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 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-13.7K- 23.5% |
$546K - $580K
|
44.5K
$1.98M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-13.7K- 3.62% |
$547K - $581K
|
365K
$16.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-14K- 24.69% |
$559K - $594K
|
42.7K
$1.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-14.2K- 24.18% |
$566K - $601K
|
44.4K
$1.98M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-14.7K- 35.79% |
$586K - $622K
|
26.3K
$1.17M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-14.9K- 10.69% |
$594K - $631K
|
124K
$5.54M
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-15.7K- 30.52% |
$626K - $665K
|
35.7K
$1.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-15.8K- 3.27% |
$631K - $671K
|
468K
$20.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-15.9K- 13.71% |
$634K - $674K
|
99.9K
$4.45M
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-16.3K- 18.73% |
$652K - $693K
|
70.9K
$3.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-17K- 5.17% |
$681K - $723K
|
313K
$13.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-17.2K- 22.95% |
$688K - $731K
|
57.8K
$2.58M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-17.3K- 14.47% |
$692K - $736K
|
102K
$4.57M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-17.9K- 38.74% |
$717K - $761K
|
28.4K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-19.3K- 13.4% |
$771K - $819K
|
125K
$5.56M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-20.2K- 12.02% |
$807K - $858K
|
148K
$6.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-20.3K- 11.04% |
$810K - $860K
|
163K
$7.28M
|
|
|
Jul 18, 2024
Q2 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-23.9K- 14.24% |
$953K - $1.01M
|
144K
$6.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-25.5K- 14.52% |
$1.02M - $1.08M
|
150K
$6.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-27.1KClosed |
$1.08M - $1.15M
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-28.9K- 16.05% |
$1.15M - $1.22M
|
151K
$6.73M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-29.1K- 57.23% |
$1.16M - $1.24M
|
21.8K
$970K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-32.4K- 12.46% |
$1.3M - $1.38M
|
228K
$10.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-32.8K- 38.7% |
$1.31M - $1.39M
|
52K
$2.32M
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-33.4K- 28.27% |
$1.33M - $1.42M
|
84.7K
$3.78M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-33.5K- 4.41% |
$1.34M - $1.42M
|
725K
$32.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-33.7K- 41.5% |
$1.34M - $1.43M
|
47.5K
$2.12M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-33.8K- 53.18% |
$1.35M - $1.43M
|
29.7K
$1.33M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-38.4K- 1.9% |
$1.53M - $1.63M
|
1.99M
$88.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-40.3K- 48.56% |
$1.61M - $1.71M
|
42.7K
$1.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-40.7K- 84.91% |
$1.63M - $1.73M
|
7.24K
$323K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-41.7K- 28.65% |
$1.66M - $1.77M
|
104K
$4.62M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-43.6K- 9.04% |
$1.74M - $1.85M
|
439K
$19.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-47.7K- 8.58% |
$1.91M - $2.02M
|
508K
$22.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-52.3K- 72.74% |
$2.09M - $2.22M
|
19.6K
$874K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-52.6K- 44.41% |
$2.1M - $2.23M
|
65.9K
$2.94M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-55.6K- 74.28% |
$2.22M - $2.36M
|
19.3K
$858K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-57K- 17.58% |
$2.28M - $2.42M
|
267K
$11.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-62.9K- 23.76% |
$2.51M - $2.67M
|
202K
$9M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-74.5K- 33.47% |
$2.97M - $3.16M
|
148K
$6.6M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-75.3K- 3.23% |
$3.01M - $3.2M
|
2.26M
$101M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-77.3K- 13.66% |
$3.09M - $3.28M
|
489K
$21.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-78K- 26.07% |
$3.11M - $3.31M
|
221K
$9.86M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-78.3K- 39.07% |
$3.13M - $3.32M
|
122K
$5.44M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-79.8K- 13.14% |
$3.19M - $3.39M
|
528K
$23.5M
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-87.5K- 47.83% |
$3.5M - $3.71M
|
95.5K
$4.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-87.7K- 82.15% |
$3.5M - $3.72M
|
19.1K
$850K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-93.1K- 35.33% |
$3.72M - $3.95M
|
170K
$7.59M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-97.4K- 6.23% |
$3.89M - $4.13M
|
1.47M
$65.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-97.8K- 10.5% |
$3.91M - $4.15M
|
834K
$37.2M
|