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 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-4.17K- 35.62% |
$167K - $177K
|
7.54K
$336K
|
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-4.18K- 7.86% |
$167K - $177K
|
48.9K
$2.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.42K- 1.96% |
$177K - $188K
|
221K
$9.84M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.46K- 4.61% |
$178K - $189K
|
92.1K
$4.11M
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-4.47K- 30.47% |
$178K - $190K
|
10.2K
$455K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.53K- 74.27% |
$181K - $192K
|
1.57K
$70K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.91K- 3.74% |
$196K - $208K
|
126K
$5.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.07K- 1.16% |
$203K - $215K
|
433K
$19.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-5.17K- 1.71% |
$206K - $219K
|
297K
$13.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-5.3K- 37.16% |
$212K - $225K
|
8.97K
$400K
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-5.33K- 15.24% |
$213K - $226K
|
29.6K
$1.32M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-5.42K- 29.66% |
$216K - $230K
|
12.9K
$573K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.49K- 19.05% |
$219K - $233K
|
23.3K
$1.04M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.63K- 1.22% |
$225K - $239K
|
454K
$20.2M
|
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
SELL
|
- |
-6.01K- 4.1% |
$240K - $255K
|
141K
$6.27M
|
|
|
Jul 17, 2024
Q2 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-6.1K- 5.11% |
$244K - $259K
|
113K
$5.05M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-6.33K- 10.5% |
$253K - $269K
|
54K
$2.41M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-6.33K- 27.98% |
$253K - $269K
|
16.3K
$727K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-6.42K- 13.12% |
$256K - $272K
|
42.5K
$1.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-6.96K- 4.11% |
$278K - $295K
|
162K
$7.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.04K- 13.67% |
$281K - $299K
|
44.5K
$1.98M
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-7.13K- 28.88% |
$285K - $302K
|
17.5K
$782K
|
|
|
Jul 17, 2024
Q2 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-7.17K- 4.84% |
$286K - $304K
|
141K
$6.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.4K- 4.37% |
$295K - $314K
|
162K
$7.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-7.48K- 12.46% |
$299K - $317K
|
52.6K
$2.34M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-7.71K- 11.1% |
$308K - $327K
|
61.8K
$2.75M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-7.75K- 4.2% |
$310K - $329K
|
177K
$7.88M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-8.06K- 12.97% |
$322K - $342K
|
54.1K
$2.41M
|
|
|
Jul 30, 2024
Q2 2024
|
Holistic Financial Partners
|
SELL
|
- |
-8.06K- 3.83% |
$322K - $342K
|
202K
$9.01M
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-8.74K- 2.87% |
$349K - $371K
|
295K
$13.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-8.92K- 7.27% |
$356K - $378K
|
114K
$5.07M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-8.92K- 10.22% |
$356K - $379K
|
78.3K
$3.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-8.97K- 1.77% |
$358K - $380K
|
499K
$22.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-8.99K- 1.78% |
$359K - $381K
|
496K
$22.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-9.46K- 4.58% |
$378K - $401K
|
197K
$8.78M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.62K- 1.47% |
$384K - $408K
|
646K
$28.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-9.62K- 77.74% |
$384K - $408K
|
2.76K
$123K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-9.67K- 28.02% |
$386K - $410K
|
24.8K
$1.11M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.1K- 8.72% |
$404K - $429K
|
106K
$4.72M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-10.2K- 3.57% |
$408K - $433K
|
276K
$12.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-10.5K- 65.65% |
$419K - $445K
|
5.49K
$245K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-10.6K- 14.31% |
$425K - $451K
|
63.7K
$2.84M
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-11.2K- 11.92% |
$449K - $477K
|
83.1K
$3.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.8K- 0.31% |
$470K - $499K
|
3.82M
$170M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-11.9K- 7.08% |
$477K - $507K
|
157K
$6.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-12K- 6.31% |
$480K - $510K
|
178K
$7.96M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-12.1K- 27.36% |
$482K - $512K
|
32K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-12.2K- 5.52% |
$485K - $516K
|
208K
$9.28M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-13K- 17.91% |
$518K - $550K
|
59.4K
$2.65M
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-13K- 13.2% |
$520K - $552K
|
85.6K
$3.82M
|