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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.17K- 4.19% |
$47.2K - $53.1K
|
26.7K
$1.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-1.17K- 1.27% |
$47.3K - $53.2K
|
90.8K
$4.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.18K- 2.77% |
$47.9K - $53.8K
|
41.5K
$1.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.19K- 29.41% |
$48.1K - $54K
|
2.85K
$132K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.21K- 0.42% |
$48.9K - $55K
|
286K
$13.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.26K- 45.59% |
$50.8K - $57.1K
|
1.5K
$69.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-1.26K- 8.2% |
$51K - $57.4K
|
14.1K
$653K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.28K- 0.56% |
$51.6K - $58K
|
227K
$10.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-1.28KClosed |
$51.7K - $58.1K
|
0
$0
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-1.29K- 6.75% |
$52.1K - $58.6K
|
17.8K
$824K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.36K- 9.62% |
$55.1K - $62K
|
12.8K
$592K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.4K- 3.06% |
$56.7K - $63.8K
|
44.4K
$2.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-1.41K- 7.88% |
$57.1K - $64.2K
|
16.5K
$763K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.44K- 12.35% |
$58K - $65.3K
|
10.2K
$471K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.46K- 5.94% |
$59.1K - $66.5K
|
23.1K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.46K- 19.42% |
$59.2K - $66.6K
|
6.07K
$281K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
SELL
|
- |
-1.53K- 4.23% |
$61.8K - $69.5K
|
34.5K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1.53K- 18.24% |
$62K - $69.7K
|
6.87K
$318K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-1.54K- 3.03% |
$62.2K - $69.9K
|
49.2K
$2.28M
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.57K- 3.04% |
$63.3K - $71.2K
|
49.9K
$2.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.59K- 10.3% |
$64.2K - $72.2K
|
13.8K
$640K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.59K- 12.58% |
$64.3K - $72.3K
|
11K
$511K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-1.61K- 2.38% |
$65.2K - $73.4K
|
66.3K
$3.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.67K- 14.77% |
$67.6K - $76K
|
9.65K
$446K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.68K- 1.04% |
$67.9K - $76.4K
|
160K
$7.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.71K- 23.59% |
$69K - $77.7K
|
5.53K
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.79K- 7.74% |
$72.4K - $81.4K
|
21.3K
$987K
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.82K- 10.59% |
$73.6K - $82.7K
|
15.4K
$710K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-1.82K- 9.28% |
$73.6K - $82.7K
|
17.8K
$822K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.84K- 9.64% |
$74.3K - $83.6K
|
17.2K
$797K
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.91K- 5.68% |
$77.1K - $86.7K
|
31.6K
$1.46M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.91K- 0.44% |
$77.2K - $86.8K
|
437K
$20.2M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.95K- 20.21% |
$78.7K - $88.5K
|
7.69K
$355K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2K- 0.44% |
$80.9K - $90.9K
|
448K
$20.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-2.06K- 12.93% |
$83.2K - $93.6K
|
13.9K
$641K
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-2.06K- 0.42% |
$83.4K - $93.8K
|
494K
$22.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-2.1K- 1.15% |
$84.9K - $95.4K
|
180K
$8.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.16K- 24.88% |
$87.2K - $98K
|
6.51K
$301K
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-2.19K- 79.41% |
$88.5K - $99.5K
|
567
$26.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.2K- 1.12% |
$88.9K - $100K
|
195K
$9M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-2.23K- 18.88% |
$90.1K - $101K
|
9.57K
$442K
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-2.25K- 2.71% |
$90.9K - $102K
|
80.7K
$3.73M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.33K- 2.64% |
$94K - $106K
|
85.7K
$3.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.54K- 0.81% |
$103K - $115K
|
310K
$14.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.81K- 1.59% |
$114K - $128K
|
174K
$8.04M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.84KClosed |
$115K - $129K
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-2.86K- 2.53% |
$116K - $130K
|
110K
$5.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-2.94K- 5.59% |
$119K - $134K
|
49.6K
$2.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.07K- 13.32% |
$124K - $139K
|
19.9K
$922K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-3.34K- 10.94% |
$135K - $152K
|
27.2K
$1.26M
|