Purchases and Sales Made in Q3 2024 in First Tr Value Line Divid Inde (FVD)

FVD Quotes by TradingView

This table provides information about the institutional ownership of First Tr Value Line Divid Inde (FVD) during Q3 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
Oct 22, 2024 Q3 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
3.43M
+ 4431.49%
$139M - $156M
3.5M $159M
Nov 08, 2024 Q3 2024
Jpmorgan Chase & CO

New York, NY
BUY
 -
533K
+ 105.85%
$21.6M - $24.3M
1.04M $47.1M
Nov 14, 2024 Q3 2024
Benjamin Edwards Inc

Clayton, MO
BUY
 -
474K
+ 3183.8%
$19.2M - $21.6M
489K $22.2M
Oct 15, 2024 Q3 2024
Prosperity Consulting Group, LLC

BUY
 -
218K
New
$8.83M - $9.93M
218K $9.9M
Nov 14, 2024 Q3 2024
Bank Of America Corp

Charlotte, NC
BUY
 -
212K
+ 3.06%
$8.59M - $9.66M
7.15M $324M
Nov 14, 2024 Q3 2024
Two Sigma Investments, LP

New York, NY
BUY
 -
176K
New
$7.11M - $7.99M
176K $7.97M
Nov 04, 2024 Q3 2024
Proactive Wealth Strategies LLC

Marietta, GA
BUY
 -
169K
New
$6.83M - $7.68M
169K $7.66M
Nov 14, 2024 Q3 2024
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
147K
+ 2655.91%
$5.94M - $6.68M
152K $6.91M
Nov 14, 2024 Q3 2024
Ae Wealth Management LLC

BUY
 -
129K
+ 92.76%
$5.23M - $5.88M
268K $12.2M
Nov 12, 2024 Q3 2024
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
127K
New
$5.15M - $5.8M
127K $5.78M
Nov 01, 2024 Q3 2024
Assetmark, Inc

BUY
 -
79K
+ 46.64%
$3.2M - $3.59M
248K $11.3M
Nov 14, 2024 Q3 2024
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
78.4K
+ 205.68%
$3.17M - $3.57M
116K $5.28M
Nov 12, 2024 Q3 2024
Jones Financial Companies Lllp

BUY
 -
54.4K
+ 99.18%
$2.2M - $2.48M
109K $4.96M
Nov 15, 2024 Q3 2024
Orion Portfolio Solutions, LLC

BUY
 -
41.5K
+ 34.71%
$1.68M - $1.89M
161K $7.31M
Oct 15, 2024 Q3 2024
Tcfg Wealth Management, LLC

Laguna Niguel, CA
BUY
 -
40.2K
New
$1.62M - $1.83M
40.2K $1.82M
Nov 14, 2024 Q3 2024
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
38.5K
+ 26.51%
$1.56M - $1.75M
184K $8.33M
Nov 12, 2024 Q3 2024
Wealthgarden F.S. LLC

El Segundo, CA
BUY
 -
38.4K
New
$1.55M - $1.75M
38.4K $1.74M
Nov 12, 2024 Q3 2024
Nwam LLC

Mercer Island, WA
BUY
 -
38.4K
New
$1.55M - $1.75M
38.4K $1.74M
Oct 31, 2024 Q3 2024
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
37.2K
+ 14.39%
$1.5M - $1.69M
296K $13.4M
Nov 07, 2024 Q3 2024
Claro Advisors LLC

Boston, MA
BUY
 -
36.4K
+ 160.17%
$1.47M - $1.66M
59.2K $2.68M
Nov 14, 2024 Q3 2024
Wiley Bros. Aintree Capital, LLC

BUY
 -
35.1K
+ 57.27%
$1.42M - $1.59M
96.3K $4.37M
Oct 11, 2024 Q3 2024
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
30.6K
+ 43.14%
$1.24M - $1.39M
101K $4.6M
Oct 16, 2024 Q3 2024
Good Life Advisors, LLC

