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 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.68K- 2.4% |
$114K - $122K
|
109K
$4.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.74K- 1.04% |
$117K - $124K
|
261K
$11.7M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-2.75K- 11.0% |
$117K - $125K
|
22.2K
$997K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-2.83K- 22.45% |
$121K - $129K
|
9.78K
$439K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-2.92K- 7.51% |
$124K - $133K
|
35.9K
$1.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.93K- 21.67% |
$125K - $133K
|
10.6K
$474K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.97K- 15.38% |
$126K - $135K
|
16.3K
$733K
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-3.05K- 19.36% |
$130K - $139K
|
12.7K
$570K
|
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-3.12K- 16.91% |
$133K - $142K
|
15.3K
$689K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-3.14K- 14.24% |
$134K - $143K
|
18.9K
$849K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.19K- 7.55% |
$136K - $145K
|
39.1K
$1.75M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-3.21K- 4.11% |
$137K - $146K
|
75K
$3.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-3.21K- 3.72% |
$137K - $146K
|
83.1K
$3.73M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-3.27K- 6.57% |
$139K - $149K
|
46.5K
$2.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.29K- 56.55% |
$140K - $150K
|
2.53K
$113K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-3.29K- 13.81% |
$140K - $150K
|
20.5K
$922K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-3.37K- 1.7% |
$144K - $154K
|
195K
$8.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.39K- 8.49% |
$144K - $154K
|
36.5K
$1.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-3.56K- 4.63% |
$152K - $162K
|
73.4K
$3.3M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.68K- 1.18% |
$157K - $168K
|
307K
$13.8M
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
SELL
|
- |
-3.73K- 2.74% |
$159K - $170K
|
133K
$5.95M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.77K- 32.47% |
$160K - $171K
|
7.83K
$351K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.84K- 8.52% |
$164K - $175K
|
41.3K
$1.85M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.94K- 4.03% |
$168K - $179K
|
93.8K
$4.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.96K- 10.22% |
$169K - $180K
|
34.8K
$1.56M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-3.97K- 12.11% |
$169K - $181K
|
28.8K
$1.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-4.48K- 4.71% |
$191K - $204K
|
90.7K
$4.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-4.49K- 57.93% |
$191K - $204K
|
3.26K
$146K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.58K- 3.96% |
$195K - $209K
|
111K
$4.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.62K- 2.77% |
$197K - $210K
|
162K
$7.29M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-4.64K- 19.06% |
$198K - $211K
|
19.7K
$885K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.84K- 46.05% |
$206K - $220K
|
5.67K
$254K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.11K- 14.07% |
$218K - $232K
|
31.2K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.11K- 1.62% |
$218K - $232K
|
311K
$14M
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-5.25K- 3.25% |
$224K - $239K
|
156K
$7.01M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.74K- 1.58% |
$245K - $261K
|
358K
$16.1M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-5.75K- 0.75% |
$245K - $262K
|
758K
$34M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.16K- 9.82% |
$262K - $280K
|
56.5K
$2.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-6.2K- 11.44% |
$264K - $282K
|
48K
$2.15M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-6.54K- 1.33% |
$278K - $297K
|
485K
$21.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-6.54K- 4.58% |
$279K - $298K
|
136K
$6.12M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-6.62K- 2.59% |
$282K - $301K
|
249K
$11.2M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-6.81K- 7.63% |
$290K - $310K
|
82.4K
$3.7M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-7.01K- 10.97% |
$299K - $319K
|
56.9K
$2.55M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.1K- 4.72% |
$303K - $323K
|
143K
$6.43M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-7.22K- 2.91% |
$307K - $328K
|
241K
$10.8M
|
|
|
May 14, 2025
Q1 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-7.24K- 52.76% |
$308K - $329K
|
6.48K
$291K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-7.31K- 16.25% |
$312K - $333K
|
37.7K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-7.53K- 35.82% |
$321K - $343K
|
13.5K
$606K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-7.64K- 25.19% |
$326K - $348K
|
22.7K
$1.02M
|