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 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-11.1K- 4.08% |
$480K - $517K
|
260K
$11.6M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-12.5K- 46.72% |
$543K - $585K
|
14.3K
$636K
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-14.1K- 27.67% |
$611K - $657K
|
36.8K
$1.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14.7K- 2.23% |
$638K - $687K
|
644K
$28.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-14.9K- 10.66% |
$648K - $697K
|
125K
$5.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-16.2K- 1.29% |
$701K - $754K
|
1.24M
$55M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-17.2K- 10.79% |
$748K - $805K
|
143K
$6.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-17.8K- 69.31% |
$774K - $833K
|
7.89K
$351K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-18.5K- 12.1% |
$802K - $863K
|
134K
$5.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-21.8K- 4.74% |
$948K - $1.02M
|
439K
$19.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-29.6K- 75.89% |
$1.28M - $1.38M
|
9.4K
$418K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-31.9K- 25.5% |
$1.38M - $1.49M
|
93.2K
$4.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-32.3K- 19.15% |
$1.4M - $1.51M
|
136K
$6.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-32.9K- 51.93% |
$1.43M - $1.54M
|
30.5K
$1.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-34.9K- 29.82% |
$1.51M - $1.63M
|
82.1K
$3.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-68.8K- 13.33% |
$2.99M - $3.21M
|
448K
$19.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-86.6K- 15.72% |
$3.76M - $4.04M
|
464K
$20.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-87K- 99.92% |
$3.77M - $4.06M
|
71
$3.16K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-94K- 73.78% |
$4.08M - $4.39M
|
33.4K
$1.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-95.3K- 21.82% |
$4.14M - $4.45M
|
342K
$15.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-99.1K- 6.72% |
$4.3M - $4.63M
|
1.38M
$61.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-140K- 23.75% |
$6.09M - $6.56M
|
451K
$20.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.15M- 97.64% |
$49.8M - $53.6M
|
27.7K
$1.23M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.43M- 97.81% |
$149M - $160M
|
76.7K
$3.42M
|