Purchases and Sales Made in Q2 2024 in First Tr Value Line Divid Inde (FVD)

FVD Quotes by TradingView

This table provides information about the institutional ownership of First Tr Value Line Divid Inde (FVD) during Q2 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 Q2 2024
Total Clarity Wealth Management, Inc.

BUY
 -
675
+ 9.89%
$27K - $28.6K
7.5K $347K
Aug 09, 2024 Q2 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
644
+ 4.82%
$25.7K - $27.3K
14K $648K
Aug 05, 2024 Q2 2024
Savant Capital, LLC

BUY
 -
627
+ 1.92%
$25K - $26.6K
33.4K $1.54M
Jul 30, 2024 Q2 2024
Goal Vest Advisory LLC

BUY
 -
600
New
$24K - $25.5K
600 $27.7K
Jul 23, 2024 Q2 2024
Owen La Rue, LLC

Elizabethtown, KY
BUY
 -
587
+ 8.57%
$23.4K - $24.9K
7.44K $344K
Jul 17, 2024 Q2 2024
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
584
+ 1.43%
$23.3K - $24.8K
41.4K $1.92M
Aug 09, 2024 Q2 2024
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
583
+ 8.69%
$23.3K - $24.7K
7.29K $337K
Aug 12, 2024 Q2 2024
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
558
+ 4.92%
$22.3K - $23.7K
11.9K $550K
Jul 09, 2024 Q2 2024
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
539
+ 3.86%
$21.5K - $22.9K
14.5K $671K
Aug 29, 2024 Q2 2024
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
531
New
$21.2K - $22.5K
531 $24.6K
Aug 14, 2024 Q2 2024
Keel Point, LLC

Huntsville, AL
BUY
 -
485
+ 4.61%
$19.4K - $20.6K
11K $509K
Aug 12, 2024 Q2 2024
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
448
+ 4.05%
$17.9K - $19K
11.5K $532K
Jul 16, 2024 Q2 2024
Great Valley Advisor Group, Inc.

BUY
 -
448
+ 0.62%
$17.9K - $19K
72.7K $3.36M
Aug 07, 2024 Q2 2024
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
435
New
$17.4K - $18.5K
435 $20.1K
Aug 08, 2024 Q2 2024
Parallel Advisors, LLC

BUY
 -
421
New
$16.8K - $17.9K
421 $19.5K
Jul 02, 2024 Q2 2024
Gamma Investing LLC

Foster City, CA
BUY
 -
370
+ 6.16%
$14.8K - $15.7K
6.37K $295K
Aug 15, 2024 Q2 2024
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
361
+ 0.25%
$14.4K - $15.3K
145K $6.71M
Jul 31, 2024 Q2 2024
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
352
+ 3.51%
$14.1K - $14.9K
10.4K $479K
Jul 23, 2024 Q2 2024
Geneos Wealth Management Inc.

BUY
 -
331
+ 0.74%
$13.2K - $14K
45.2K $2.09M
Jul 30, 2024 Q2 2024
49 Wealth Management, LLC

Austin, TX
BUY
 -
293
+ 2.11%
$11.7K - $12.4K
14.2K $655K
Aug 15, 2024 Q2 2024
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
282
+ 6.18%
$11.3K - $12K
4.84K $224K
Aug 13, 2024 Q2 2024
Mc Ilrath & Eck, LLC

BUY
 -
280
New
$11.2K - $11.9K
280 $12.9K
Aug 02, 2024 Q2 2024
Strategy Asset Managers LLC

BUY
 -
242
+ 1.59%
$9.67K - $10.3K
15.4K $713K
Aug 05, 2024 Q2 2024
North Star Investment Management Corp.

Chicago, IL
BUY
 -
240
+ 16.76%
$9.59K - $10.2K
1.67K $77.3K
Aug 12, 2024 Q2 2024
Purus Wealth Management, LLC

BUY
 -
237
+ 1.03%
$9.47K - $10.1K
23.2K $1.07M
Jul 22, 2024 Q2 2024
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
228
+ 0.64%
$9.11K - $9.67K
35.6K $1.65M
Aug 13, 2024 Q2 2024
Shakespeare Wealth Management, Inc.

