Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
94.9KNew |
$3.86M - $4.28M
|
94.9K
$4.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
39.9K+ 195.19% |
$1.62M - $1.8M
|
60.3K
$2.73M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
9.82K+ 2.03% |
$399K - $443K
|
495K
$22.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
8.04K+ 2.97% |
$327K - $363K
|
279K
$12.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
4.3K+ 3.37% |
$175K - $194K
|
132K
$5.97M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.63K+ 16.01% |
$148K - $164K
|
26.3K
$1.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.31KNew |
$134K - $149K
|
3.31K
$150K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.08K+ 23.85% |
$43.8K - $48.7K
|
5.6K
$254K
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
799+ 4.79% |
$32.5K - $36.1K
|
17.5K
$791K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
708+ 1.66% |
$28.8K - $31.9K
|
43.4K
$1.96M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
544+ 1.49% |
$22.1K - $24.5K
|
37K
$1.68M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
291+ 4.47% |
$11.8K - $13.1K
|
6.81K
$308K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
148+ 2.56% |
$6.01K - $6.68K
|
5.93K
$269K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
73+ 0.09% |
$2.97K - $3.29K
|
82.1K
$3.72M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
24+ 0.29% |
$975 - $1.08K
|
8.22K
$372K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1+ 0.01% |
$40.6 - $45.1
|
11.7K
$531K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-11- 0.4% |
$447 - $496
|
2.77K
$125K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-48- 0.26% |
$1.95K - $2.17K
|
18.1K
$820K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-190- 0.26% |
$7.72K - $8.57K
|
72.3K
$3.27M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-194- 1.43% |
$7.88K - $8.75K
|
13.4K
$605K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-326- 2.7% |
$13.2K - $14.7K
|
11.7K
$531K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-430- 5.73% |
$17.5K - $19.4K
|
7.08K
$321K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-471- 6.97% |
$19.1K - $21.3K
|
6.29K
$285K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-770- 5.09% |
$31.3K - $34.7K
|
14.4K
$650K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-937- 14.51% |
$38.1K - $42.3K
|
5.52K
$250K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.57K- 1.73% |
$63.7K - $70.7K
|
89.2K
$4.04M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-2.8K- 5.98% |
$114K - $127K
|
44.1K
$2M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.88K- 7.28% |
$117K - $130K
|
36.6K
$1.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-2.91K- 5.75% |
$118K - $131K
|
47.7K
$2.16M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-4.72K- 9.77% |
$192K - $213K
|
43.6K
$1.97M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-6.47K- 3.81% |
$263K - $292K
|
164K
$7.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-6.76K- 1.6% |
$274K - $305K
|
415K
$18.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-7.54K- 16.98% |
$306K - $340K
|
36.9K
$1.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.1K- 28.11% |
$329K - $365K
|
20.7K
$938K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11K- 17.37% |
$446K - $496K
|
52.2K
$2.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-15.1K- 6.06% |
$614K - $683K
|
235K
$10.6M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-32.1K- 20.55% |
$1.3M - $1.45M
|
124K
$5.62M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-32.9K- 9.94% |
$1.34M - $1.48M
|
298K
$13.5M
|