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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q2 2024
|
Triumph Capital Management
|
SELL
|
- |
-471- 1.25% |
$18.8K - $20K
|
37.2K
$1.65M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-474- 2.8% |
$18.9K - $20.1K
|
16.5K
$732K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-488- 0.62% |
$19.5K - $20.7K
|
78K
$3.47M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-498- 1.5% |
$19.9K - $21.1K
|
32.7K
$1.45M
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-507- 2.31% |
$20.2K - $21.5K
|
21.5K
$954K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-534- 4.39% |
$21.3K - $22.7K
|
11.6K
$517K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-538- 4.37% |
$21.5K - $22.8K
|
11.8K
$523K
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-538- 3.38% |
$21.5K - $22.8K
|
15.4K
$684K
|
|
|
Aug 14, 2024
Q2 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-543- 6.07% |
$21.7K - $23K
|
8.41K
$374K
|
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-585- 3.15% |
$23.4K - $24.8K
|
18K
$800K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-599- 4.53% |
$23.9K - $25.4K
|
12.6K
$561K
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
SELL
|
- |
-623- 5.47% |
$24.9K - $26.4K
|
10.8K
$478K
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-630- 9.17% |
$25.2K - $26.7K
|
6.24K
$277K
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-662- 2.52% |
$26.4K - $28.1K
|
25.6K
$1.14M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-732- 4.99% |
$29.2K - $31.1K
|
13.9K
$620K
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-785- 1.35% |
$31.4K - $33.3K
|
57.5K
$2.55M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-792- 1.45% |
$31.6K - $33.6K
|
53.8K
$2.39M
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-794- 2.56% |
$31.7K - $33.7K
|
30.3K
$1.35M
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-821- 10.79% |
$32.8K - $34.8K
|
6.79K
$302K
|
|
|
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-855- 1.6% |
$34.1K - $36.3K
|
52.7K
$2.34M
|
|
|
Jul 22, 2024
Q2 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-865- 1.46% |
$34.5K - $36.7K
|
58.2K
$2.59M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-880- 5.65% |
$35.1K - $37.3K
|
14.7K
$654K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-925- 26.83% |
$36.9K - $39.2K
|
2.52K
$112K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-935- 9.83% |
$37.3K - $39.7K
|
8.57K
$381K
|
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-949- 6.74% |
$37.9K - $40.3K
|
13.1K
$584K
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-950- 5.24% |
$37.9K - $40.3K
|
17.2K
$764K
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-954- 1.39% |
$38.1K - $40.5K
|
67.9K
$3.02M
|
|
|
Aug 16, 2024
Q2 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-955- 5.16% |
$38.1K - $40.5K
|
17.6K
$781K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-964- 1.8% |
$38.5K - $40.9K
|
52.7K
$2.34M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-965- 1.39% |
$38.5K - $40.9K
|
68.6K
$3.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-972- 0.81% |
$38.8K - $41.2K
|
120K
$5.32M
|
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-976- 9.4% |
$39K - $41.4K
|
9.4K
$418K
|
|
|
Jul 12, 2024
Q2 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-1.02K- 1.22% |
$40.8K - $43.4K
|
82.5K
$3.67M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.03K- 10.63% |
$41.1K - $43.7K
|
8.65K
$385K
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.04K- 15.8% |
$41.6K - $44.2K
|
5.55K
$247K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.09K- 3.55% |
$43.5K - $46.2K
|
29.6K
$1.31M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.1K- 13.4% |
$43.9K - $46.7K
|
7.11K
$316K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.19K- 8.08% |
$47.6K - $50.6K
|
13.6K
$604K
|
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-1.2K- 3.1% |
$47.9K - $50.9K
|
37.5K
$1.67M
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-1.23K- 6.05% |
$49K - $52.1K
|
19.1K
$847K
|
|
|
Jul 22, 2024
Q2 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-1.3K- 0.45% |
$52K - $55.2K
|
291K
$12.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.31K- 1.33% |
$52.1K - $55.4K
|
97K
$4.31M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.32K- 7.7% |
$52.8K - $56.1K
|
15.8K
$704K
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-1.37K- 2.77% |
$54.9K - $58.3K
|
48.3K
$2.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.39K- 5.36% |
$55.7K - $59.1K
|
24.6K
$1.09M
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-1.4K- 8.07% |
$55.8K - $59.3K
|
15.9K
$707K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1.42K- 10.72% |
$56.6K - $60.1K
|
11.8K
$524K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.44K- 1.53% |
$57.4K - $60.9K
|
92.2K
$4.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.45K- 18.77% |
$57.9K - $61.5K
|
6.28K
$279K
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.46K- 1.78% |
$58.4K - $62K
|
80.5K
$3.58M
|