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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
486+ 3.78% |
$19.4K - $20.5K
|
13.4K
$618K
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
BUY
|
- |
479+ 0.24% |
$19.1K - $20.2K
|
201K
$9.3M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
442+ 1768.0% |
$17.7K - $18.7K
|
467
$21.6K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
411+ 2.1% |
$16.4K - $17.4K
|
19.9K
$922K
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
387+ 6.78% |
$15.5K - $16.3K
|
6.1K
$282K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
338+ 3.38% |
$13.5K - $14.3K
|
10.3K
$478K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
336+ 1.55% |
$13.4K - $14.2K
|
22K
$1.02M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
335+ 3.65% |
$13.4K - $14.1K
|
9.51K
$440K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
258+ 1.88% |
$10.3K - $10.9K
|
14K
$646K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
247+ 0.43% |
$9.87K - $10.4K
|
58.3K
$2.69M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
214+ 0.08% |
$8.55K - $9.04K
|
260K
$12M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
212+ 3.21% |
$8.47K - $8.95K
|
6.82K
$316K
|
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
207+ 2.6% |
$8.27K - $8.74K
|
8.17K
$378K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
175+ 0.51% |
$6.99K - $7.39K
|
34.7K
$1.6M
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
168+ 1.52% |
$6.71K - $7.09K
|
11.2K
$520K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
166+ 0.58% |
$6.63K - $7.01K
|
28.8K
$1.33M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
164+ 0.67% |
$6.55K - $6.93K
|
24.7K
$1.14M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
159+ 13.83% |
$6.35K - $6.71K
|
1.31K
$60.5K
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
158+ 1.25% |
$6.31K - $6.67K
|
12.8K
$591K
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
140+ 0.45% |
$5.59K - $5.91K
|
31.1K
$1.44M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
110+ 1.31% |
$4.39K - $4.65K
|
8.48K
$392K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
100New |
$3.99K - $4.22K
|
100
$4.62K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
99+ 1.59% |
$3.95K - $4.18K
|
6.33K
$293K
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
92+ 0.86% |
$3.67K - $3.89K
|
10.8K
$501K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
70New |
$2.8K - $2.96K
|
70
$3.24K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
61+ 0.41% |
$2.44K - $2.58K
|
14.9K
$687K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
48+ 0.03% |
$1.92K - $2.03K
|
144K
$6.66M
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
48+ 0.28% |
$1.92K - $2.03K
|
17.2K
$794K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
38+ 0.05% |
$1.52K - $1.6K
|
78.5K
$3.63M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
32+ 0.51% |
$1.28K - $1.35K
|
6.26K
$289K
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
31+ 0.02% |
$1.24K - $1.31K
|
134K
$6.21M
|
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
25+ 0.46% |
$999 - $1.06K
|
5.42K
$251K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
23+ 0.39% |
$919 - $971
|
5.9K
$273K
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
19+ 0.15% |
$759 - $802
|
12.5K
$577K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
19+ 1.45% |
$759 - $802
|
1.33K
$61.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
15+ 0.33% |
$599 - $633
|
4.56K
$211K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
14New |
$559 - $591
|
14
$647
|
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
12+ 0.07% |
$479 - $507
|
17.9K
$828K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
12+ 0.14% |
$479 - $507
|
8.71K
$403K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
9+ 0.03% |
$359 - $380
|
30K
$1.39M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 1.14% |
$280 - $296
|
620
$28.7K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
6+ 1.2% |
$240 - $253
|
507
$23.4K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6+ 0.1% |
$240 - $253
|
5.82K
$269K
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
5+ 0.01% |
$200 - $211
|
35.3K
$1.63M
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
4+ 0.03% |
$160 - $169
|
15.9K
$736K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 0.21% |
$120 - $127
|
1.43K
$66.2K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
3+ 1.21% |
$120 - $127
|
250
$11.6K
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
2+ 0.03% |
$79.9 - $84.5
|
6.17K
$285K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.51% |
$79.9 - $84.5
|
394
$18.2K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2+ 1.21% |
$79.9 - $84.5
|
167
$7.72K
|