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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-7.01K- 10.97% |
$299K - $319K
|
56.9K
$2.63M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.1K- 4.72% |
$303K - $323K
|
143K
$6.62M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-7.22K- 2.91% |
$307K - $328K
|
241K
$11.1M
|
|
|
May 14, 2025
Q1 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-7.24K- 52.76% |
$308K - $329K
|
6.48K
$299K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-7.31K- 16.25% |
$312K - $333K
|
37.7K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-7.53K- 35.82% |
$321K - $343K
|
13.5K
$623K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-7.64K- 25.19% |
$326K - $348K
|
22.7K
$1.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-7.95K- 10.47% |
$339K - $362K
|
68K
$3.14M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.95K- 0.39% |
$339K - $362K
|
2.04M
$94.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-8.17K- 31.04% |
$348K - $372K
|
18.1K
$838K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-8.86K- 20.49% |
$377K - $403K
|
34.4K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-9.12K- 3.51% |
$389K - $415K
|
251K
$11.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-9.68K- 9.29% |
$412K - $440K
|
94.5K
$4.36M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-9.76K- 21.21% |
$416K - $444K
|
36.3K
$1.68M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-10.2K- 18.68% |
$435K - $464K
|
44.4K
$2.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-11K- 15.35% |
$471K - $503K
|
60.9K
$2.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-11.3K- 4.32% |
$480K - $513K
|
250K
$11.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-11.7K- 38.45% |
$497K - $530K
|
18.7K
$862K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-12.1K- 15.31% |
$514K - $549K
|
66.8K
$3.08M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-12.1K- 5.36% |
$517K - $552K
|
214K
$9.89M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-12.5K- 4.49% |
$534K - $570K
|
266K
$12.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-12.7K- 13.57% |
$541K - $578K
|
80.8K
$3.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-13.3K- 31.55% |
$566K - $604K
|
28.8K
$1.33M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-14K- 29.39% |
$594K - $635K
|
33.5K
$1.55M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-14.2K- 15.29% |
$607K - $648K
|
78.9K
$3.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-14.4K- 8.27% |
$614K - $656K
|
160K
$7.39M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-14.7K- 3.07% |
$625K - $667K
|
463K
$21.4M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14.9KClosed |
$636K - $680K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-15.2K- 24.86% |
$646K - $690K
|
45.8K
$2.12M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-15.2K- 3.54% |
$650K - $694K
|
416K
$19.2M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-15.3K- 17.83% |
$651K - $696K
|
70.4K
$3.25M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.7K- 0.86% |
$671K - $717K
|
1.83M
$84.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-16.1K- 55.44% |
$687K - $734K
|
13K
$599K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-16.8K- 77.44% |
$714K - $763K
|
4.88K
$226K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-17.1K- 12.76% |
$730K - $780K
|
117K
$5.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-17.3K- 3.94% |
$736K - $786K
|
422K
$19.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-17.4K- 1.27% |
$743K - $794K
|
1.36M
$62.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-17.5K- 69.65% |
$747K - $798K
|
7.64K
$353K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-18.4K- 4.05% |
$786K - $839K
|
437K
$20.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-19.7K- 16.44% |
$839K - $896K
|
100K
$4.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-20.8K- 34.62% |
$886K - $947K
|
39.3K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-20.9K- 50.98% |
$891K - $952K
|
20.1K
$929K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-21.4K- 30.7% |
$912K - $974K
|
48.3K
$2.23M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-21.8K- 4.88% |
$931K - $994K
|
426K
$19.7M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-22.1K- 34.75% |
$943K - $1.01M
|
41.5K
$1.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-22.4K- 6.33% |
$953K - $1.02M
|
331K
$15.3M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-22.6K- 16.95% |
$963K - $1.03M
|
111K
$5.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-23.2K- 6.79% |
$989K - $1.06M
|
318K
$14.7M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-23.7K- 10.11% |
$1.01M - $1.08M
|
210K
$9.72M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-23.9K- 73.94% |
$1.02M - $1.09M
|
8.44K
$390K
|