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 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.02% |
$39.9 - $42.2
|
5.58K
$258K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.26% |
$39.9 - $42.2
|
387
$17.9K
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7- 0.03% |
$280 - $296
|
26.2K
$1.21M
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-17- 0.49% |
$679 - $718
|
3.45K
$159K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-24- 0.45% |
$959 - $1.01K
|
5.25K
$243K
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-36- 0.49% |
$1.44K - $1.52K
|
7.36K
$340K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-41- 0.34% |
$1.64K - $1.73K
|
12.2K
$562K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-45- 0.13% |
$1.8K - $1.9K
|
35.3K
$1.63M
|
|
|
Apr 12, 2024
Q1 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-48- 0.51% |
$1.92K - $2.03K
|
9.41K
$435K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-50- 2.82% |
$2K - $2.11K
|
1.73K
$79.8K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-70- 0.19% |
$2.8K - $2.96K
|
36.3K
$1.68M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-83- 55.33% |
$3.32K - $3.51K
|
67
$3.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-85- 0.7% |
$3.39K - $3.59K
|
12K
$554K
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-94- 0.93% |
$3.75K - $3.97K
|
10K
$464K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-97- 0.73% |
$3.87K - $4.1K
|
13.2K
$611K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-98- 3.02% |
$3.91K - $4.14K
|
3.15K
$146K
|
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-101- 0.75% |
$4.03K - $4.27K
|
13.4K
$622K
|
|
|
Apr 10, 2024
Q1 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-105- 1.49% |
$4.19K - $4.43K
|
6.95K
$322K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-109- 1.4% |
$4.35K - $4.6K
|
7.66K
$354K
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-120- 0.69% |
$4.79K - $5.07K
|
17.1K
$793K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-124- 79.49% |
$4.95K - $5.24K
|
32
$1.48K
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-129- 1.46% |
$5.15K - $5.45K
|
8.7K
$402K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-143- 2.49% |
$5.71K - $6.04K
|
5.59K
$259K
|
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-150- 2.0% |
$5.99K - $6.33K
|
7.34K
$339K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-169- 1.17% |
$6.75K - $7.14K
|
14.2K
$659K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-225- 7.96% |
$8.99K - $9.5K
|
2.6K
$120K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-237- 4.29% |
$9.47K - $10K
|
5.29K
$244K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-248- 1.05% |
$9.91K - $10.5K
|
23.4K
$1.08M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-249- 1.57% |
$9.95K - $10.5K
|
15.6K
$720K
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-249- 1.67% |
$9.95K - $10.5K
|
14.7K
$678K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-260- 0.38% |
$10.4K - $11K
|
68.9K
$3.18M
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
SELL
|
- |
-267- 1.76% |
$10.7K - $11.3K
|
14.9K
$687K
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-272- 0.55% |
$10.9K - $11.5K
|
49.6K
$2.29M
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-279- 3.54% |
$11.1K - $11.8K
|
7.61K
$352K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-300- 3.11% |
$12K - $12.7K
|
9.33K
$432K
|
|
|
May 13, 2024
Q1 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-311- 4.34% |
$12.4K - $13.1K
|
6.85K
$317K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-322- 4.74% |
$12.9K - $13.6K
|
6.47K
$299K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-333- 36.67% |
$13.3K - $14.1K
|
575
$26.6K
|
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-334- 1.44% |
$13.3K - $14.1K
|
22.9K
$1.06M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-344- 2.41% |
$13.7K - $14.5K
|
14K
$645K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-367- 16.35% |
$14.7K - $15.5K
|
1.88K
$86.8K
|
|
|
May 07, 2024
Q1 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-385- 4.99% |
$15.4K - $16.3K
|
7.33K
$339K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-400- 11.11% |
$16K - $16.9K
|
3.2K
$148K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-417- 0.94% |
$16.7K - $17.6K
|
44.1K
$2.04M
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-450- 0.87% |
$18K - $19K
|
51.2K
$2.37M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-450- 0.44% |
$18K - $19K
|
101K
$4.69M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-516- 88.36% |
$20.6K - $21.8K
|
68
$3.14K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-526- 9.21% |
$21K - $22.2K
|
5.19K
$240K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-526- 9.21% |
$21K - $22.2K
|
5.19K
$240K
|