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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.2KNew |
$454K - $504K
|
11.2K
$517K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10.9K+ 153.85% |
$442K - $491K
|
18K
$829K
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
10.6KNew |
$429K - $477K
|
10.6K
$488K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.2K+ 3.25% |
$414K - $459K
|
323K
$14.9M
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
9.96KNew |
$405K - $449K
|
9.96K
$460K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
9.82K+ 2.03% |
$399K - $443K
|
495K
$22.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
9.6K+ 2.79% |
$390K - $433K
|
353K
$16.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
9.59KNew |
$390K - $433K
|
9.59K
$443K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.33K+ 12.16% |
$379K - $421K
|
86K
$3.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
9.22K+ 13.01% |
$375K - $416K
|
80.1K
$3.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
8.88K+ 4.61% |
$361K - $401K
|
202K
$9.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
8.81KNew |
$358K - $397K
|
8.81K
$407K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
8.63KNew |
$350K - $389K
|
8.63K
$399K
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
8.56K+ 18.02% |
$348K - $386K
|
56.1K
$2.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
8.53K+ 8.4% |
$347K - $385K
|
110K
$5.09M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
8.04K+ 2.97% |
$327K - $363K
|
279K
$12.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
7.57K+ 41.81% |
$307K - $341K
|
25.7K
$1.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.14K+ 173.43% |
$290K - $322K
|
11.3K
$520K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.99K+ 9.93% |
$284K - $315K
|
77.4K
$3.58M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.76K+ 6.19% |
$274K - $305K
|
116K
$5.35M
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
6.56KNew |
$266K - $296K
|
6.56K
$303K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.16K+ 1.2% |
$250K - $278K
|
519K
$24M
|
|
|
Aug 25, 2025
Q2 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
6.13KNew |
$249K - $276K
|
6.13K
$283K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
5.89KNew |
$239K - $266K
|
5.89K
$272K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.76K+ 8.72% |
$234K - $260K
|
71.7K
$3.31M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.67KNew |
$230K - $256K
|
5.67K
$262K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.54K+ 9.42% |
$225K - $250K
|
64.4K
$2.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.44K+ 1.75% |
$221K - $246K
|
316K
$14.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
5.04K+ 1.21% |
$205K - $227K
|
421K
$19.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
4.79KNew |
$195K - $216K
|
4.79K
$221K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
4.78KNew |
$194K - $216K
|
4.78K
$221K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.44K+ 15.86% |
$180K - $200K
|
32.4K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.39KNew |
$178K - $198K
|
4.39K
$203K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.36K+ 50.13% |
$177K - $197K
|
13.1K
$603K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.35K+ 20.93% |
$177K - $196K
|
25.1K
$1.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
4.3K+ 3.37% |
$175K - $194K
|
132K
$6.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.17K+ 64.31% |
$169K - $188K
|
10.6K
$492K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
4.07K+ 0.54% |
$165K - $184K
|
762K
$35.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4K+ 0.18% |
$162K - $180K
|
2.27M
$105M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
3.95K+ 17.1% |
$160K - $178K
|
27K
$1.25M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.63K+ 16.01% |
$148K - $164K
|
26.3K
$1.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
3.63K+ 10.1% |
$147K - $164K
|
39.6K
$1.83M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.34K+ 3.03% |
$136K - $151K
|
114K
$5.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
3.32K+ 2.11% |
$135K - $150K
|
161K
$7.42M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.31KNew |
$134K - $149K
|
3.31K
$153K
|
|
|
Aug 14, 2025
Q2 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
3.3K+ 3.46% |
$134K - $149K
|
98.6K
$4.55M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.83K+ 4.71% |
$115K - $128K
|
62.9K
$2.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
2.71K+ 11.87% |
$110K - $122K
|
25.5K
$1.18M
|
|
|
Aug 08, 2025
Q2 2025
|
1776 Wealth LLC
|
BUY
|
- |
2.61K+ 1.97% |
$106K - $118K
|
135K
$6.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.58K+ 16.58% |
$105K - $116K
|
18.1K
$838K
|