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 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-33.7K- 3.41% |
$1.43M - $1.53M
|
955K
$42.9M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-34.8K- 1.51% |
$1.48M - $1.58M
|
2.26M
$102M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-35.7K- 6.57% |
$1.52M - $1.63M
|
508K
$22.8M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-36.6K- 52.55% |
$1.56M - $1.66M
|
33K
$1.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-38.8K- 6.03% |
$1.65M - $1.77M
|
605K
$27.2M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-41K- 9.1% |
$1.75M - $1.87M
|
410K
$18.4M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-41.4K- 3.62% |
$1.76M - $1.88M
|
1.1M
$49.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-43.5K- 1.3% |
$1.85M - $1.98M
|
3.29M
$148M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-50.2K- 67.42% |
$2.14M - $2.29M
|
24.3K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-54.2K- 1.11% |
$2.31M - $2.47M
|
4.82M
$216M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-55.9K- 3.38% |
$2.38M - $2.55M
|
1.6M
$71.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-60.7K- 83.61% |
$2.59M - $2.76M
|
11.9K
$534K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-64K- 42.58% |
$2.73M - $2.91M
|
86.3K
$3.88M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-75.8K- 10.04% |
$3.23M - $3.45M
|
680K
$30.5M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-82.6K- 50.44% |
$3.52M - $3.76M
|
81.1K
$3.64M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-97.1K- 45.88% |
$4.14M - $4.42M
|
115K
$5.14M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100K- 58.14% |
$4.26M - $4.55M
|
72K
$3.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-107K- 58.49% |
$4.55M - $4.86M
|
75.8K
$3.4M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-110K- 2.84% |
$4.7M - $5.02M
|
3.77M
$169M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-155K- 33.16% |
$6.61M - $7.06M
|
313K
$14M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-183K- 4.41% |
$7.8M - $8.33M
|
3.97M
$178M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-185K- 52.06% |
$7.86M - $8.4M
|
170K
$7.63M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-207K- 16.74% |
$8.81M - $9.41M
|
1.03M
$46.2M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-210K- 98.39% |
$8.96M - $9.56M
|
3.44K
$155K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-399K- 6.0% |
$17M - $18.2M
|
6.26M
$281M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-416K- 6.21% |
$17.7M - $18.9M
|
6.28M
$282M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-457K- 97.76% |
$19.5M - $20.8M
|
10.5K
$470K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-460K- 50.0% |
$19.6M - $20.9M
|
460K
$20.7M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-673K- 9.15% |
$28.7M - $30.6M
|
6.68M
$300M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.06M- 5.04% |
$45.2M - $48.2M
|
20M
$897M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.11M- 98.91% |
$47.2M - $50.4M
|
12.2K
$548K
|