Purchases and Sales Made in Q1 2025 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 2025. 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 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
948K+ 58.46% |
$40.4M - $43.1M
|
2.57M
$115M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
457K+ 4419.85% |
$19.5M - $20.8M
|
467K
$21M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
456K+ 98.31% |
$19.4M - $20.8M
|
920K
$41.3M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
348K+ 12.68% |
$14.8M - $15.8M
|
3.09M
$139M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
323K+ 9398.17% |
$13.8M - $14.7M
|
327K
$14.7M
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
187KNew |
$7.96M - $8.5M
|
187K
$8.39M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
157KNew |
$6.68M - $7.13M
|
157K
$7.04M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
150K+ 415.61% |
$6.4M - $6.84M
|
186K
$8.37M
|
|
|
May 14, 2025
Q1 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
149K+ 288.7% |
$6.34M - $6.77M
|
200K
$8.99M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
121K+ 6.42% |
$5.15M - $5.5M
|
2M
$89.8M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
99.1K+ 169.1% |
$4.22M - $4.51M
|
158K
$7.08M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
98.9K+ 135.3% |
$4.21M - $4.5M
|
172K
$7.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
91.3K+ 1169.77% |
$3.89M - $4.16M
|
99.1K
$4.45M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
77.4K+ 181.34% |
$3.3M - $3.52M
|
120K
$5.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
63.1K+ 88942.25% |
$2.69M - $2.87M
|
63.2K
$2.84M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
56.9K+ 375.88% |
$2.42M - $2.59M
|
72K
$3.23M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
48.9KNew |
$2.08M - $2.23M
|
48.9K
$2.2M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
48.5K+ 785.38% |
$2.07M - $2.21M
|
54.7K
$2.45M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
43.5K+ 267.72% |
$1.85M - $1.98M
|
59.8K
$2.68M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
41.7KNew |
$1.78M - $1.9M
|
41.7K
$1.87M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
38.7K+ 7.62% |
$1.65M - $1.76M
|
547K
$24.6M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
38.2K+ 60.14% |
$1.63M - $1.74M
|
102K
$4.56M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
36.5KNew |
$1.55M - $1.66M
|
36.5K
$1.64M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.9K+ 0.2% |
$1.53M - $1.63M
|
17.7M
$793M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
34.6K+ 266.63% |
$1.47M - $1.57M
|
47.5K
$2.13M
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
34.3KNew |
$1.46M - $1.56M
|
34.3K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
34.2KNew |
$1.46M - $1.56M
|
34.2K
$1.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
34K+ 10.96% |
$1.45M - $1.55M
|
344K
$15.4M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
33.3KNew |
$1.42M - $1.51M
|
33.3K
$1.49M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
32.4KNew |
$1.38M - $1.47M
|
32.4K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
31.9K+ 50.43% |
$1.36M - $1.45M
|
95.3K
$4.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
26.7K+ 197.78% |
$1.14M - $1.22M
|
40.3K
$1.81M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26.7K+ 21.28% |
$1.14M - $1.22M
|
152K
$6.83M
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
24.5KNew |
$1.04M - $1.12M
|
24.5K
$1.1M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
23.3K+ 12.86% |
$993K - $1.06M
|
205K
$9.18M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
23KNew |
$980K - $1.05M
|
23K
$1.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19.5K+ 1991.71% |
$829K - $886K
|
20.4K
$917K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18.1K+ 8.29% |
$769K - $822K
|
236K
$10.6M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
17.1K+ 262.47% |
$730K - $779K
|
23.7K
$1.06M
|
|
|
May 07, 2025
Q1 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
16.7KNew |
$711K - $759K
|
16.7K
$749K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
15.3KNew |
$653K - $697K
|
15.3K
$688K
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
15.3K+ 10.77% |
$652K - $696K
|
157K
$7.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
15.1K+ 5.89% |
$641K - $685K
|
271K
$12.1M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
14.9KNew |
$636K - $680K
|
14.9K
$670K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
14.6K+ 1.77% |
$621K - $664K
|
839K
$37.7M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.5K+ 3.27% |
$619K - $661K
|
459K
$20.6M
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
14.3K+ 2.25% |
$607K - $649K
|
648K
$29.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
13.9K+ 33.31% |
$592K - $633K
|
55.6K
$2.5M
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
13.4K+ 7.71% |
$570K - $609K
|
187K
$8.39M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
13.2K+ 2.26% |
$563K - $601K
|
598K
$26.8M
|