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 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
606+ 11.08% |
$25.8K - $27.6K
|
6.07K
$273K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
587+ 11.3% |
$25K - $26.7K
|
5.78K
$260K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
576+ 6.6% |
$24.5K - $26.2K
|
9.31K
$418K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
570New |
$24.3K - $25.9K
|
570
$25.6K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
519New |
$22.1K - $23.6K
|
519
$23.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
484New |
$20.6K - $22K
|
484
$21.7K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
483New |
$20.6K - $22K
|
483
$21.7K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
474New |
$20.2K - $21.6K
|
474
$21.3K
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
415+ 4.21% |
$17.7K - $18.9K
|
10.3K
$461K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
406New |
$17.3K - $18.5K
|
406
$18.2K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
387+ 4.52% |
$16.5K - $17.6K
|
8.95K
$402K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
330+ 10.04% |
$14.1K - $15K
|
3.62K
$162K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
326+ 4.76% |
$13.9K - $14.8K
|
7.17K
$322K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
315New |
$13.4K - $14.3K
|
315
$14.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
300New |
$12.8K - $13.7K
|
300
$13.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
288+ 0.75% |
$12.3K - $13.1K
|
38.8K
$1.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
237New |
$10.1K - $10.8K
|
237
$10.6K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
234New |
$9.97K - $10.6K
|
234
$10.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
169+ 1.61% |
$7.2K - $7.69K
|
10.7K
$480K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
166New |
$7.07K - $7.55K
|
166
$7.45K
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
162+ 0.59% |
$6.9K - $7.37K
|
27.8K
$1.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
144+ 0.12% |
$6.14K - $6.55K
|
116K
$5.22M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
135+ 250.0% |
$5.75K - $6.14K
|
189
$8.48K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
134+ 1.71% |
$5.71K - $6.1K
|
7.96K
$357K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
112+ 33.14% |
$4.77K - $5.1K
|
450
$20.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
110+ 1.52% |
$4.69K - $5.01K
|
7.36K
$331K
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
95New |
$4.05K - $4.32K
|
95
$4.26K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
91+ 0.98% |
$3.88K - $4.14K
|
9.34K
$419K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
90+ 0.21% |
$3.83K - $4.1K
|
42K
$1.88M
|
|
|
May 21, 2025
Q1 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
84+ 0.37% |
$3.58K - $3.82K
|
22.8K
$1.03M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
64+ 148.84% |
$2.73K - $2.91K
|
107
$4.8K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
62+ 0.11% |
$2.64K - $2.82K
|
56.8K
$2.55M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
59+ 0.2% |
$2.51K - $2.69K
|
28.8K
$1.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
48+ 0.4% |
$2.05K - $2.18K
|
12.2K
$546K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
38+ 0.65% |
$1.62K - $1.73K
|
5.91K
$265K
|
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
37+ 0.58% |
$1.58K - $1.68K
|
6.37K
$286K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
37+ 0.74% |
$1.58K - $1.68K
|
5.01K
$225K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
34+ 0.19% |
$1.45K - $1.55K
|
18K
$808K
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
33+ 0.6% |
$1.41K - $1.5K
|
5.55K
$249K
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
27+ 0.11% |
$1.15K - $1.23K
|
25.6K
$1.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
25+ 0.15% |
$1.07K - $1.14K
|
16.9K
$758K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
25+ 2.34% |
$1.07K - $1.14K
|
1.09K
$49.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
24+ 0.29% |
$1.02K - $1.09K
|
8.19K
$368K
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
22+ 0.06% |
$937 - $1K
|
35.8K
$1.61M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
20+ 0.03% |
$852 - $910
|
70.7K
$3.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
17+ 0.13% |
$724 - $774
|
13.6K
$609K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
14+ 0.59% |
$597 - $637
|
2.39K
$107K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
11+ 0.16% |
$469 - $501
|
6.68K
$300K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
7+ 0.15% |
$298 - $319
|
4.64K
$208K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
7+ 0.61% |
$298 - $319
|
1.16K
$52.3K
|