Pewaukee, WI
BUY
 -
200
+ 1.53%
$7.99K - $8.49K
13.3K $614K
Jul 31, 2024 Q2 2024
Summit Financial, LLC

Parsippany, NJ
BUY
 -
193
+ 1.86%
$7.71K - $8.19K
10.6K $490K
Jul 12, 2024 Q2 2024
Diversify Advisory Services, LLC

Sandy, UT
BUY
 -
187
+ 2.98%
$7.47K - $7.93K
6.45K $298K
Aug 14, 2024 Q2 2024
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
184
+ 8.69%
$7.35K - $7.81K
2.3K $106K
Aug 05, 2024 Q2 2024
West Michigan Advisors, LLC

Holland, MI
BUY
 -
183
+ 3.29%
$7.31K - $7.76K
5.75K $266K
Aug 14, 2024 Q2 2024
Private Portfolio Partners LLC

BUY
 -
166
+ 2.65%
$6.63K - $7.04K
6.42K $297K
Jul 12, 2024 Q2 2024
Columbia Advisory Partners LLC

BUY
 -
165
+ 1.75%
$6.59K - $7K
9.58K $443K
Jul 10, 2024 Q2 2024
Csenge Advisory Group

BUY
 -
155
+ 2.63%
$6.19K - $6.58K
6.05K $280K
Jul 31, 2024 Q2 2024
Investors Research Corp

BUY
 -
143
+ 16.98%
$5.71K - $6.07K
985 $45.5K
Jul 26, 2024 Q2 2024
Main Line Retirement Advisors, LLC

Radnor, PA
BUY
 -
142
+ 0.52%
$5.67K - $6.03K
27.5K $1.27M
Jul 18, 2024 Q2 2024
Sweet Financial Partners, LLC

BUY
 -
140
+ 2.93%
$5.59K - $5.94K
4.92K $227K
Jul 19, 2024 Q2 2024
Mbe Wealth Management, LLC

BUY
 -
139
+ 0.46%
$5.55K - $5.9K
30.1K $1.39M
Jul 23, 2024 Q2 2024
Spotlight Asset Group, Inc.

Oakbrook Terrace, IL
BUY
 -
125
New
$4.99K - $5.3K
125 $5.78K
Aug 13, 2024 Q2 2024
Venture Visionary Partners LLC

BUY
 -
102
+ 0.29%
$4.07K - $4.33K
34.8K $1.61M
Jul 10, 2024 Q2 2024
Rda Financial Network

BUY
 -
100
+ 1.3%
$3.99K - $4.24K
7.76K $359K
Aug 13, 2024 Q2 2024
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
95
New
$3.79K - $4.03K
95 $4.39K
Aug 13, 2024 Q2 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
87
+ 1.53%
$3.47K - $3.69K
5.77K $267K
Jul 26, 2024 Q2 2024
Walkner Condon Financial Advisors LLC

BUY
 -
49
+ 1.0%
$1.96K - $2.08K
4.93K $228K
Jul 18, 2024 Q2 2024
Gradient Investments LLC

BUY
 -
48
New
$1.92K - $2.04K
48 $2.22K
Aug 14, 2024 Q2 2024
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
45
+ 0.71%
$1.8K - $1.91K
6.37K $295K
Aug 14, 2024 Q2 2024
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
39
+ 0.35%
$1.56K - $1.65K
11.3K $521K
Jul 29, 2024 Q2 2024
Oxler Private Wealth LLC

New York, NY
BUY
 -
37
+ 0.68%
$1.48K - $1.57K
5.46K $252K
Jul 31, 2024 Q2 2024
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
37
+ 4.93%
$1.48K - $1.57K
787 $36.4K

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