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 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-947- 12.15% |
$41.1K - $44.2K
|
6.85K
$305K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-960- 1.22% |
$41.7K - $44.8K
|
77.6K
$3.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-965- 3.92% |
$41.9K - $45.1K
|
23.6K
$1.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-976- 12.02% |
$42.4K - $45.6K
|
7.14K
$318K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-995- 9.97% |
$43.2K - $46.5K
|
8.98K
$400K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-1.01K- 2.91% |
$43.6K - $46.9K
|
33.5K
$1.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-1.05K- 1.82% |
$45.4K - $48.8K
|
56.3K
$2.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1.07K- 5.94% |
$46.4K - $50K
|
16.9K
$754K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.2K- 1.24% |
$51.9K - $55.9K
|
95.2K
$4.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.37K- 1.78% |
$59.6K - $64.1K
|
75.9K
$3.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.57K- 3.23% |
$68.2K - $73.4K
|
47.1K
$2.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-1.59K- 11.86% |
$69K - $74.2K
|
11.8K
$526K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.64K- 3.95% |
$71.2K - $76.6K
|
39.9K
$1.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.69K- 3.39% |
$73.4K - $79K
|
48.2K
$2.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.75K- 1.54% |
$75.8K - $81.6K
|
112K
$4.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.79K- 0.63% |
$77.5K - $83.4K
|
284K
$12.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.81K- 16.47% |
$78.6K - $84.6K
|
9.19K
$409K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.83K- 0.81% |
$79.5K - $85.6K
|
223K
$9.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.86K- 2.75% |
$80.6K - $86.7K
|
65.7K
$2.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-1.88K- 3.82% |
$81.7K - $87.9K
|
47.4K
$2.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.97K- 26.59% |
$85.3K - $91.8K
|
5.43K
$242K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-2.04K- 14.7% |
$88.4K - $95.1K
|
11.8K
$526K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-2.1K- 2.38% |
$91.3K - $98.2K
|
86.3K
$3.84M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-2.11K- 2.93% |
$91.4K - $98.4K
|
69.7K
$3.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-2.13K- 15.05% |
$92.2K - $99.2K
|
12K
$534K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.16K- 10.83% |
$93.8K - $101K
|
17.8K
$792K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-2.38K- 3.59% |
$103K - $111K
|
63.9K
$2.84M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-2.44K- 0.49% |
$106K - $114K
|
491K
$21.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-2.44K- 2.21% |
$106K - $114K
|
108K
$4.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.49K- 4.21% |
$108K - $116K
|
56.7K
$2.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.77K- 1.33% |
$120K - $129K
|
206K
$9.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-2.81K- 5.71% |
$122K - $131K
|
46.4K
$2.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.03K- 4.79% |
$131K - $141K
|
60.1K
$2.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.4K- 0.3% |
$147K - $159K
|
1.12M
$49.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-4.09K- 34.84% |
$177K - $191K
|
7.64K
$340K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.62K- 4.59% |
$200K - $216K
|
95.9K
$4.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.77K- 7.76% |
$207K - $223K
|
56.6K
$2.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-4.78K- 3.23% |
$207K - $223K
|
143K
$6.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-4.82K- 17.46% |
$209K - $225K
|
22.8K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-4.84K- 4.47% |
$210K - $226K
|
103K
$4.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-5.08K- 5.84% |
$221K - $237K
|
82K
$3.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-5.35K- 4.88% |
$232K - $250K
|
104K
$4.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-5.63K- 12.66% |
$244K - $263K
|
38.9K
$1.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.85K- 5.32% |
$254K - $273K
|
104K
$4.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-6.22K- 17.85% |
$270K - $290K
|
28.6K
$1.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-6.28K- 7.78% |
$273K - $293K
|
74.5K
$3.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-6.62K- 20.82% |
$287K - $309K
|
25.2K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6.62K- 12.8% |
$287K - $309K
|
45.1K
$2.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.13K- 2.06% |
$309K - $333K
|
339K
$15.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-10.5K- 17.93% |
$455K - $490K
|
48K
$2.14M
|