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 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
17.9KNew |
$715K - $756K
|
17.9K
$832K
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
17.1KNew |
$683K - $722K
|
17.1K
$795K
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
16.8K+ 8.5% |
$670K - $708K
|
214K
$9.96M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
16.1KNew |
$641K - $678K
|
16.1K
$747K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.9K+ 342.44% |
$596K - $631K
|
19.3K
$897K
|
|
|
May 14, 2024
Q1 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
14.3KNew |
$572K - $605K
|
14.3K
$666K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
14.3KNew |
$570K - $603K
|
14.3K
$664K
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
14KNew |
$558K - $590K
|
14K
$650K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
13.2K+ 2.76% |
$526K - $556K
|
490K
$22.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
12.4K+ 5.45% |
$496K - $524K
|
240K
$11.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
11.1K+ 5.34% |
$443K - $469K
|
219K
$10.2M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.6K+ 0.53% |
$424K - $449K
|
2.03M
$94.2M
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
10.5K+ 5.27% |
$420K - $444K
|
210K
$9.77M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
9.68KNew |
$387K - $409K
|
9.68K
$450K
|
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
9.43K+ 6.8% |
$377K - $398K
|
148K
$6.88M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.06KNew |
$362K - $383K
|
9.06K
$421K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
8.55K+ 12.89% |
$341K - $361K
|
74.8K
$3.48M
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
7.81K+ 6.8% |
$312K - $330K
|
123K
$5.7M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.73KNew |
$309K - $326K
|
7.73K
$359K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
7.48KNew |
$299K - $316K
|
7.48K
$348K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.12K+ 4.41% |
$284K - $300K
|
169K
$7.84M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
7.04KNew |
$281K - $297K
|
7.04K
$327K
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
6.87KNew |
$274K - $290K
|
6.87K
$319K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.78K+ 38.83% |
$271K - $286K
|
24.2K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.46KNew |
$258K - $273K
|
6.46K
$300K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
6.27KNew |
$250K - $265K
|
6.27K
$291K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.24K+ 66.77% |
$249K - $263K
|
15.6K
$724K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
6.08K+ 15.19% |
$243K - $257K
|
46.1K
$2.14M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
6.05KNew |
$242K - $256K
|
6.05K
$281K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
5.95K+ 7.82% |
$238K - $251K
|
82K
$3.81M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.85K+ 7.84% |
$234K - $247K
|
80.4K
$3.74M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
5.16KNew |
$206K - $218K
|
5.16K
$240K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.15K+ 7.1% |
$205K - $217K
|
77.6K
$3.61M
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5.09KNew |
$203K - $215K
|
5.09K
$237K
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
5.02KNew |
$201K - $212K
|
5.02K
$233K
|
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
4.91KNew |
$196K - $207K
|
4.91K
$228K
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
4.9KNew |
$196K - $207K
|
4.9K
$228K
|
|
|
Apr 30, 2024
Q1 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
4.78KNew |
$191K - $202K
|
4.78K
$222K
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
4.78KNew |
$191K - $202K
|
4.78K
$222K
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
4.76KNew |
$190K - $201K
|
4.76K
$221K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4.72K+ 67.49% |
$188K - $199K
|
11.7K
$544K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
4.43KNew |
$177K - $187K
|
4.43K
$206K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.37K+ 21.15% |
$174K - $184K
|
25K
$1.16M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.13K+ 3.2% |
$165K - $174K
|
133K
$6.19M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.92K+ 9.24% |
$157K - $166K
|
46.3K
$2.15M
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
BUY
|
- |
3.86K+ 0.81% |
$154K - $163K
|
482K
$22.4M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.74KNew |
$149K - $158K
|
3.74K
$174K
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.47K+ 2.41% |
$138K - $146K
|
147K
$6.85M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.38K+ 32.82% |
$135K - $143K
|
13.7K
$636K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.27K+ 1.14% |
$130K - $138K
|
291K
$13.5M
|