Purchases and Sales Made in Q2 2024 in First Tr Value Line Divid Inde (FVD)

FVD Quotes by TradingView

This table provides information about the institutional ownership of First Tr Value Line Divid Inde (FVD) during Q2 2024. 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
Aug 06, 2024 Q2 2024
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
1.01M
+ 4288.29%
$40.5M - $43M
1.04M $46.3M
Aug 13, 2024 Q2 2024
Petix & Botte CO

BUY
 -
280K
+ 98.31%
$11.2M - $11.9M
564K $25.2M
Aug 02, 2024 Q2 2024
Larson Financial Group LLC

BUY
 -
178K
+ 93.28%
$7.1M - $7.54M
368K $16.4M
Aug 14, 2024 Q2 2024
Gts Securities LLC

New York, NY
BUY
 -
151K
New
$6.02M - $6.39M
151K $6.71M
Jul 25, 2024 Q2 2024
Signature Estate & Investment Advisors LLC

BUY
 -
115K
New
$4.6M - $4.88M
115K $5.13M
Aug 02, 2024 Q2 2024
Kovack Advisors, Inc.

BUY
 -
98.7K
New
$3.94M - $4.19M
98.7K $4.4M
Jul 26, 2024 Q2 2024
Beacon Financial Advisory LLC

BUY
 -
68.9K
+ 43.01%
$2.75M - $2.92M
229K $10.2M
Aug 13, 2024 Q2 2024
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
53.1K
+ 100.3%
$2.12M - $2.25M
106K $4.73M
Jul 23, 2024 Q2 2024
Wiley Bros. Aintree Capital, LLC

BUY
 -
45.1K
+ 281.12%
$1.8M - $1.92M
61.2K $2.73M
Jul 22, 2024 Q2 2024
Trilogy Capital Inc.

BUY
 -
43.4K
+ 4.09%
$1.73M - $1.84M
1.1M $49.2M
Aug 16, 2024 Q2 2024
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
39.9K
+ 30.48%
$1.59M - $1.69M
171K $7.62M
Aug 14, 2024 Q2 2024
Victory Financial Group, LLC

Austin, TX
BUY
 -
38.6K
+ 10.86%
$1.54M - $1.64M
394K $17.6M
Aug 14, 2024 Q2 2024
Jones Financial Companies Lllp

BUY
 -
35.6K
+ 184.43%
$1.42M - $1.51M
54.9K $2.45M
Aug 15, 2024 Q2 2024
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
31.1K
+ 34.92%
$1.24M - $1.32M
120K $5.37M
Jul 30, 2024 Q2 2024
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
30.4K
+ 17.92%
$1.22M - $1.29M
200K $8.93M
Jul 30, 2024 Q2 2024
Nbt Bank N A

BUY
 -
27.9K
+ 135.49%
$1.11M - $1.18M
48.4K $2.16M
Jul 30, 2024 Q2 2024
Ggm Financials LLC

Columbus, OH
BUY
 -
26.3K
New
$1.05M - $1.12M
26.3K $1.17M
Jul 26, 2024 Q2 2024
Cambridge Investment Research Advisors, Inc.

BUY
 -
24.9K
+ 1.36%
$995K - $1.06M
1.86M $83M
Aug 07, 2024 Q2 2024
Main Street Financial Solutions, LLC

BUY
 -
23.2K
+ 68.66%
$927K - $985K
57K $2.54M
Aug 13, 2024 Q2 2024
Assetmark, Inc

BUY
 -
22.4K
+ 15.23%
$894K - $950K
169K $7.55M
Aug 08, 2024 Q2 2024
Steward Partners Investment Advisory, LLC

BUY
 -
18.6K
+ 5.06%
$741K - $788K
385K $17.2M
Aug 14, 2024 Q2 2024
Engineers Gate Manager LP

New York, NY
BUY
 -
18.5K
New
$737K - $783K
18.5K $823K
Aug 14, 2024 Q2 2024
Two Sigma Securities, LLC

New York, NY
BUY
 -
16.3K
+ 252.22%
$650K - $691K
22.7K $1.01M
Aug 06, 2024 Q2 2024
Davenport & CO LLC

