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 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
12K+ 15.18% |
$510K - $545K
|
90.9K
$4.08M
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
11.8K+ 5.37% |
$501K - $536K
|
231K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
11.7K+ 52.7% |
$497K - $531K
|
33.8K
$1.52M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
11.2K+ 232.02% |
$475K - $508K
|
16K
$717K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
11.1K+ 84.38% |
$475K - $507K
|
24.3K
$1.09M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
10.4KNew |
$443K - $473K
|
10.4K
$466K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
10.3K+ 81.15% |
$441K - $471K
|
23.1K
$1.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
10.3KNew |
$439K - $469K
|
10.3K
$462K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
9.82KNew |
$418K - $447K
|
9.82K
$441K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
9.12KNew |
$389K - $415K
|
9.12K
$409K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.08K+ 21.23% |
$387K - $413K
|
51.8K
$2.33M
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
8.23KNew |
$351K - $375K
|
8.23K
$369K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
8.14K+ 14.38% |
$347K - $370K
|
64.8K
$2.91M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
8.02K+ 89.24% |
$342K - $365K
|
17K
$763K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.51K+ 7.9% |
$320K - $342K
|
103K
$4.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
7KNew |
$298K - $319K
|
7K
$314K
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
6.83K+ 76.11% |
$291K - $311K
|
15.8K
$709K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.6KNew |
$281K - $300K
|
6.6K
$296K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
6.4KNew |
$273K - $291K
|
6.4K
$287K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
6.15K+ 4.14% |
$262K - $280K
|
155K
$6.94M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.09KNew |
$260K - $277K
|
6.09K
$274K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.99K+ 1.77% |
$255K - $273K
|
345K
$15.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
5.67KNew |
$242K - $258K
|
5.67K
$255K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
5.47K+ 1.95% |
$233K - $249K
|
286K
$12.8M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.35K+ 7.72% |
$228K - $244K
|
74.7K
$3.35M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
5.34K+ 24.28% |
$228K - $243K
|
27.3K
$1.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
4.98KNew |
$212K - $227K
|
4.98K
$224K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.8KNew |
$204K - $218K
|
4.8K
$215K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
4.7K+ 59.96% |
$200K - $214K
|
12.5K
$563K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.62K+ 42.22% |
$197K - $210K
|
15.6K
$699K
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
4.56KNew |
$194K - $208K
|
4.56K
$205K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
4.54K+ 14.22% |
$193K - $206K
|
36.4K
$1.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.52KNew |
$193K - $206K
|
4.52K
$203K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
4.51K+ 9.78% |
$192K - $205K
|
50.6K
$2.27M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
4.5K+ 18.56% |
$192K - $205K
|
28.8K
$1.29M
|
|
|
May 05, 2025
Q1 2025
|
Treasure Coast Financial Planning
|
BUY
|
- |
4.35K+ 4.21% |
$186K - $198K
|
108K
$4.84M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
4.25K+ 2.78% |
$181K - $194K
|
157K
$7.05M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.03K+ 4.0% |
$172K - $183K
|
105K
$4.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.62K+ 1.76% |
$154K - $165K
|
209K
$9.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.57K+ 53.6% |
$152K - $162K
|
10.2K
$459K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3.48KNew |
$148K - $159K
|
3.48K
$156K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.47K+ 5.42% |
$148K - $158K
|
67.4K
$3.03M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
3.46K+ 45.73% |
$147K - $157K
|
11K
$494K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.44K+ 7.78% |
$146K - $156K
|
47.6K
$2.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.4K+ 12.24% |
$145K - $155K
|
31.1K
$1.4M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.39K+ 30.56% |
$144K - $154K
|
14.5K
$649K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
3.25K+ 1.11% |
$138K - $148K
|
296K
$13.3M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.13K+ 64.14% |
$133K - $143K
|
8.02K
$360K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3K+ 16.86% |
$128K - $136K
|
20.8K
$933K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.85K+ 4.75% |
$122K - $130K
|
63K
$2.83M
|