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
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-753- 2.23% |
$30.6K - $34K
|
33K
$1.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-770- 5.09% |
$31.3K - $34.7K
|
14.4K
$663K
|
|
|
Aug 14, 2025
Q2 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-823- 10.0% |
$33.4K - $37.1K
|
7.41K
$342K
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-845- 1.05% |
$34.3K - $38.1K
|
80K
$3.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-861- 1.12% |
$35K - $38.8K
|
75.9K
$3.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-887- 5.71% |
$36K - $40K
|
14.7K
$677K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-888- 0.94% |
$36.1K - $40.1K
|
93.6K
$4.32M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-889- 4.06% |
$36.1K - $40.1K
|
21K
$969K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-896- 1.33% |
$36.4K - $40.4K
|
66.5K
$3.07M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-900- 2.3% |
$36.6K - $40.6K
|
38.2K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-908- 1.98% |
$36.9K - $41K
|
44.9K
$2.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-910- 1.29% |
$37K - $41.1K
|
69.8K
$3.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
SELL
|
- |
-935- 2.87% |
$38K - $42.2K
|
31.7K
$1.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-937- 14.51% |
$38.1K - $42.3K
|
5.52K
$255K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.01K- 12.79% |
$41.2K - $45.8K
|
6.91K
$319K
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.08K- 1.01% |
$44K - $48.9K
|
106K
$4.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-1.09K- 5.2% |
$44.3K - $49.2K
|
19.9K
$918K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.09K- 18.01% |
$44.4K - $49.4K
|
4.98K
$230K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-1.1K- 0.7% |
$44.8K - $49.8K
|
157K
$7.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.12K- 1.11% |
$45.3K - $50.4K
|
99.8K
$4.61M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.18K- 3.01% |
$48.1K - $53.4K
|
38.1K
$1.76M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.19K- 2.93% |
$48.1K - $53.5K
|
39.3K
$1.82M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.21K- 13.09% |
$49.2K - $54.7K
|
8.05K
$372K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-1.23K- 7.2% |
$49.8K - $55.3K
|
15.8K
$730K
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.26K- 1.13% |
$51.3K - $57K
|
111K
$5.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.27K- 5.34% |
$51.7K - $57.4K
|
22.6K
$1.04M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.27K- 8.57% |
$51.7K - $57.5K
|
13.6K
$628K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.48K- 4.95% |
$60.2K - $66.9K
|
28.5K
$1.32M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.5K- 82.37% |
$60.7K - $67.5K
|
320
$14.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-1.51K- 4.33% |
$61.4K - $68.2K
|
33.4K
$1.54M
|
|
|
Aug 08, 2025
Q2 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.56K- 3.24% |
$63.2K - $70.3K
|
46.5K
$2.15M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.57K- 1.73% |
$63.7K - $70.7K
|
89.2K
$4.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-1.57K- 1.48% |
$63.8K - $70.8K
|
104K
$4.83M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-1.57K- 4.58% |
$63.9K - $71K
|
32.8K
$1.51M
|
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-1.62K- 8.57% |
$65.8K - $73K
|
17.3K
$798K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.68K- 1.77% |
$68.2K - $75.8K
|
93.1K
$4.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.71K- 0.64% |
$69.4K - $77.1K
|
264K
$12.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.74K- 2.16% |
$70.7K - $78.5K
|
78.7K
$3.64M
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-1.79K- 10.67% |
$72.7K - $80.8K
|
15K
$692K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.82K- 2.41% |
$74.1K - $82.3K
|
73.9K
$3.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-2K- 13.41% |
$81.4K - $90.4K
|
12.9K
$597K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-2.04K- 4.59% |
$83K - $92.2K
|
42.4K
$1.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.07K- 1.77% |
$84K - $93.3K
|
115K
$5.31M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-2.08K- 14.36% |
$84.4K - $93.8K
|
12.4K
$573K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.1K- 27.93% |
$85.2K - $94.7K
|
5.41K
$250K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-2.25K- 9.26% |
$91.3K - $101K
|
22K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.26K- 12.07% |
$91.9K - $102K
|
16.5K
$762K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-2.32K- 8.06% |
$94.2K - $105K
|
26.4K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.32K- 44.11% |
$94.3K - $105K
|
2.94K
$136K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-2.34K- 19.96% |
$95.1K - $106K
|
9.38K
$433K
|