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 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.62K+ 27.23% |
$184K - $196K
|
21.6K
$961K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
4.57K+ 5.7% |
$182K - $194K
|
84.7K
$3.77M
|
|
|
Jul 18, 2024
Q2 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
3.94K+ 5.59% |
$157K - $167K
|
74.4K
$3.32M
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
3.94K+ 3.18% |
$157K - $167K
|
128K
$5.69M
|
|
|
Aug 07, 2024
Q2 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
3.91K+ 2.8% |
$156K - $166K
|
144K
$6.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
3.86K+ 3.15% |
$154K - $164K
|
126K
$5.64M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.62K+ 14.96% |
$145K - $154K
|
27.8K
$1.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
3.5KNew |
$140K - $149K
|
3.5K
$156K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.46K+ 10.78% |
$138K - $147K
|
35.6K
$1.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.38K+ 42.53% |
$135K - $143K
|
11.3K
$505K
|
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
3.21K+ 31.36% |
$128K - $136K
|
13.4K
$599K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.96K+ 52.88% |
$118K - $125K
|
8.55K
$381K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.86K+ 1.99% |
$114K - $121K
|
147K
$6.54M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.84K+ 33.04% |
$114K - $121K
|
11.4K
$510K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.82K+ 20150.0% |
$113K - $120K
|
2.84K
$126K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
2.8K+ 42.54% |
$112K - $119K
|
9.37K
$418K
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
2.75KNew |
$110K - $117K
|
2.75K
$123K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.41K+ 6.22% |
$96.2K - $102K
|
41.1K
$1.83M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.35K+ 3.03% |
$93.9K - $99.8K
|
80K
$3.57M
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2.31K+ 2.42% |
$92.3K - $98K
|
97.8K
$4.36M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.19K+ 33.81% |
$87.4K - $92.9K
|
8.66K
$386K
|
|
|
Jul 16, 2024
Q2 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.97K+ 34.69% |
$78.6K - $83.5K
|
7.65K
$341K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.94K+ 0.84% |
$77.3K - $82.1K
|
232K
$10.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.87K+ 10.45% |
$74.7K - $79.3K
|
19.8K
$881K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.75K+ 10.72% |
$69.8K - $74.1K
|
18K
$804K
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.61K+ 31.56% |
$64.1K - $68.1K
|
6.7K
$298K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.31K+ 1926.47% |
$52.3K - $55.6K
|
1.38K
$61.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.24K+ 7.98% |
$49.6K - $52.7K
|
16.8K
$750K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.24K+ 4.74% |
$49.5K - $52.6K
|
27.4K
$1.22M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
1.21K+ 0.6% |
$48.1K - $51.1K
|
202K
$9.02M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.17K+ 3.57% |
$46.5K - $49.4K
|
33.8K
$1.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.16K+ 15.41% |
$46.2K - $49K
|
8.66K
$386K
|
|
|
Jul 16, 2024
Q2 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.13K+ 9.39% |
$44.9K - $47.7K
|
13.1K
$584K
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.11K+ 1.23% |
$44.5K - $47.2K
|
92K
$4.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
1.06K+ 10.24% |
$42.4K - $45K
|
11.4K
$509K
|
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.01K+ 2.81% |
$40.4K - $42.9K
|
36.9K
$1.65M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.01KNew |
$40.2K - $42.7K
|
1.01K
$44.9K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
835New |
$33.3K - $35.4K
|
835
$37.2K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
818+ 1.34% |
$32.7K - $34.7K
|
62K
$2.76M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
793New |
$31.7K - $33.6K
|
793
$35.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
764+ 9.01% |
$30.5K - $32.4K
|
9.25K
$412K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
759+ 1.59% |
$30.3K - $32.2K
|
48.5K
$2.16M
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
BUY
|
- |
754+ 4.41% |
$30.1K - $32K
|
17.9K
$796K
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
730+ 4.5% |
$29.2K - $31K
|
17K
$756K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
715+ 340.48% |
$28.6K - $30.3K
|
925
$41.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
703+ 0.48% |
$28.1K - $29.8K
|
148K
$6.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
696+ 5.21% |
$27.8K - $29.5K
|
14K
$626K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
679+ 1.5% |
$27.1K - $28.8K
|
45.8K
$2.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
677+ 2.27% |
$27K - $28.7K
|
30.5K
$1.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
675+ 9.89% |
$27K - $28.6K
|
7.5K
$334K
|