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 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-690- 2.26% |
$29.4K - $31.4K
|
29.8K
$1.28M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-724- 5.07% |
$30.8K - $32.9K
|
13.6K
$582K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-825- 62.26% |
$35.2K - $37.5K
|
500
$21.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-857- 1.1% |
$36.5K - $39K
|
76.7K
$3.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-894- 11.69% |
$38.1K - $40.7K
|
6.76K
$290K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-919- 10.0% |
$39.2K - $41.8K
|
8.27K
$355K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-1.06K- 1.44% |
$45K - $48K
|
72.4K
$3.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.12K- 2.69% |
$47.8K - $51K
|
40.5K
$1.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.15K- 5.93% |
$49.1K - $52.5K
|
18.3K
$785K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.22K- 1.23% |
$52.1K - $55.6K
|
98.4K
$4.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.47K- 4.39% |
$62.5K - $66.7K
|
31.9K
$1.37M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.76K- 14.49% |
$75.2K - $80.3K
|
10.4K
$447K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-1.94K- 4.18% |
$82.7K - $88.3K
|
44.5K
$1.91M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.1K- 10.07% |
$89.4K - $95.5K
|
18.7K
$805K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.21K- 6.88% |
$94.3K - $101K
|
30K
$1.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-2.32K- 9.81% |
$98.7K - $105K
|
21.3K
$915K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.38K- 26.88% |
$101K - $108K
|
6.46K
$277K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-2.83K- 22.45% |
$121K - $129K
|
9.78K
$420K
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-3.05K- 19.36% |
$130K - $139K
|
12.7K
$545K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.29K- 56.55% |
$140K - $150K
|
2.53K
$109K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-3.37K- 1.7% |
$144K - $154K
|
195K
$8.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.96K- 10.22% |
$169K - $180K
|
34.8K
$1.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-4.48K- 4.71% |
$191K - $204K
|
90.7K
$3.9M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-6.54K- 1.33% |
$278K - $297K
|
485K
$20.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-6.54K- 4.58% |
$279K - $298K
|
136K
$5.86M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-7.64K- 25.19% |
$326K - $348K
|
22.7K
$974K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-9.68K- 9.29% |
$412K - $440K
|
94.5K
$4.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-12.7K- 13.57% |
$541K - $578K
|
80.8K
$3.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-13.3K- 31.55% |
$566K - $604K
|
28.8K
$1.24M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-14.2K- 15.29% |
$607K - $648K
|
78.9K
$3.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-16.1K- 55.44% |
$687K - $734K
|
13K
$557K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-17.1K- 12.76% |
$730K - $780K
|
117K
$5.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-17.3K- 3.94% |
$736K - $786K
|
422K
$18.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-17.5K- 69.65% |
$747K - $798K
|
7.64K
$328K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-19.7K- 16.44% |
$839K - $896K
|
100K
$4.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-21.4K- 30.7% |
$912K - $974K
|
48.3K
$2.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-22.4K- 6.33% |
$953K - $1.02M
|
331K
$14.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-25.9K- 25.02% |
$1.1M - $1.18M
|
77.5K
$3.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-38.8K- 6.03% |
$1.65M - $1.77M
|
605K
$26M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-457K- 97.76% |
$19.5M - $20.8M
|
10.5K
$450K
|