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 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
285+ 2.14% |
$11.6K - $12.9K
|
13.6K
$628K
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
270+ 1.97% |
$11K - $12.2K
|
14K
$645K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
254+ 4.17% |
$10.3K - $11.5K
|
6.35K
$293K
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
253+ 1.0% |
$10.3K - $11.4K
|
25.5K
$1.18M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
240+ 0.15% |
$9.75K - $10.8K
|
163K
$7.51M
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
238New |
$9.67K - $10.7K
|
238
$11K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
224+ 1.37% |
$9.1K - $10.1K
|
16.5K
$764K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
220+ 4.05% |
$8.94K - $9.93K
|
5.65K
$261K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
216+ 0.75% |
$8.77K - $9.75K
|
29.1K
$1.34M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
184+ 2.92% |
$7.47K - $8.3K
|
6.49K
$300K
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
183+ 1.19% |
$7.43K - $8.26K
|
15.5K
$716K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
181+ 2.19% |
$7.35K - $8.17K
|
8.45K
$390K
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
160+ 0.58% |
$6.5K - $7.22K
|
27.9K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
151+ 1.26% |
$6.13K - $6.81K
|
12.2K
$563K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
150+ 3.23% |
$6.09K - $6.77K
|
4.79K
$221K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
148+ 2.56% |
$6.01K - $6.68K
|
5.93K
$274K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
126+ 1.19% |
$5.12K - $5.69K
|
10.7K
$494K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
120+ 0.67% |
$4.87K - $5.41K
|
18.1K
$837K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
111+ 0.15% |
$4.51K - $5.01K
|
75.1K
$3.47M
|
|
|
Jul 28, 2025
Q2 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
103+ 0.57% |
$4.18K - $4.65K
|
18.1K
$836K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
88New |
$3.57K - $3.97K
|
88
$4.07K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
81+ 0.57% |
$3.29K - $3.65K
|
14.3K
$659K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
80New |
$3.25K - $3.61K
|
80
$3.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
73+ 0.09% |
$2.97K - $3.29K
|
82.1K
$3.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
71+ 0.41% |
$2.88K - $3.2K
|
17.3K
$801K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
63+ 1.07% |
$2.56K - $2.84K
|
5.97K
$276K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
60+ 0.58% |
$2.44K - $2.71K
|
10.5K
$483K
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
57+ 0.31% |
$2.32K - $2.57K
|
18.7K
$865K
|
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
BUY
|
- |
56+ 0.5% |
$2.27K - $2.53K
|
11.2K
$519K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
56+ 0.63% |
$2.27K - $2.53K
|
9.01K
$416K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
50+ 0.18% |
$2.03K - $2.26K
|
28.1K
$1.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
48+ 0.39% |
$1.95K - $2.17K
|
12.2K
$564K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
39+ 0.07% |
$1.58K - $1.76K
|
56.1K
$2.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
BUY
|
- |
39+ 0.16% |
$1.58K - $1.76K
|
24.8K
$1.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
36+ 0.59% |
$1.46K - $1.62K
|
6.16K
$284K
|
|
|
Aug 13, 2025
Q2 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
31+ 0.56% |
$1.26K - $1.4K
|
5.59K
$258K
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
30+ 0.39% |
$1.22K - $1.35K
|
7.69K
$355K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
30+ 0.6% |
$1.22K - $1.35K
|
5.04K
$233K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
28New |
$1.14K - $1.26K
|
28
$1.29K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
24+ 0.29% |
$975 - $1.08K
|
8.22K
$380K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
21+ 0.22% |
$853 - $948
|
9.53K
$440K
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
16+ 0.12% |
$650 - $722
|
13.6K
$627K
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
11+ 0.04% |
$447 - $496
|
27.9K
$1.29M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
11+ 0.11% |
$447 - $496
|
10.4K
$481K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
10+ 0.15% |
$406 - $451
|
6.69K
$309K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9+ 0.18% |
$366 - $406
|
4.89K
$226K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
8+ 0.06% |
$325 - $361
|
13.2K
$610K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
8+ 0.13% |
$325 - $361
|
6.19K
$286K
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
7+ 0.6% |
$284 - $316
|
1.17K
$53.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
7+ 0.6% |
$284 - $316
|
1.17K
$54.1K
|