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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
457K+ 4419.85% |
$19.5M - $20.8M
|
467K
$20.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
91.3K+ 1169.77% |
$3.89M - $4.16M
|
99.1K
$4.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
63.1K+ 88942.25% |
$2.69M - $2.87M
|
63.2K
$2.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19.5K+ 1991.71% |
$829K - $886K
|
20.4K
$878K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
10.3K+ 81.15% |
$441K - $471K
|
23.1K
$991K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
8.14K+ 14.38% |
$347K - $370K
|
64.8K
$2.78M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
6.83K+ 76.11% |
$291K - $311K
|
15.8K
$679K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
4.7K+ 59.96% |
$200K - $214K
|
12.5K
$538K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
4.54K+ 14.22% |
$193K - $206K
|
36.4K
$1.56M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.52KNew |
$193K - $206K
|
4.52K
$194K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
3.25K+ 1.11% |
$138K - $148K
|
296K
$12.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
2.81K+ 2.26% |
$120K - $128K
|
128K
$5.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.4K+ 6.48% |
$102K - $109K
|
39.5K
$1.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
1.68K+ 1.74% |
$71.5K - $76.4K
|
98.3K
$4.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.34K+ 93.26% |
$57.2K - $61.1K
|
2.78K
$119K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
866+ 205.7% |
$36.9K - $39.4K
|
1.29K
$55.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
767+ 12.17% |
$32.7K - $34.9K
|
7.07K
$304K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
724+ 0.61% |
$30.8K - $32.9K
|
120K
$5.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
576+ 6.6% |
$24.5K - $26.2K
|
9.31K
$400K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
484New |
$20.6K - $22K
|
484
$20.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
406New |
$17.3K - $18.5K
|
406
$17.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
300New |
$12.8K - $13.7K
|
300
$12.9K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
166New |
$7.07K - $7.55K
|
166
$7.13K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
110+ 1.52% |
$4.69K - $5.01K
|
7.36K
$316K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
90+ 0.21% |
$3.83K - $4.1K
|
42K
$1.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
38+ 0.65% |
$1.62K - $1.73K
|
5.91K
$254K
|
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
37+ 0.58% |
$1.58K - $1.68K
|
6.37K
$274K
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
27+ 0.11% |
$1.15K - $1.23K
|
25.6K
$1.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
25+ 0.15% |
$1.07K - $1.14K
|
16.9K
$725K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
24+ 0.29% |
$1.02K - $1.09K
|
8.19K
$352K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6+ 0.36% |
$256 - $273
|
1.69K
$72.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-5- 0.07% |
$213 - $228
|
7.51K
$322K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-20- 0.04% |
$852 - $910
|
49.8K
$2.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-59- 0.05% |
$2.51K - $2.69K
|
114K
$4.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-65- 0.8% |
$2.77K - $2.96K
|
8.11K
$348K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-90- 0.56% |
$3.83K - $4.1K
|
16.1K
$692K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-94- 0.62% |
$4.01K - $4.28K
|
15.1K
$649K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-108- 0.89% |
$4.6K - $4.92K
|
12.1K
$518K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-126- 0.89% |
$5.37K - $5.73K
|
14.1K
$604K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-131- 1.71% |
$5.58K - $5.96K
|
7.51K
$323K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-140- 0.37% |
$5.97K - $6.37K
|
37.9K
$1.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-151- 38.62% |
$6.43K - $6.87K
|
240
$10.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-220- 0.55% |
$9.37K - $10K
|
39.8K
$1.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-227- 0.28% |
$9.67K - $10.3K
|
81.9K
$3.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-372- 4.71% |
$15.9K - $16.9K
|
7.52K
$323K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-450- 3.7% |
$19.2K - $20.5K
|
11.7K
$503K
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-519- 1.09% |
$22.1K - $23.6K
|
46.9K
$2.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-540- 5.95% |
$23K - $24.6K
|
8.53K
$366K
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-624- 0.75% |
$26.6K - $28.4K
|
82K
$3.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-663- 34.78% |
$28.3K - $30.2K
|
1.24K
$53.4K
|