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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-97.8K- 10.5% |
$3.91M - $4.15M
|
834K
$38.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-119K- 11.12% |
$4.77M - $5.07M
|
955K
$44.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-124K- 81.58% |
$4.97M - $5.28M
|
28.1K
$1.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-137K- 9.26% |
$5.46M - $5.8M
|
1.34M
$61.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-141K- 64.47% |
$5.64M - $5.99M
|
77.8K
$3.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-144K- 38.87% |
$5.75M - $6.1M
|
226K
$10.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-149K- 24.8% |
$5.93M - $6.3M
|
450K
$20.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-157K- 80.49% |
$6.28M - $6.67M
|
38.1K
$1.76M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-163K- 4.92% |
$6.53M - $6.93M
|
3.16M
$146M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-166K- 59.61% |
$6.63M - $7.04M
|
112K
$5.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-170K- 14.42% |
$6.77M - $7.19M
|
1.01M
$46.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-209K- 81.41% |
$8.36M - $8.88M
|
47.8K
$2.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-222K- 11.24% |
$8.86M - $9.41M
|
1.75M
$81M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-226K- 8.4% |
$9.03M - $9.6M
|
2.47M
$114M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-254K- 33.52% |
$10.1M - $10.8M
|
504K
$23.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-265K- 5.92% |
$10.6M - $11.3M
|
4.22M
$195M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-317K- 13.64% |
$12.6M - $13.4M
|
2.01M
$92.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-331K- 72.05% |
$13.2M - $14M
|
128K
$5.94M
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-338K- 82.07% |
$13.5M - $14.3M
|
73.8K
$3.41M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-377K- 8.91% |
$15M - $16M
|
3.85M
$178M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-428K- 74.81% |
$17.1M - $18.1M
|
144K
$6.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-510K- 10.22% |
$20.4M - $21.6M
|
4.48M
$207M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-545K- 7.02% |
$21.8M - $23.1M
|
7.22M
$334M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-604K- 8.01% |
$24.1M - $25.6M
|
6.94M
$321M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-753K- 12.74% |
$30.1M - $32M
|
5.16M
$238M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-952K- 16.94% |
$38M - $40.4M
|
4.67M
$216M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.45M- 7.26% |
$58M - $61.6M
|
18.5M
$857M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.74M- 7.21% |
$69.6M - $74M
|
22.4M
$1.04B
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.74M- 7.21% |
$69.6M - $74M
|
22.4M
$1.04B
|