BUY
 -
29.9K
+ 89.42%
$1.21M - $1.36M
63.4K $2.88M
Oct 18, 2024 Q3 2024
Petix & Botte CO

BUY
 -
27K
+ 4.78%
$1.09M - $1.23M
591K $26.8M
Oct 29, 2024 Q3 2024
Gps Wealth Strategies Group, LLC

BUY
 -
26.4K
+ 48.25%
$1.07M - $1.2M
81.2K $3.68M
Nov 12, 2024 Q3 2024
Independent Advisor Alliance

BUY
 -
24.9K
+ 15.37%
$1.01M - $1.13M
187K $8.46M
Nov 13, 2024 Q3 2024
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
24.8K
New
$1M - $1.13M
24.8K $1.12M
Nov 14, 2024 Q3 2024
Geneos Wealth Management Inc.

BUY
 -
24.6K
+ 54.38%
$993K - $1.12M
69.7K $3.16M
Nov 01, 2024 Q3 2024
Atria Investments LLC

Charlotte, NC
BUY
 -
22.7K
+ 17.94%
$917K - $1.03M
149K $6.76M
Nov 05, 2024 Q3 2024
Main Street Financial Solutions, LLC

BUY
 -
21.7K
+ 38.09%
$878K - $988K
78.7K $3.57M
Oct 30, 2024 Q3 2024
Beacon Financial Advisory LLC

BUY
 -
19.4K
+ 8.46%
$784K - $881K
248K $11.3M
Oct 18, 2024 Q3 2024
Trilogy Capital Inc.

BUY
 -
19.4K
+ 1.75%
$783K - $881K
1.12M $50.9M
Nov 14, 2024 Q3 2024
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
17.8K
New
$720K - $810K
17.8K $807K
Nov 14, 2024 Q3 2024
Icon Wealth Advisors, LLC

Houston, TX
BUY
 -
16K
+ 4144.44%
$649K - $730K
16.4K $745K
Nov 14, 2024 Q3 2024
Kovitz Investment Group Partners, LLC

BUY
 -
15.5K
New
$626K - $704K
15.5K $702K
Oct 15, 2024 Q3 2024
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
15.5K
+ 18.26%
$626K - $704K
100K $4.54M
Nov 07, 2024 Q3 2024
Hobart Private Capital, LLC

Charlotte, NC
BUY
 -
15.1K
+ 6.67%
$611K - $687K
241K $10.9M
Oct 22, 2024 Q3 2024
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
14.4K
New
$581K - $654K
14.4K $652K
Oct 29, 2024 Q3 2024
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
13K
New
$525K - $590K
13K $588K
Oct 03, 2024 Q3 2024
Park Avenue Securities LLC

BUY
 -
12.9K
+ 26.53%
$520K - $585K
61.4K $2.78M
Oct 24, 2024 Q3 2024
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
12.7K
New
$513K - $576K
12.7K $575K
Nov 14, 2024 Q3 2024
Aqr Capital Management LLC

Greenwich, CT
BUY
 -
12.4K
New
$501K - $563K
12.4K $562K
Oct 29, 2024 Q3 2024
Janney Montgomery Scott LLC

BUY
 -
12.1K
+ 1.88%
$491K - $552K
658K $29.9M
Nov 12, 2024 Q3 2024
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
12K
+ 66.27%
$484K - $544K
30K $1.36M
Nov 14, 2024 Q3 2024
Plotkin Financial Advisors, LLC

Chevy Chase, MD
BUY
 -
11.9K
New
$483K - $543K
11.9K $541K
Nov 13, 2024 Q3 2024
Elios Financial Group Inc.

Westlake, OH
BUY
 -
11.4K
New
$461K - $519K
11.4K $517K
Nov 13, 2024 Q3 2024
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
11.2K
New
$454K - $510K
11.2K $509K
Nov 04, 2024 Q3 2024
Savant Capital, LLC

BUY
 -
11.1K
+ 33.35%
$450K - $506K
44.5K $2.02M
Nov 04, 2024 Q3 2024
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
10.5K
+ 78.18%
$426K - $480K
24K $1.09M

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