Purchases and Sales Made in Q2 2025 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 2025. 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 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
215K+ 102.59% |
$8.72M - $9.68M
|
424K
$19.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
137KNew |
$5.56M - $6.18M
|
137K
$6.29M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
94.9KNew |
$3.86M - $4.28M
|
94.9K
$4.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
77K+ 77.69% |
$3.13M - $3.48M
|
176K
$8.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
39.9K+ 195.19% |
$1.62M - $1.8M
|
60.3K
$2.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
17.4K+ 16.75% |
$706K - $784K
|
121K
$5.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
11.5K+ 90.57% |
$467K - $519K
|
24.2K
$1.11M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
9.82K+ 2.03% |
$399K - $443K
|
495K
$22.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
9.6K+ 2.79% |
$390K - $433K
|
353K
$16.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
8.04K+ 2.97% |
$327K - $363K
|
279K
$12.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
6.56KNew |
$266K - $296K
|
6.56K
$301K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
4.78KNew |
$194K - $216K
|
4.78K
$220K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.36K+ 50.13% |
$177K - $197K
|
13.1K
$599K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
4.3K+ 3.37% |
$175K - $194K
|
132K
$6.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.17K+ 64.31% |
$169K - $188K
|
10.6K
$489K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.63K+ 16.01% |
$148K - $164K
|
26.3K
$1.21M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.31KNew |
$134K - $149K
|
3.31K
$152K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
2.16K+ 112.27% |
$87.7K - $97.4K
|
4.08K
$187K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.5K+ 59.16% |
$60.7K - $67.5K
|
4.02K
$185K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.39K+ 13.22% |
$56.3K - $62.5K
|
11.9K
$545K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.08K+ 23.85% |
$43.8K - $48.7K
|
5.6K
$257K
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
799+ 4.79% |
$32.5K - $36.1K
|
17.5K
$802K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
708+ 1.66% |
$28.8K - $31.9K
|
43.4K
$1.99M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
544+ 1.49% |
$22.1K - $24.5K
|
37K
$1.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
450New |
$18.3K - $20.3K
|
450
$20.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
321+ 1.16% |
$13K - $14.5K
|
28K
$1.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
310+ 0.49% |
$12.6K - $14K
|
63.9K
$2.93M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
300New |
$12.2K - $13.5K
|
300
$13.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
296+ 0.9% |
$12K - $13.4K
|
33.3K
$1.53M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
291+ 4.47% |
$11.8K - $13.1K
|
6.81K
$313K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
254+ 4.17% |
$10.3K - $11.5K
|
6.35K
$291K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
224+ 1.37% |
$9.1K - $10.1K
|
16.5K
$760K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
220+ 4.05% |
$8.94K - $9.93K
|
5.65K
$259K
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
183+ 1.19% |
$7.43K - $8.26K
|
15.5K
$712K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
181+ 2.19% |
$7.35K - $8.17K
|
8.45K
$388K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
148+ 2.56% |
$6.01K - $6.68K
|
5.93K
$272K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
126+ 1.19% |
$5.12K - $5.69K
|
10.7K
$491K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
73+ 0.09% |
$2.97K - $3.29K
|
82.1K
$3.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
71+ 0.41% |
$2.88K - $3.2K
|
17.3K
$796K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
63+ 1.07% |
$2.56K - $2.84K
|
5.97K
$274K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
60+ 0.58% |
$2.44K - $2.71K
|
10.5K
$480K
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
57+ 0.31% |
$2.32K - $2.57K
|
18.7K
$859K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
48+ 0.39% |
$1.95K - $2.17K
|
12.2K
$560K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
39+ 0.07% |
$1.58K - $1.76K
|
56.1K
$2.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
36+ 0.59% |
$1.46K - $1.62K
|
6.16K
$283K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
24+ 0.29% |
$975 - $1.08K
|
8.22K
$377K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
21+ 0.22% |
$853 - $948
|
9.53K
$437K
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
16+ 0.12% |
$650 - $722
|
13.6K
$624K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
11+ 0.11% |
$447 - $496
|
10.4K
$478K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
7+ 0.6% |
$284 - $316
|
1.17K
$53.8K
|