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 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.37K- 1.34% |
$96.2K - $107K
|
174K
$8.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.38K- 1.7% |
$96.8K - $107K
|
138K
$6.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-2.39K- 3.0% |
$97.2K - $108K
|
77.3K
$3.57M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.45K- 5.83% |
$99.4K - $110K
|
39.5K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.47K- 5.18% |
$100K - $111K
|
45.1K
$2.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.5K- 26.83% |
$101K - $113K
|
6.81K
$315K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-2.51K- 13.74% |
$102K - $113K
|
15.8K
$728K
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-2.51K- 23.01% |
$102K - $113K
|
8.41K
$389K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.54K- 1.86% |
$103K - $114K
|
134K
$6.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.58K- 6.67% |
$105K - $116K
|
36.1K
$1.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.58K- 2.33% |
$105K - $117K
|
108K
$5.01M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.63K- 1.23% |
$107K - $119K
|
211K
$9.77M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-2.72K- 3.0% |
$110K - $123K
|
87.8K
$4.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.74K- 23.05% |
$111K - $124K
|
9.15K
$423K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-2.75K- 1.1% |
$112K - $124K
|
248K
$11.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-2.75K- 3.31% |
$112K - $124K
|
80.3K
$3.71M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-2.8K- 5.98% |
$114K - $127K
|
44.1K
$2.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.88K- 7.28% |
$117K - $130K
|
36.6K
$1.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-2.91K- 5.75% |
$118K - $131K
|
47.7K
$2.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.98K- 6.57% |
$121K - $134K
|
42.4K
$1.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.04K- 2.75% |
$124K - $137K
|
108K
$4.97M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.1K- 3.41% |
$126K - $140K
|
87.8K
$4.06M
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3.15K- 5.18% |
$128K - $142K
|
57.7K
$2.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-3.17K- 19.04% |
$129K - $143K
|
13.5K
$623K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3.29K- 90.85% |
$134K - $148K
|
331
$15.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-3.35K- 21.79% |
$136K - $151K
|
12K
$555K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.41K- 27.89% |
$138K - $154K
|
8.81K
$407K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.49K- 10.01% |
$142K - $157K
|
31.3K
$1.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-3.66K- 2.36% |
$148K - $165K
|
151K
$6.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-3.72K- 17.48% |
$151K - $168K
|
17.6K
$812K
|
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-3.74K- 3.27% |
$152K - $169K
|
111K
$5.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-3.92K- 31.27% |
$159K - $177K
|
8.62K
$398K
|
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-3.96K- 3.14% |
$161K - $179K
|
122K
$5.64M
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-3.98K- 3.42% |
$162K - $180K
|
112K
$5.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-4K- 19.5% |
$163K - $181K
|
16.5K
$764K
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-4.07K- 1.99% |
$165K - $183K
|
200K
$9.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.2K- 6.15% |
$170K - $189K
|
64K
$2.96M
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-4.28K- 31.68% |
$174K - $193K
|
9.23K
$427K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.42K- 12.57% |
$180K - $199K
|
30.8K
$1.42M
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.46K- 30.85% |
$181K - $201K
|
10K
$462K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.63K- 97.17% |
$188K - $209K
|
135
$6.24K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-4.72K- 9.77% |
$192K - $213K
|
43.6K
$2.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.79K- 46.87% |
$194K - $216K
|
5.43K
$251K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.82K- 2.04% |
$196K - $217K
|
231K
$10.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-4.84K- 25.6% |
$197K - $218K
|
14.1K
$650K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4.92K- 8.22% |
$200K - $222K
|
54.8K
$2.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.26K- 7.04% |
$214K - $237K
|
69.4K
$3.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-5.36K- 7.31% |
$218K - $242K
|
68K
$3.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.37K- 3.37% |
$218K - $242K
|
154K
$7.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-5.43K- 14.89% |
$221K - $245K
|
31.1K
$1.44M
|