Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.82M+ 352.41% |
$72.7M - $76.8M
|
2.34M
$109M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.74M+ 7.77% |
$69.6M - $73.6M
|
24.2M
$1.12B
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
553K+ 4088.0% |
$22.1M - $23.3M
|
566K
$26.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
551K+ 69.71% |
$22M - $23.3M
|
1.34M
$62.4M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
265K+ 6.29% |
$10.6M - $11.2M
|
4.48M
$208M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
183KNew |
$7.31M - $7.73M
|
183K
$8.51M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
150K+ 132.97% |
$6.01M - $6.35M
|
263K
$12.2M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
148K+ 345.46% |
$5.9M - $6.24M
|
190K
$8.85M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
129K+ 15.51% |
$5.16M - $5.46M
|
963K
$44.8M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
119KNew |
$4.73M - $5.01M
|
119K
$5.51M
|
|
|
Apr 26, 2024
Q1 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
94.7K+ 1547.34% |
$3.78M - $4M
|
101K
$4.69M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
93.7KNew |
$3.74M - $3.96M
|
93.7K
$4.35M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
92.9K+ 71.62% |
$3.71M - $3.92M
|
223K
$10.3M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
77.8K+ 36.91% |
$3.11M - $3.29M
|
289K
$13.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
71.7K+ 24.02% |
$2.86M - $3.03M
|
370K
$17.2M
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
67.6K+ 855.56% |
$2.7M - $2.85M
|
75.5K
$3.51M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
66.1K+ 6.56% |
$2.64M - $2.79M
|
1.07M
$49.9M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
58.1K+ 18.84% |
$2.32M - $2.46M
|
367K
$17M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
54.4KNew |
$2.17M - $2.3M
|
54.4K
$2.53M
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
52.3K+ 17.25% |
$2.09M - $2.21M
|
355K
$16.5M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
52.2K+ 54.18% |
$2.08M - $2.2M
|
148K
$6.9M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
48KNew |
$1.92M - $2.02M
|
48K
$2.23M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
45.7K+ 261.37% |
$1.83M - $1.93M
|
63.2K
$2.94M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
45.5K+ 169.29% |
$1.82M - $1.92M
|
72.4K
$3.37M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
43.8K+ 3.87% |
$1.75M - $1.85M
|
1.18M
$54.7M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
42.8K+ 43.44% |
$1.71M - $1.81M
|
141K
$6.57M
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
42K+ 20.65% |
$1.68M - $1.77M
|
245K
$11.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
41.2K+ 28.99% |
$1.65M - $1.74M
|
184K
$8.53M
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
40.5K+ 38.2% |
$1.62M - $1.71M
|
147K
$6.81M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
40.4K+ 37.93% |
$1.61M - $1.71M
|
147K
$6.83M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
39.1K+ 117.99% |
$1.56M - $1.65M
|
72.2K
$3.36M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
35.4KNew |
$1.41M - $1.49M
|
35.4K
$1.64M
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
34.9KNew |
$1.4M - $1.48M
|
34.9K
$1.62M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
33.5K+ 20.67% |
$1.34M - $1.41M
|
195K
$9.08M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
33.1K+ 76.86% |
$1.32M - $1.4M
|
76.1K
$3.54M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
32.7K+ 19.49% |
$1.3M - $1.38M
|
200K
$9.31M
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
32KNew |
$1.28M - $1.35M
|
32K
$1.49M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
31.9K+ 28.15% |
$1.28M - $1.35M
|
145K
$6.76M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
31.1K+ 22.4% |
$1.24M - $1.31M
|
170K
$7.9M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
31K+ 4.26% |
$1.24M - $1.31M
|
758K
$35.2M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
28.3KNew |
$1.13M - $1.19M
|
28.3K
$1.32M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
27.5K+ 10.02% |
$1.1M - $1.16M
|
302K
$14.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
27.1K+ 406.38% |
$1.08M - $1.15M
|
33.8K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
26.6KNew |
$1.06M - $1.12M
|
26.6K
$1.24M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
23.7KNew |
$945K - $999K
|
23.7K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
22.6KNew |
$904K - $956K
|
22.6K
$1.05M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
21.1K+ 1.37% |
$841K - $890K
|
1.56M
$72.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
20.6K+ 27.92% |
$822K - $869K
|
94.3K
$4.38M
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
19.4K+ 19.46% |
$777K - $821K
|
119K
$5.55M
|
|
|
May 06, 2024
Q1 2024
|
Concentrum Wealth Management
|
BUY
|
- |
17.9K+ 14.0% |
$716K - $758K
|
146K
$6.79M
|