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 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.49K- 0.92% |
$59.4K - $62.8K
|
160K
$7.41M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.5K- 9.21% |
$59.9K - $63.3K
|
14.8K
$683K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.5K- 50.0% |
$59.9K - $63.3K
|
1.5K
$69.4K
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1.53K- 3.02% |
$61.1K - $64.6K
|
49.1K
$2.27M
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-1.69K- 24.26% |
$67.5K - $71.4K
|
5.28K
$244K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.73K- 46.98% |
$69.1K - $73K
|
1.95K
$90.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.77K- 15.17% |
$70.6K - $74.7K
|
9.89K
$457K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.94K- 69.53% |
$77.3K - $81.7K
|
848
$39.2K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.08K- 10.02% |
$83.2K - $87.9K
|
18.7K
$865K
|
|
|
May 03, 2024
Q1 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-2.09K- 2.44% |
$83.3K - $88K
|
83.5K
$3.86M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.11K- 3.98% |
$84.2K - $89.1K
|
50.9K
$2.35M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.11K- 4.43% |
$84.4K - $89.2K
|
45.6K
$2.11M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.21K- 3.65% |
$88.1K - $93.2K
|
58.2K
$2.69M
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-2.29K- 22.95% |
$91.6K - $96.8K
|
7.7K
$356K
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-2.3K- 2.47% |
$91.9K - $97.2K
|
90.9K
$4.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.48K- 25.0% |
$99K - $105K
|
7.43K
$344K
|
|
|
May 15, 2024
Q1 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-2.56K- 22.26% |
$102K - $108K
|
8.95K
$414K
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
SELL
|
- |
-2.57K- 13.41% |
$103K - $108K
|
16.6K
$767K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.58K- 1.5% |
$103K - $109K
|
169K
$7.83M
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-2.59K- 6.71% |
$103K - $109K
|
35.9K
$1.66M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-2.63K- 16.59% |
$105K - $111K
|
13.2K
$611K
|
|
|
Apr 19, 2024
Q1 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-2.7K- 0.91% |
$108K - $114K
|
292K
$13.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-2.78K- 3.84% |
$111K - $117K
|
69.6K
$3.22M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.87K- 31.56% |
$115K - $121K
|
6.23K
$288K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.95K- 6.13% |
$118K - $124K
|
45.2K
$2.09M
|
|
|
May 13, 2024
Q1 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-3K- 13.95% |
$120K - $127K
|
18.5K
$856K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-3.01K- 12.76% |
$120K - $127K
|
20.6K
$951K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3.03K- 3.26% |
$121K - $128K
|
89.8K
$4.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.06K- 17.25% |
$122K - $129K
|
14.7K
$679K
|
|
|
Apr 18, 2024
Q1 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-3.1K- 10.19% |
$124K - $131K
|
27.3K
$1.26M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.13K- 14.6% |
$125K - $132K
|
18.3K
$845K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-3.17K- 5.51% |
$126K - $134K
|
54.3K
$2.51M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.28K- 6.42% |
$131K - $138K
|
47.7K
$2.21M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.35K- 5.19% |
$134K - $142K
|
61.2K
$2.83M
|
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-3.41K- 5.9% |
$136K - $144K
|
54.4K
$2.51M
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-3.43K- 16.62% |
$137K - $145K
|
17.2K
$795K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-3.58K- 4.28% |
$143K - $151K
|
80K
$3.7M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-3.65K- 4.15% |
$146K - $154K
|
84.3K
$3.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.67K- 20.8% |
$146K - $155K
|
14K
$646K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-3.8K- 18.54% |
$152K - $160K
|
16.7K
$771K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.8K- 5.46% |
$152K - $160K
|
65.8K
$3.04M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3.91K- 11.04% |
$156K - $165K
|
31.5K
$1.45M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.95K- 2.92% |
$158K - $167K
|
131K
$6.07M
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-4.02K- 2.24% |
$161K - $170K
|
176K
$8.12M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-4.09K- 8.2% |
$163K - $173K
|
45.8K
$2.12M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-4.16K- 0.82% |
$166K - $176K
|
505K
$23.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-4.38K- 4.17% |
$175K - $185K
|
101K
$4.65M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.43K- 8.99% |
$177K - $187K
|
44.8K
$2.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-4.47K- 7.06% |
$178K - $189K
|
58.8K
$2.72M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.16K- 29.07% |
$206K - $218K
|
12.6K
$582K
|