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 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
7+ 0.61% |
$298 - $319
|
1.15K
$51.8K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
6+ 0.7% |
$256 - $273
|
865
$38.8K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
6+ 0.52% |
$256 - $273
|
1.16K
$52K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6+ 0.36% |
$256 - $273
|
1.69K
$76K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
5+ 0.34% |
$213 - $228
|
1.46K
$65.6K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
4+ 0.19% |
$170 - $182
|
2.09K
$93.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.8% |
$128 - $137
|
380
$17.1K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3+ 0.38% |
$128 - $137
|
787
$35.3K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
3+ 1.19% |
$128 - $137
|
256
$11.5K
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
2+ 0.04% |
$85.2 - $91
|
4.94K
$222K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1+ 0.02% |
$42.6 - $45.5
|
4.63K
$208K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4- 0.04% |
$170 - $182
|
9.26K
$416K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-5- 0.07% |
$213 - $228
|
7.51K
$337K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-19- 0.14% |
$810 - $865
|
13.2K
$593K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-20- 0.04% |
$852 - $910
|
49.8K
$2.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-21- 0.19% |
$895 - $956
|
11.2K
$502K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-29- 0.04% |
$1.24K - $1.32K
|
76.7K
$3.44M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-53- 2.12% |
$2.26K - $2.41K
|
2.45K
$110K
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-59- 0.05% |
$2.51K - $2.69K
|
114K
$5.14M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-61- 11.47% |
$2.6K - $2.78K
|
471
$21.1K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-62- 3.3% |
$2.64K - $2.82K
|
1.82K
$81.5K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-64- 0.18% |
$2.73K - $2.91K
|
35.2K
$1.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-65- 0.8% |
$2.77K - $2.96K
|
8.11K
$364K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-65- 0.72% |
$2.77K - $2.96K
|
8.99K
$403K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-87- 1.6% |
$3.71K - $3.96K
|
5.34K
$240K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-90- 0.56% |
$3.83K - $4.1K
|
16.1K
$723K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-92- 0.1% |
$3.92K - $4.19K
|
90.5K
$4.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-94- 0.62% |
$4.01K - $4.28K
|
15.1K
$679K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-96- 0.81% |
$4.09K - $4.37K
|
11.7K
$526K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-98- 2.01% |
$4.18K - $4.46K
|
4.77K
$214K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-100- 0.75% |
$4.26K - $4.55K
|
13.2K
$592K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-104- 0.05% |
$4.43K - $4.73K
|
190K
$8.51M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-108- 0.89% |
$4.6K - $4.92K
|
12.1K
$541K
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-109- 0.23% |
$4.64K - $4.96K
|
48.1K
$2.16M
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-126- 0.89% |
$5.37K - $5.73K
|
14.1K
$631K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-128- 2.68% |
$5.45K - $5.83K
|
4.64K
$208K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-130- 55.56% |
$5.54K - $5.92K
|
104
$4.67K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-131- 1.71% |
$5.58K - $5.96K
|
7.51K
$337K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-140- 0.37% |
$5.97K - $6.37K
|
37.9K
$1.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-151- 38.62% |
$6.43K - $6.87K
|
240
$10.8K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-159- 0.93% |
$6.77K - $7.24K
|
16.9K
$760K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-191- 2.19% |
$8.14K - $8.69K
|
8.54K
$383K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-206- 1.09% |
$8.78K - $9.38K
|
18.7K
$839K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-220- 0.55% |
$9.37K - $10K
|
39.8K
$1.79M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-227- 0.28% |
$9.67K - $10.3K
|
81.9K
$3.67M
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-240- 0.43% |
$10.2K - $10.9K
|
56K
$2.52M
|
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-277- 0.55% |
$11.8K - $12.6K
|
50.2K
$2.25M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-297- 4.87% |
$12.7K - $13.5K
|
5.8K
$260K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-331- 1.3% |
$14.1K - $15.1K
|
25.2K
$1.13M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-347- 2.54% |
$14.8K - $15.8K
|
13.3K
$597K
|