BUY
 -
14.1K
New
$562K - $597K
14.1K $627K
Aug 12, 2024 Q2 2024
Independent Advisor Alliance

BUY
 -
13.2K
+ 8.91%
$529K - $562K
162K $7.21M
Aug 12, 2024 Q2 2024
Mercer Global Advisors Inc

Denver, CO
BUY
 -
13.2K
+ 28.88%
$526K - $559K
58.8K $2.62M
Aug 02, 2024 Q2 2024
Strategic Planning Group, LLC

Bountiful, UT
BUY
 -
12.2K
+ 4.99%
$488K - $519K
257K $11.5M
Aug 02, 2024 Q2 2024
Covenant Asset Management, LLC

BUY
 -
12K
New
$479K - $509K
12K $535K
Jul 05, 2024 Q2 2024
Hbw Advisory Services LLC

BUY
 -
11.4K
+ 11.71%
$454K - $483K
108K $4.84M
Aug 12, 2024 Q2 2024
Ae Wealth Management LLC

BUY
 -
10.6K
+ 8.21%
$422K - $448K
139K $6.21M
Jul 15, 2024 Q2 2024
Pcg Wealth Advisors, LLC

BUY
 -
10.4K
+ 4.84%
$414K - $440K
225K $10M
Aug 06, 2024 Q2 2024
Beacon Financial Group

BUY
 -
10.1K
+ 2.06%
$403K - $428K
500K $22.3M
Aug 13, 2024 Q2 2024
Harvest Investment Services, LLC

BUY
 -
10.1K
+ 7.5%
$402K - $428K
144K $6.44M
Aug 08, 2024 Q2 2024
Zions Bancorporation, N.A.

BUY
 -
9.8K
New
$391K - $416K
9.8K $437K
Aug 14, 2024 Q2 2024
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
9.34K
+ 66.84%
$373K - $396K
23.3K $1.04M
Aug 13, 2024 Q2 2024
Concentrum Wealth Management

BUY
 -
8.75K
+ 5.99%
$350K - $371K
155K $6.9M
Aug 07, 2024 Q2 2024
Oppenheimer & CO Inc

New York, NY
BUY
 -
7.93K
+ 5.12%
$317K - $336K
163K $7.25M
Jul 16, 2024 Q2 2024
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
7.6K
+ 3.03%
$303K - $322K
258K $11.5M
Jul 22, 2024 Q2 2024
Treasure Coast Financial Planning

BUY
 -
7.49K
+ 7.43%
$299K - $318K
108K $4.83M
Aug 14, 2024 Q2 2024
D. E. Shaw & Co., Inc.

New York, NY
BUY
 -
7.35K
+ 27.63%
$294K - $312K
34K $1.51M
Jul 16, 2024 Q2 2024
Org Partners LLC

Roanoke, IN
BUY
 -
6.85K
New
$273K - $290K
6.85K $305K
Aug 14, 2024 Q2 2024
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
6.61K
+ 10.46%
$264K - $281K
69.8K $3.11M
Aug 09, 2024 Q2 2024
Avantax Planning Partners, Inc.

BUY
 -
6.19K
New
$247K - $263K
6.19K $276K
Aug 14, 2024 Q2 2024
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
5.53K
New
$221K - $235K
5.53K $246K
Jul 12, 2024 Q2 2024
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
5.48K
New
$219K - $233K
5.48K $244K
Aug 13, 2024 Q2 2024
Synovus Financial Corp

Columbus, GA
BUY
 -
5.39K
+ 31.5%
$215K - $228K
22.5K $1M
Aug 01, 2024 Q2 2024
Crestwood Advisors Group LLC

BUY
 -
5.07K
New
$202K - $215K
5.07K $226K
Jul 18, 2024 Q2 2024
Wealth Care Investment Partners, LLC

BUY
 -
4.92K
+ 2.05%
$197K - $209K
245K $10.9M
Jul 17, 2024 Q2 2024
Ballew Advisors, Inc

BUY
 -
4.63K
+ 4.57%
$185K - $196K
106K $4.72M

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