Purchases and Sales Made in Q1 2025 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 2025. 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 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-355- 5.09% |
$15.1K - $16.2K
|
6.63K
$300K
|
|
|
Apr 22, 2025
Q1 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-360- 1.54% |
$15.3K - $16.4K
|
23K
$1.04M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-368- 1.5% |
$15.7K - $16.7K
|
24.2K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-372- 4.71% |
$15.9K - $16.9K
|
7.52K
$341K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-375- 0.08% |
$16K - $17.1K
|
450K
$20.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-399- 0.23% |
$17K - $18.2K
|
170K
$7.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-401- 2.82% |
$17.1K - $18.2K
|
13.8K
$625K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-407- 2.67% |
$17.3K - $18.5K
|
14.9K
$673K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-410- 2.42% |
$17.5K - $18.7K
|
16.5K
$748K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
SELL
|
- |
-414- 3.57% |
$17.6K - $18.8K
|
11.2K
$506K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-450- 3.7% |
$19.2K - $20.5K
|
11.7K
$531K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-458- 3.3% |
$19.5K - $20.8K
|
13.4K
$608K
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-461- 1.36% |
$19.6K - $21K
|
33.3K
$1.51M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-478- 4.54% |
$20.4K - $21.8K
|
10.1K
$455K
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-483- 4.62% |
$20.6K - $22K
|
9.97K
$452K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-485- 2.87% |
$20.7K - $22.1K
|
16.4K
$744K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-500- 5.71% |
$21.3K - $22.8K
|
8.25K
$374K
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-519- 1.09% |
$22.1K - $23.6K
|
46.9K
$2.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-522- 0.48% |
$22.2K - $23.8K
|
107K
$4.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-540- 5.95% |
$23K - $24.6K
|
8.53K
$386K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-592- 3.36% |
$25.2K - $26.9K
|
17K
$771K
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-624- 0.75% |
$26.6K - $28.4K
|
82K
$3.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-630- 0.6% |
$26.8K - $28.7K
|
104K
$4.7M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-651- 9.53% |
$27.7K - $29.6K
|
6.18K
$280K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-659- 9.79% |
$28.1K - $30K
|
6.07K
$275K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-663- 34.78% |
$28.3K - $30.2K
|
1.24K
$56.3K
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-665- 1.0% |
$28.3K - $30.3K
|
65.6K
$2.97M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-673- 12.29% |
$28.7K - $30.6K
|
4.8K
$217K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-682- 0.95% |
$29.1K - $31K
|
70.9K
$3.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-690- 2.26% |
$29.4K - $31.4K
|
29.8K
$1.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-720- 10.0% |
$30.7K - $32.8K
|
6.48K
$294K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-724- 5.07% |
$30.8K - $32.9K
|
13.6K
$614K
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-742- 10.81% |
$31.6K - $33.8K
|
6.12K
$277K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-770- 2.38% |
$32.8K - $35K
|
31.6K
$1.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-778- 14.37% |
$33.2K - $35.4K
|
4.64K
$210K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-779- 14.25% |
$33.2K - $35.5K
|
4.69K
$212K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-810- 0.54% |
$34.5K - $36.9K
|
150K
$6.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-825- 62.26% |
$35.2K - $37.5K
|
500
$22.6K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-837- 11.72% |
$35.7K - $38.1K
|
6.31K
$286K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-837- 10.07% |
$35.7K - $38.1K
|
7.48K
$339K
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-857- 1.1% |
$36.5K - $39K
|
76.7K
$3.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-869- 7.24% |
$37K - $39.5K
|
11.1K
$504K
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-889- 6.64% |
$37.9K - $40.5K
|
12.5K
$566K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-894- 11.69% |
$38.1K - $40.7K
|
6.76K
$306K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-916- 6.06% |
$39K - $41.7K
|
14.2K
$643K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-919- 10.0% |
$39.2K - $41.8K
|
8.27K
$375K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-930- 3.76% |
$39.6K - $42.3K
|
23.8K
$1.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
SELL
|
- |
-942- 2.81% |
$40.1K - $42.9K
|
32.6K
$1.48M
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-1.06K- 1.44% |
$45K - $48K
|
72.4K
$3.28M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.07K- 1.12% |
$45.6K - $48.7K
|
94.8K
$4.29M
|