Purchases and Sales Made in Q2 2024 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 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
$48.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
280K+ 98.31% |
$11.2M - $11.9M
|
564K
$26.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
178K+ 93.28% |
$7.1M - $7.54M
|
368K
$17.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
151KNew |
$6.02M - $6.39M
|
151K
$7M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
115KNew |
$4.6M - $4.88M
|
115K
$5.35M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
98.7KNew |
$3.94M - $4.19M
|
98.7K
$4.59M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
68.9K+ 43.01% |
$2.75M - $2.92M
|
229K
$10.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
53.1K+ 100.3% |
$2.12M - $2.25M
|
106K
$4.93M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
45.1K+ 281.12% |
$1.8M - $1.92M
|
61.2K
$2.85M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
43.4K+ 4.09% |
$1.73M - $1.84M
|
1.1M
$51.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
42.4K+ 64.43% |
$1.69M - $1.8M
|
108K
$5.03M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
39.9K+ 30.48% |
$1.59M - $1.69M
|
171K
$7.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
38.6K+ 10.86% |
$1.54M - $1.64M
|
394K
$18.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
35.6K+ 184.43% |
$1.42M - $1.51M
|
54.9K
$2.55M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.1K+ 34.92% |
$1.24M - $1.32M
|
120K
$5.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
30.4K+ 17.92% |
$1.22M - $1.29M
|
200K
$9.31M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
27.9K+ 135.49% |
$1.11M - $1.18M
|
48.4K
$2.25M
|
|
|
Jul 30, 2024
Q2 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
26.3KNew |
$1.05M - $1.12M
|
26.3K
$1.22M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.9K+ 1.36% |
$995K - $1.06M
|
1.86M
$86.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
23.2K+ 68.66% |
$927K - $985K
|
57K
$2.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
22.4K+ 15.23% |
$894K - $950K
|
169K
$7.88M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18.6K+ 5.06% |
$741K - $788K
|
385K
$17.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
18.5KNew |
$737K - $783K
|
18.5K
$858K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
16.3K+ 252.22% |
$650K - $691K
|
22.7K
$1.06M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
14.1KNew |
$562K - $597K
|
14.1K
$654K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
13.2K+ 8.91% |
$529K - $562K
|
162K
$7.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
13.2K+ 28.88% |
$526K - $559K
|
58.8K
$2.73M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
12.2K+ 4.99% |
$488K - $519K
|
257K
$12M
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
12KNew |
$479K - $509K
|
12K
$558K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
11.4K+ 11.71% |
$454K - $483K
|
108K
$5.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
10.6K+ 8.21% |
$422K - $448K
|
139K
$6.47M
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
10.4K+ 4.84% |
$414K - $440K
|
225K
$10.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
10.1K+ 2.06% |
$403K - $428K
|
500K
$23.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
10.1K+ 7.5% |
$402K - $428K
|
144K
$6.71M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
9.8KNew |
$391K - $416K
|
9.8K
$456K
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
9.34K+ 66.84% |
$373K - $396K
|
23.3K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Concentrum Wealth Management
|
BUY
|
- |
8.75K+ 5.99% |
$350K - $371K
|
155K
$7.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.93K+ 5.12% |
$317K - $336K
|
163K
$7.56M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.6K+ 3.03% |
$303K - $322K
|
258K
$12M
|
|
|
Jul 22, 2024
Q2 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
7.49K+ 7.43% |
$299K - $318K
|
108K
$5.03M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
7.35K+ 27.63% |
$294K - $312K
|
34K
$1.58M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6.85KNew |
$273K - $290K
|
6.85K
$318K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.61K+ 10.46% |
$264K - $281K
|
69.8K
$3.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
6.19KNew |
$247K - $263K
|
6.19K
$288K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.53KNew |
$221K - $235K
|
5.53K
$257K
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
5.48KNew |
$219K - $233K
|
5.48K
$255K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.39K+ 31.5% |
$215K - $228K
|
22.5K
$1.05M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
5.07KNew |
$202K - $215K
|
5.07K
$236K
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.92K+ 2.05% |
$197K - $209K
|
245K
$11.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
4.63K+ 4.57% |
$185K - $196K
|
106K
$4.93M
|