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 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.1K- 8.09% |
$46.7K - $49.9K
|
12.5K
$559K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.12K- 2.69% |
$47.8K - $51K
|
40.5K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.14K- 5.18% |
$48.6K - $51.9K
|
20.9K
$938K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.15K- 5.93% |
$49.1K - $52.5K
|
18.3K
$820K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-1.16K- 0.95% |
$49.4K - $52.7K
|
121K
$5.41M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.18K- 3.5% |
$50.1K - $53.5K
|
32.4K
$1.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-1.19K- 8.65% |
$50.5K - $53.9K
|
12.5K
$562K
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-1.22K- 0.96% |
$52K - $55.5K
|
126K
$5.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.22K- 1.23% |
$52.1K - $55.6K
|
98.4K
$4.42M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.24K- 2.57% |
$52.6K - $56.2K
|
46.8K
$2.1M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.28K- 10.17% |
$54.6K - $58.3K
|
11.3K
$508K
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.37K- 0.98% |
$58.3K - $62.3K
|
139K
$6.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-1.37K- 9.22% |
$58.5K - $62.5K
|
13.5K
$607K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.44K- 1.41% |
$61.5K - $65.7K
|
101K
$4.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.47K- 4.39% |
$62.5K - $66.7K
|
31.9K
$1.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.48K- 1.8% |
$63K - $67.3K
|
80.5K
$3.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.57K- 0.88% |
$66.9K - $71.5K
|
176K
$7.91M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-1.58K- 9.23% |
$67.1K - $71.7K
|
15.5K
$695K
|
|
|
May 02, 2025
Q1 2025
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-1.58K- 0.56% |
$67.4K - $72K
|
283K
$12.7M
|
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-1.63K- 13.65% |
$69.4K - $74.1K
|
10.3K
$463K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.71K- 5.78% |
$72.8K - $77.7K
|
27.9K
$1.25M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.71K- 6.42% |
$72.9K - $77.9K
|
25K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.71K- 5.75% |
$73K - $78K
|
28.1K
$1.26M
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-1.72K- 8.36% |
$73.4K - $78.4K
|
18.9K
$848K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.76K- 14.49% |
$75.2K - $80.3K
|
10.4K
$467K
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.8K- 18.99% |
$76.5K - $81.7K
|
7.66K
$344K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.83K- 9.92% |
$78.1K - $83.5K
|
16.7K
$748K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.85K- 1.54% |
$79K - $84.4K
|
119K
$5.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.88K- 2.04% |
$80K - $85.4K
|
90K
$4.04M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.89K- 7.94% |
$80.4K - $85.9K
|
21.9K
$982K
|
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-1.91K- 5.18% |
$81.3K - $86.8K
|
34.9K
$1.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-1.94K- 4.18% |
$82.7K - $88.3K
|
44.5K
$2M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-1.96K- 19.07% |
$83.6K - $89.3K
|
8.33K
$374K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-2.01K- 42.87% |
$85.6K - $91.4K
|
2.68K
$120K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-2.04K- 14.96% |
$86.9K - $92.8K
|
11.6K
$520K
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-2.09K- 3.18% |
$89K - $95K
|
63.6K
$2.85M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.09K- 18.99% |
$89.2K - $95.3K
|
8.93K
$401K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.1K- 10.07% |
$89.4K - $95.5K
|
18.7K
$841K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-2.17K- 12.27% |
$92.6K - $98.9K
|
15.5K
$698K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.21K- 6.88% |
$94.3K - $101K
|
30K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.29K- 1.47% |
$97.5K - $104K
|
153K
$6.88M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-2.3K- 12.08% |
$98.2K - $105K
|
16.8K
$753K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-2.32K- 9.81% |
$98.7K - $105K
|
21.3K
$956K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-2.34K- 7.04% |
$99.8K - $107K
|
30.9K
$1.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.35K- 1.65% |
$100K - $107K
|
140K
$6.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.38K- 26.88% |
$101K - $108K
|
6.46K
$290K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-2.46K- 1.2% |
$105K - $112K
|
203K
$9.1M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-2.5K- 14.73% |
$107K - $114K
|
14.5K
$650K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.58K- 4.2% |
$110K - $117K
|
58.8K
$2.64M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.66K- 1.9% |
$113K - $121K
|
137K
$6.14M
|