Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-17- 0.21% |
$738 - $794
|
8.15K
$363K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-65- 2.06% |
$2.82K - $3.04K
|
3.09K
$138K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-76- 0.03% |
$3.3K - $3.55K
|
248K
$11.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-80- 0.75% |
$3.47K - $3.74K
|
10.6K
$470K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-81- 0.58% |
$3.52K - $3.78K
|
13.9K
$618K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-100- 1.07% |
$4.34K - $4.67K
|
9.25K
$412K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-100- 1.27% |
$4.34K - $4.67K
|
7.75K
$345K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-100- 5.5% |
$4.34K - $4.67K
|
1.72K
$76.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-102- 0.57% |
$4.43K - $4.76K
|
17.7K
$788K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-112- 0.28% |
$4.86K - $5.23K
|
40K
$1.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-128- 2.31% |
$5.56K - $5.98K
|
5.41K
$241K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-130- 0.11% |
$5.64K - $6.07K
|
120K
$5.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-140- 0.91% |
$6.08K - $6.54K
|
15.2K
$677K
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-156- 0.51% |
$6.77K - $7.29K
|
30.3K
$1.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-185- 2.5% |
$8.03K - $8.64K
|
7.2K
$321K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-195- 0.21% |
$8.46K - $9.11K
|
90.6K
$4.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-215- 1.45% |
$9.33K - $10K
|
14.6K
$649K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-232- 2.16% |
$10.1K - $10.8K
|
10.5K
$469K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-250- 18.81% |
$10.9K - $11.7K
|
1.08K
$48K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-250- 3.22% |
$10.9K - $11.7K
|
7.51K
$334K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-258- 4.25% |
$11.2K - $12K
|
5.82K
$259K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-326- 3.84% |
$14.1K - $15.2K
|
8.17K
$364K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-327- 0.51% |
$14.2K - $15.3K
|
64K
$2.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-340- 0.68% |
$14.8K - $15.9K
|
49.8K
$2.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-346- 0.4% |
$15K - $16.2K
|
85.7K
$3.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-349- 12.24% |
$15.1K - $16.3K
|
2.5K
$111K
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-354- 2.06% |
$15.4K - $16.5K
|
16.9K
$751K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-384- 1.18% |
$16.7K - $17.9K
|
32.2K
$1.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-389- 1.5% |
$16.9K - $18.2K
|
25.6K
$1.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-410- 2.99% |
$17.8K - $19.1K
|
13.3K
$592K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-435- 1.03% |
$18.9K - $20.3K
|
41.6K
$1.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-459- 2.95% |
$19.9K - $21.4K
|
15.1K
$673K
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-495- 3.78% |
$21.5K - $23.1K
|
12.6K
$561K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-500Closed |
$21.7K - $23.4K
|
0
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-502- 0.5% |
$21.8K - $23.4K
|
99.6K
$4.44M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-512- 5.76% |
$22.2K - $23.9K
|
8.38K
$373K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-537- 0.3% |
$23.3K - $25.1K
|
180K
$8M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-550- 5.77% |
$23.9K - $25.7K
|
8.97K
$399K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-569- 1.89% |
$24.7K - $26.6K
|
29.6K
$1.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-641- 0.9% |
$27.8K - $29.9K
|
70.7K
$3.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-650- 7.05% |
$28.2K - $30.4K
|
8.57K
$381K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-659- 4.44% |
$28.6K - $30.8K
|
14.2K
$632K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-723- 11.67% |
$31.4K - $33.8K
|
5.47K
$244K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-723- 1.68% |
$31.4K - $33.8K
|
42.2K
$1.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-789- 2.16% |
$34.2K - $36.8K
|
35.7K
$1.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-793- 4.79% |
$34.4K - $37K
|
15.8K
$701K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-872- 3.87% |
$37.8K - $40.7K
|
21.6K
$963K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-915- 16.19% |
$39.7K - $42.7K
|
4.74K
$211K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-923- 0.65% |
$40.1K - $43.1K
|
142K
$6.32M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-929- 0.33% |
$40.3K - $43.4K
|
280K
$12.5M
|