Purchases and Sales Made in Q2 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 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.61K- 0.57% |
$64.1K - $68.1K
|
279K
$12.9M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.63K- 0.35% |
$65K - $69K
|
464K
$21.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.64K- 28.88% |
$65.5K - $69.6K
|
4.04K
$187K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.69K- 2.1% |
$67.3K - $71.5K
|
78.7K
$3.64M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.7K- 1.43% |
$67.9K - $72.1K
|
117K
$5.43M
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.73K- 4.89% |
$68.9K - $73.2K
|
33.5K
$1.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.73K- 2.16% |
$68.9K - $73.2K
|
78.2K
$3.62M
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-1.75K- 10.16% |
$69.8K - $74.2K
|
15.5K
$714K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.75K- 4.83% |
$70.1K - $74.4K
|
34.6K
$1.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-1.78K- 1.49% |
$71.1K - $75.5K
|
118K
$5.44M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-1.78K- 0.62% |
$71.2K - $75.7K
|
287K
$13.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.78K- 5.06% |
$71.3K - $75.7K
|
33.5K
$1.55M
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.8K- 2.0% |
$71.8K - $76.3K
|
88K
$4.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1.89K- 24.3% |
$75.6K - $80.3K
|
5.9K
$273K
|
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1.92K- 3.91% |
$76.8K - $81.6K
|
47.2K
$2.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.94K- 5.28% |
$77.6K - $82.5K
|
34.8K
$1.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.95K- 7.89% |
$77.8K - $82.7K
|
22.8K
$1.05M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.97K- 6.05% |
$78.6K - $83.5K
|
30.6K
$1.41M
|
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-2.02K- 1.1% |
$80.7K - $85.7K
|
182K
$8.43M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.02K- 3.38% |
$80.7K - $85.7K
|
57.8K
$2.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.28K- 12.17% |
$90.9K - $96.5K
|
16.4K
$760K
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
SELL
|
- |
-2.5K- 6.47% |
$99.7K - $106K
|
36.1K
$1.67M
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-2.51K- 2.98% |
$100K - $107K
|
81.8K
$3.78M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.57K- 4.25% |
$103K - $109K
|
58.1K
$2.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.61K- 8.29% |
$104K - $111K
|
28.8K
$1.33M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-2.63K- 0.34% |
$105K - $112K
|
779K
$36M
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-2.66K- 24.23% |
$106K - $113K
|
8.32K
$384K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.85K- 16.08% |
$114K - $121K
|
14.9K
$688K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.88K- 72.15% |
$115K - $122K
|
1.11K
$51.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.89K- 5.31% |
$115K - $122K
|
51.4K
$2.38M
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-2.92K- 5.38% |
$117K - $124K
|
51.4K
$2.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.97K- 22.12% |
$119K - $126K
|
10.4K
$483K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-3.2K- 19.17% |
$128K - $136K
|
13.5K
$624K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-3.29K- 16.79% |
$131K - $139K
|
16.3K
$753K
|
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
SELL
|
- |
-3.32K- 20.01% |
$133K - $141K
|
13.3K
$613K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.35K- 36.56% |
$134K - $142K
|
5.82K
$269K
|
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-3.38K- 3.92% |
$135K - $143K
|
82.9K
$3.83M
|
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-3.41K- 3.39% |
$136K - $145K
|
97.3K
$4.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-3.41K- 1.95% |
$136K - $145K
|
171K
$7.92M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.42K- 1.78% |
$137K - $145K
|
188K
$8.71M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.45K- 4.27% |
$138K - $146K
|
77.3K
$3.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.46K- 31.35% |
$138K - $147K
|
7.57K
$350K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-3.54K- 6.5% |
$141K - $150K
|
50.9K
$2.35M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.56K- 5.59% |
$142K - $151K
|
60.1K
$2.78M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.6K- 7.86% |
$144K - $153K
|
42.2K
$1.95M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.65K- 98.25% |
$146K - $155K
|
65
$3.01K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.74K- 13.49% |
$149K - $159K
|
24K
$1.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-3.78K- 0.78% |
$151K - $160K
|
480K
$22.2M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.9K- 2.93% |
$156K - $165K
|
129K
$5.97M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.94K- 1.35% |
$157K - $167K
|
287K
$13.3M
|