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 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-19.1K- 29.17% |
$777K - $863K
|
46.5K
$2.15M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-24K- 3.54% |
$977K - $1.09M
|
655K
$30.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-26K- 53.17% |
$1.06M - $1.17M
|
22.9K
$1.06M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-26.4K- 83.43% |
$1.07M - $1.19M
|
5.25K
$243K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-26.4K- 83.43% |
$1.07M - $1.19M
|
5.25K
$243K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-26.8K- 2.81% |
$1.09M - $1.21M
|
928K
$42.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-28.2K- 70.14% |
$1.15M - $1.27M
|
12K
$555K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-29.5K- 5.39% |
$1.2M - $1.33M
|
518K
$23.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-29.6K- 6.78% |
$1.2M - $1.34M
|
408K
$18.8M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-32.1K- 20.55% |
$1.3M - $1.45M
|
124K
$5.73M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-32.9K- 9.94% |
$1.34M - $1.48M
|
298K
$13.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-39.7K- 20.36% |
$1.61M - $1.79M
|
155K
$7.17M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-40.4K- 28.21% |
$1.64M - $1.82M
|
103K
$4.75M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-40.8K- 49.44% |
$1.66M - $1.84M
|
41.7K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-41K- 26.75% |
$1.67M - $1.85M
|
112K
$5.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-43.2K- 44.62% |
$1.75M - $1.95M
|
53.6K
$2.48M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-55.9K- 19.55% |
$2.27M - $2.52M
|
230K
$10.6M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-60.2K- 63.83% |
$2.44M - $2.71M
|
34.1K
$1.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-60.4K- 11.89% |
$2.45M - $2.72M
|
447K
$20.7M
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
SELL
|
- |
-69.5K- 28.34% |
$2.82M - $3.13M
|
176K
$8.12M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-76.1K- 0.38% |
$3.09M - $3.43M
|
19.9M
$919M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-79.3K- 42.56% |
$3.22M - $3.58M
|
107K
$4.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-80.3K- 47.27% |
$3.26M - $3.63M
|
89.6K
$4.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-108K- 41.25% |
$4.37M - $4.86M
|
153K
$7.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-115K- 73.04% |
$4.68M - $5.2M
|
42.5K
$1.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-154K- 3.87% |
$6.24M - $6.93M
|
3.82M
$176M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-154K- 2.46% |
$6.26M - $6.95M
|
6.11M
$282M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-155K- 36.41% |
$6.3M - $7M
|
271K
$12.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-182K- 7.08% |
$7.39M - $8.21M
|
2.39M
$110M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-187K- 2.8% |
$7.6M - $8.44M
|
6.49M
$300M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-232K- 7.04% |
$9.42M - $10.5M
|
3.06M
$141M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-263K- 25.55% |
$10.7M - $11.9M
|
766K
$35.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-317K- 5.05% |
$12.9M - $14.3M
|
5.96M
$276M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-352K- 58.86% |
$14.3M - $15.9M
|
246K
$11.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-550K- 17.8% |
$22.3M - $24.8M
|
2.54M
$117M
|