M - $3.55M
|
71.9K
$3.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-85.7K- 24.99% |
$3.42M - $3.62M
|
257K
$11.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-86.2K- 31.85% |
$3.44M - $3.64M
|
185K
$8.53M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-88.6K- 2.26% |
$3.54M - $3.74M
|
3.83M
$177M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-92.6K- 69.32% |
$3.7M - $3.91M
|
41K
$1.89M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-111K- 5.33% |
$4.44M - $4.7M
|
1.97M
$91.3M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-125K- 17.09% |
$5M - $5.29M
|
607K
$28.1M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-131K- 52.22% |
$5.23M - $5.53M
|
120K
$5.54M
|
|
|
May 10, 2024
Q1 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-131K- 92.76% |
$5.24M - $5.54M
|
10.2K
$473K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-139K- 17.45% |
$5.54M - $5.86M
|
656K
$30.3M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-157K- 75.27% |
$6.26M - $6.62M
|
51.5K
$2.38M
|
|
|
May 09, 2024
Q1 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-158K- 74.06% |
$6.3M - $6.66M
|
55.2K
$2.55M
|