Purchases and Sales Made in Q3 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 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
$156M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
218KNew |
$8.83M - $9.93M
|
218K
$9.73M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
169KNew |
$6.83M - $7.68M
|
169K
$7.53M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
79K+ 46.64% |
$3.2M - $3.59M
|
248K
$11.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
40.2KNew |
$1.62M - $1.83M
|
40.2K
$1.79M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
37.2K+ 14.39% |
$1.5M - $1.69M
|
296K
$13.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
30.6K+ 43.14% |
$1.24M - $1.39M
|
101K
$4.52M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
29.9K+ 89.42% |
$1.21M - $1.36M
|
63.4K
$2.83M
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
BUY
|
- |
27K+ 4.78% |
$1.09M - $1.23M
|
591K
$26.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
26.4K+ 48.25% |
$1.07M - $1.2M
|
81.2K
$3.62M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
22.7K+ 17.94% |
$917K - $1.03M
|
149K
$6.64M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
19.4K+ 8.46% |
$784K - $881K
|
248K
$11.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
19.4K+ 1.75% |
$783K - $881K
|
1.12M
$50.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
15.5K+ 18.26% |
$626K - $704K
|
100K
$4.46M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
14.4KNew |
$581K - $654K
|
14.4K
$641K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
13KNew |
$525K - $590K
|
13K
$578K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
12.9K+ 26.53% |
$520K - $585K
|
61.4K
$2.74M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
12.7KNew |
$513K - $576K
|
12.7K
$565K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.1K+ 1.88% |
$491K - $552K
|
658K
$29.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
11.1K+ 33.35% |
$450K - $506K
|
44.5K
$1.98M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
10.5K+ 78.18% |
$426K - $480K
|
24K
$1.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
9.23KNew |
$373K - $420K
|
9.23K
$412K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.1K+ 62.76% |
$368K - $414K
|
23.6K
$1.05M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
8.9KNew |
$360K - $405K
|
8.9K
$397K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
8.43K+ 3.43% |
$341K - $383K
|
254K
$11.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
8.14KNew |
$329K - $370K
|
8.14K
$363K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.95K+ 3.97% |
$321K - $361K
|
208K
$9.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
7.7K+ 5.2% |
$311K - $350K
|
156K
$6.94M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
7.5K+ 86.08% |
$303K - $341K
|
16.2K
$723K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.45K+ 9.31% |
$301K - $339K
|
87.4K
$3.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
7.24KNew |
$293K - $329K
|
7.24K
$323K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
6.72KNew |
$272K - $305K
|
6.72K
$299K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.82KNew |
$236K - $265K
|
5.82K
$260K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.46K+ 5.05% |
$221K - $248K
|
114K
$5.06M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5.24K+ 78.24% |
$212K - $238K
|
11.9K
$532K
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
5.2KNew |
$210K - $236K
|
5.2K
$232K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
4.94KNew |
$200K - $225K
|
4.94K
$220K
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
4.85KNew |
$196K - $221K
|
4.85K
$216K
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4.81KNew |
$195K - $219K
|
4.81K
$214K
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
4.78KNew |
$193K - $217K
|
4.78K
$213K
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
4.69KNew |
$190K - $213K
|
4.69K
$209K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.67KNew |
$189K - $212K
|
4.67K
$208K
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
4.65KNew |
$188K - $212K
|
4.65K
$207K
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
4.63KNew |
$187K - $210K
|
4.63K
$206K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
4.62K+ 64.93% |
$187K - $210K
|
11.7K
$523K
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
4.56KNew |
$184K - $207K
|
4.56K
$203K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.21K+ 30.19% |
$170K - $191K
|
18.2K
$809K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
3.38K+ 29.59% |
$137K - $154K
|
14.8K
$660K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.26K+ 11.58% |
$132K - $148K
|
31.4K
$1.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.21K+ 2.82% |
$130K - $146K
|
117K
$5.21M
|