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 28, 2025
Q2 2025
|
Variant Private Wealth, LLC
Tysons, VA |
SELL
|
- |
-205- 3.22% |
$8.33K - $9.25K
|
6.17K
$285K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-206- 1.65% |
$8.37K - $9.29K
|
12.3K
$566K
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-233- 0.76% |
$9.46K - $10.5K
|
30.4K
$1.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-233- 1.23% |
$9.46K - $10.5K
|
18.7K
$865K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-236- 1.68% |
$9.59K - $10.6K
|
13.8K
$639K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-237- 3.3% |
$9.63K - $10.7K
|
6.94K
$320K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-240- 0.48% |
$9.75K - $10.8K
|
49.5K
$2.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-247- 16.89% |
$10K - $11.1K
|
1.22K
$56.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-258- 10.53% |
$10.5K - $11.6K
|
2.19K
$101K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-258- 1.92% |
$10.5K - $11.6K
|
13.2K
$608K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-259- 0.79% |
$10.5K - $11.7K
|
32.3K
$1.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-280- 1.83% |
$11.4K - $12.6K
|
15.1K
$696K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-282- 5.87% |
$11.5K - $12.7K
|
4.52K
$209K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-287- 1.15% |
$11.7K - $12.9K
|
24.7K
$1.14M
|
|
|
Aug 06, 2025
Q2 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-297- 2.89% |
$12.1K - $13.4K
|
9.98K
$461K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-326- 2.7% |
$13.2K - $14.7K
|
11.7K
$542K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-334- 3.32% |
$13.6K - $15.1K
|
9.72K
$449K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-336- 2.77% |
$13.6K - $15.2K
|
11.8K
$545K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-346- 3.09% |
$14.1K - $15.6K
|
10.8K
$501K
|
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-363- 1.09% |
$14.7K - $16.4K
|
33K
$1.52M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-370- 4.92% |
$15K - $16.7K
|
7.15K
$330K
|
|
|
Aug 14, 2025
Q2 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-400- 3.02% |
$16.2K - $18K
|
12.9K
$594K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-410- 3.76% |
$16.7K - $18.5K
|
10.5K
$485K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-414- 1.2% |
$16.8K - $18.7K
|
33.9K
$1.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-417- 4.89% |
$16.9K - $18.8K
|
8.11K
$375K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-430- 5.73% |
$17.5K - $19.4K
|
7.08K
$327K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-447- 0.45% |
$18.2K - $20.2K
|
98K
$4.53M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-448- 45.48% |
$18.2K - $20.2K
|
537
$24.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-460- 5.31% |
$18.7K - $20.8K
|
8.2K
$379K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-471- 6.97% |
$19.1K - $21.3K
|
6.29K
$290K
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-474- 9.25% |
$19.3K - $21.4K
|
4.65K
$215K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-480- 4.36% |
$19.5K - $21.7K
|
10.5K
$487K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-490- 1.58% |
$19.9K - $22.1K
|
30.5K
$1.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-500- 3.79% |
$20.3K - $22.6K
|
12.7K
$586K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-500- 3.08% |
$20.3K - $22.6K
|
15.7K
$726K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-500- 0.69% |
$20.3K - $22.6K
|
71.5K
$3.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-509- 7.68% |
$20.7K - $23K
|
6.12K
$283K
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-520- 3.15% |
$21.1K - $23.5K
|
16K
$739K
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-522- 3.78% |
$21.2K - $23.6K
|
13.3K
$613K
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-524- 1.47% |
$21.3K - $23.6K
|
35.2K
$1.63M
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-533- 5.34% |
$21.7K - $24K
|
9.44K
$436K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-535- 19.99% |
$21.7K - $24.1K
|
2.14K
$98.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-545- 3.38% |
$22.1K - $24.6K
|
15.6K
$719K
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-550- 9.09% |
$22.3K - $24.8K
|
5.5K
$254K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-597- 1.05% |
$24.3K - $26.9K
|
56.2K
$2.59M
|
|
|
Aug 14, 2025
Q2 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-650- 10.04% |
$26.4K - $29.3K
|
5.83K
$269K
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-674- 5.81% |
$27.4K - $30.4K
|
10.9K
$504K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-701- 2.25% |
$28.5K - $31.6K
|
30.5K
$1.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-728- 2.44% |
$29.6K - $32.8K
|
29.1K
$1.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-729- 8.99% |
$29.6K - $32.9K
|
7.38K
$341K
|