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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
29+ 0.17% |
$1.16K - $1.23K
|
17.2K
$800K
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
22New |
$879 - $933
|
22
$1.02K
|
|
|
Aug 09, 2024
Q2 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
20+ 0.14% |
$799 - $849
|
14.4K
$667K
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
11+ 0.11% |
$439 - $467
|
9.62K
$447K
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
10+ 0.11% |
$399 - $424
|
8.71K
$405K
|
|
|
Aug 08, 2024
Q2 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
7+ 0.04% |
$280 - $297
|
17.9K
$833K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
7+ 0.14% |
$280 - $297
|
4.99K
$232K
|
|
|
Aug 08, 2024
Q2 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
6+ 0.11% |
$240 - $255
|
5.51K
$256K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6+ 0.06% |
$240 - $255
|
9.63K
$448K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5+ 0.59% |
$200 - $212
|
853
$39.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 0.65% |
$160 - $170
|
624
$29K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
4+ 0.79% |
$160 - $170
|
511
$23.8K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4+ 0.64% |
$160 - $170
|
631
$29.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
2+ 0.01% |
$79.9 - $84.9
|
13.4K
$625K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
2+ 0.8% |
$79.9 - $84.9
|
252
$11.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$39.9 - $42.4
|
6.17K
$287K
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.26% |
$39.9 - $42.4
|
388
$18K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.6% |
$39.9 - $42.4
|
168
$7.81K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1- 0.01% |
$39.9 - $42.4
|
9.89K
$460K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-7- 0.5% |
$280 - $297
|
1.39K
$64.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-8- 0.09% |
$320 - $339
|
8.7K
$405K
|
|
|
Jul 30, 2024
Q2 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-11- 0.1% |
$439 - $467
|
10.8K
$503K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-11- 0.15% |
$439 - $467
|
7.47K
$347K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-35- 8.88% |
$1.4K - $1.49K
|
359
$16.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-40- 2.05% |
$1.6K - $1.7K
|
1.91K
$88.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-96- 3.01% |
$3.83K - $4.07K
|
3.09K
$144K
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-147- 0.29% |
$5.87K - $6.24K
|
50.7K
$2.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-154- 0.28% |
$6.15K - $6.53K
|
55K
$2.56M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-157- 1.15% |
$6.27K - $6.66K
|
13.5K
$628K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-159- 0.21% |
$6.35K - $6.75K
|
75.3K
$3.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-159- 12.15% |
$6.35K - $6.75K
|
1.15K
$53.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-164- 1.3% |
$6.55K - $6.96K
|
12.4K
$577K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-167- 3.77% |
$6.67K - $7.09K
|
4.26K
$198K
|
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-174- 1.39% |
$6.95K - $7.38K
|
12.3K
$572K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-176- 1.7% |
$7.03K - $7.47K
|
10.2K
$472K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-198- 1.54% |
$7.91K - $8.4K
|
12.6K
$587K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-208- 3.73% |
$8.31K - $8.83K
|
5.37K
$250K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-221- 0.68% |
$8.83K - $9.38K
|
32.3K
$1.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-235- 1.9% |
$9.39K - $9.97K
|
12.1K
$564K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-252- 1.08% |
$10.1K - $10.7K
|
23.1K
$1.08M
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-265- 5.01% |
$10.6K - $11.2K
|
5.02K
$233K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-267- 3.59% |
$10.7K - $11.3K
|
7.17K
$333K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-271- 0.22% |
$10.8K - $11.5K
|
121K
$5.61M
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-319- 5.12% |
$12.7K - $13.5K
|
5.91K
$275K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-330- 0.64% |
$13.2K - $14K
|
50.8K
$2.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-377- 5.26% |
$15.1K - $16K
|
6.79K
$316K
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
SELL
|
- |
-380- 0.74% |
$15.2K - $16.1K
|
50.8K
$2.36M
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-412- 2.89% |
$16.5K - $17.5K
|
13.8K
$643K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-420- 1.83% |
$16.8K - $17.8K
|
22.5K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-430- 3.42% |
$17.2K - $18.2K
|
12.2K
$565K
|