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 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-6.09K- 39.3% |
$247K - $275K
|
9.4K
$434K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-6.13K- 14.74% |
$249K - $276K
|
35.4K
$1.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-6.31K- 27.6% |
$256K - $284K
|
16.5K
$764K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-6.36K- 3.14% |
$258K - $287K
|
196K
$9.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.42K- 9.92% |
$261K - $290K
|
58.3K
$2.69M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-6.47K- 3.81% |
$263K - $292K
|
164K
$7.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-6.76K- 1.6% |
$274K - $305K
|
415K
$19.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-7.02K- 5.84% |
$285K - $317K
|
113K
$5.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.05K- 4.7% |
$287K - $318K
|
143K
$6.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.07K- 0.35% |
$287K - $319K
|
2.03M
$93.9M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-7.26K- 12.75% |
$295K - $327K
|
49.6K
$2.29M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-7.46K- 2.99% |
$303K - $336K
|
242K
$11.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-7.51K- 29.32% |
$305K - $339K
|
18.1K
$836K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-7.54K- 16.98% |
$306K - $340K
|
36.9K
$1.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-7.98K- 5.09% |
$324K - $360K
|
149K
$6.87M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-8.05K- 27.94% |
$327K - $363K
|
20.8K
$959K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.1K- 28.11% |
$329K - $365K
|
20.7K
$957K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-8.43K- 20.43% |
$343K - $380K
|
32.9K
$1.52M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-8.76K- 7.65% |
$356K - $395K
|
106K
$4.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
SELL
|
- |
-8.94K- 2.18% |
$363K - $404K
|
401K
$18.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-9.1K- 18.87% |
$370K - $411K
|
39.1K
$1.81M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-9.21K- 44.06% |
$374K - $416K
|
11.7K
$540K
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-9.67K- 35.37% |
$393K - $436K
|
17.7K
$816K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10.1K- 17.9% |
$411K - $457K
|
46.4K
$2.14M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-10.3K- 6.43% |
$417K - $463K
|
150K
$6.91M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-10.6K- 11.33% |
$432K - $480K
|
83.2K
$3.84M
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-10.8K- 9.08% |
$438K - $487K
|
108K
$4.99M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.9K- 34.12% |
$443K - $492K
|
21K
$972K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11K- 17.37% |
$446K - $496K
|
52.2K
$2.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-11.5K- 13.36% |
$469K - $521K
|
74.8K
$3.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11.6K- 8.25% |
$470K - $522K
|
129K
$5.95M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-11.7K- 34.93% |
$476K - $528K
|
21.8K
$1.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-11.8K- 3.84% |
$479K - $532K
|
295K
$13.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-13.1K- 36.07% |
$531K - $590K
|
23.2K
$1.07M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
SELL
|
- |
-13.2K- 7.02% |
$535K - $594K
|
174K
$8.06M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-13.3K- 6.34% |
$542K - $602K
|
197K
$9.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-13.7K- 20.45% |
$555K - $616K
|
53.1K
$2.45M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-13.8K- 13.81% |
$562K - $624K
|
86.3K
$3.99M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-14.3K- 83.92% |
$579K - $644K
|
2.73K
$126K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14.3K- 2.36% |
$581K - $645K
|
591K
$27.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-14.4K- 14.6% |
$583K - $648K
|
84K
$3.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-14.5K- 5.13% |
$591K - $656K
|
269K
$12.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-15.1K- 6.06% |
$614K - $683K
|
235K
$10.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-15.8K- 28.89% |
$642K - $713K
|
38.9K
$1.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-16K- 67.83% |
$652K - $724K
|
7.61K
$351K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-16.3K- 29.3% |
$662K - $735K
|
39.3K
$1.82M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-16.7K- 1.99% |
$678K - $753K
|
823K
$38M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-17.5K- 22.57% |
$710K - $789K
|
60K
$2.77M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-17.8K- 1.31% |
$723K - $803K
|
1.34M
$61.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-18.5K- 55.73% |
$753K - $837K
|
14.7K
$681K
|