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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-164K- 93.03% |
$6.56M - $6.94M
|
12.3K
$572K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-174K- 36.79% |
$6.95M - $7.35M
|
299K
$13.9M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-174K- 6.08% |
$6.96M - $7.36M
|
2.69M
$125M
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-176K- 48.88% |
$7.04M - $7.44M
|
184K
$8.57M
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-202K- 67.16% |
$8.05M - $8.52M
|
98.6K
$4.58M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-222K- 79.65% |
$8.86M - $9.37M
|
56.7K
$2.63M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-262K- 67.08% |
$10.5M - $11.1M
|
129K
$5.98M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-272K- 61.65% |
$10.9M - $11.5M
|
169K
$7.88M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-284K- 49.96% |
$11.3M - $12M
|
285K
$13.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-299K- 8.25% |
$11.9M - $12.6M
|
3.32M
$154M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-358K- 32.09% |
$14.3M - $15.1M
|
758K
$35.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-389K- 26.84% |
$15.5M - $16.4M
|
1.06M
$49.3M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-434K- 8.83% |
$17.3M - $18.3M
|
4.48M
$208M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-534K- 91.22% |
$21.3M - $22.6M
|
51.4K
$2.39M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-541K- 22.75% |
$21.6M - $22.8M
|
1.84M
$85.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-619K- 54.52% |
$24.7M - $26.1M
|
516K
$24M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-661K- 8.06% |
$26.4M - $27.9M
|
7.54M
$351M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-686K- 13.96% |
$27.4M - $29M
|
4.23M
$197M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-837K- 12.97% |
$33.4M - $35.3M
|
5.62M
$261M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-850K- 14.55% |
$33.9M - $35.9M
|
4.99M
$232M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.06M- 31.31% |
$42.3M - $44.7M
|
2.32M
$108M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.35M- 6.32% |
$53.8M - $56.9M
|
20M
$929M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.7M- 17.97% |
$68M - $71.8M
|
7.77M
$361M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.1M- 26.18% |
$83.7M - $88.5M
|
5.91M
$275M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.98M- 10.97% |
$119M - $126M
|
24.2M
$1.12B
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.98M- 10.97% |
$119M - $126M
|
24.2M
$1.12B
|