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 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
2.81K+ 2.26% |
$120K - $128K
|
128K
$5.73M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.74K+ 24.98% |
$117K - $125K
|
13.7K
$616K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.66K+ 182.05% |
$113K - $121K
|
4.12K
$185K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.63K+ 0.52% |
$112K - $120K
|
513K
$23M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.4K+ 6.48% |
$102K - $109K
|
39.5K
$1.77M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.38K+ 9.28% |
$101K - $108K
|
28K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.32K+ 6.37% |
$98.7K - $105K
|
38.7K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.11K+ 79.62% |
$90.1K - $96.2K
|
4.77K
$214K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
2K+ 1.08% |
$85.2K - $91K
|
188K
$8.42M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.98K+ 7.23% |
$84.5K - $90.2K
|
29.4K
$1.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.89K+ 27.76% |
$80.5K - $86K
|
8.69K
$390K
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
1.88K+ 15.88% |
$79.9K - $85.4K
|
13.7K
$614K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.69K+ 11.15% |
$71.8K - $76.7K
|
16.8K
$755K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
1.68K+ 1.74% |
$71.5K - $76.4K
|
98.3K
$4.41M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.62K+ 2.43% |
$68.9K - $73.6K
|
68.2K
$3.06M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.57K+ 2.43% |
$66.7K - $71.3K
|
66K
$2.96M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
1.54K+ 16.38% |
$65.5K - $70K
|
10.9K
$491K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.52K+ 6.59% |
$64.9K - $69.3K
|
24.6K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1.41K+ 4.57% |
$59.9K - $64K
|
32.1K
$1.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.4K+ 5.27% |
$59.4K - $63.5K
|
27.8K
$1.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.34K+ 93.26% |
$57.2K - $61.1K
|
2.78K
$125K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.31K+ 19.88% |
$56K - $59.8K
|
7.93K
$356K
|
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
1.26K+ 7.55% |
$53.8K - $57.5K
|
18K
$808K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.26K+ 7.12% |
$53.7K - $57.4K
|
19K
$851K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.23KNew |
$52.5K - $56.1K
|
1.23K
$55.3K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.13K+ 3.58% |
$48K - $51.2K
|
32.6K
$1.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.11K+ 2.35% |
$47.1K - $50.3K
|
48.2K
$2.17M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.1K+ 5.42% |
$46.9K - $50.1K
|
21.4K
$961K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.1K+ 20.27% |
$46.8K - $50K
|
6.52K
$293K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.07K+ 0.68% |
$45.6K - $48.7K
|
158K
$7.11M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
985New |
$42K - $44.8K
|
985
$44.2K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
935+ 3.15% |
$39.8K - $42.6K
|
30.6K
$1.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
907New |
$38.6K - $41.3K
|
907
$40.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
906+ 11.46% |
$38.6K - $41.2K
|
8.81K
$396K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
866+ 205.7% |
$36.9K - $39.4K
|
1.29K
$57.8K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
823+ 4.26% |
$35.1K - $37.5K
|
20.1K
$904K
|
|
|
May 15, 2025
Q1 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
807+ 11.97% |
$34.4K - $36.7K
|
7.55K
$339K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
791+ 6.97% |
$33.7K - $36K
|
12.1K
$545K
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
778+ 5.34% |
$33.2K - $35.4K
|
15.4K
$690K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
778+ 1.75% |
$33.2K - $35.4K
|
45.3K
$2.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
767+ 12.17% |
$32.7K - $34.9K
|
7.07K
$317K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
724+ 0.61% |
$30.8K - $32.9K
|
120K
$5.4M
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
722+ 3.0% |
$30.8K - $32.9K
|
24.8K
$1.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
719+ 8.18% |
$30.6K - $32.7K
|
9.51K
$427K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
711+ 2.64% |
$30.3K - $32.4K
|
27.6K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
682+ 0.43% |
$29.1K - $31K
|
159K
$7.16M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
659+ 5.8% |
$28.1K - $30K
|
12K
$540K
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
655New |
$27.9K - $29.8K
|
655
$29.4K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
650New |
$27.7K - $29.6K
|
650
$29.2K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
610+ 0.56% |
$26K - $27.8K
|
110K
$4.95M
|