Purchases and Sales Made in Q3 2024 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 Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.53K+ 0.69% |
$143K - $161K
|
512K
$23.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
3.38K+ 29.59% |
$137K - $154K
|
14.8K
$684K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.26K+ 11.58% |
$132K - $148K
|
31.4K
$1.45M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.23K+ 5.57% |
$131K - $147K
|
61.3K
$2.83M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.21K+ 2.82% |
$130K - $146K
|
117K
$5.41M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.14K+ 1.93% |
$127K - $143K
|
166K
$7.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.99K+ 4.97% |
$121K - $136K
|
63.1K
$2.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.77KNew |
$112K - $126K
|
2.77K
$128K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.71K+ 0.97% |
$109K - $123K
|
281K
$13M
|
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
2.6K+ 35.0% |
$105K - $118K
|
10K
$464K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.29K+ 3.69% |
$92.6K - $104K
|
64.3K
$2.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.25KNew |
$91.1K - $102K
|
2.25K
$104K
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
2.21K+ 2.09% |
$89.5K - $101K
|
108K
$5M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2.19K+ 44.52% |
$88.5K - $99.5K
|
7.1K
$328K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.14K+ 3.06% |
$86.4K - $97.1K
|
72K
$3.33M
|
|
|
Oct 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
2.09K+ 1.49% |
$84.7K - $95.2K
|
143K
$6.61M
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
2.02K+ 15.02% |
$81.6K - $91.8K
|
15.4K
$714K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.95K+ 11.47% |
$78.8K - $88.6K
|
18.9K
$875K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.89K+ 1.93% |
$76.5K - $86K
|
99.7K
$4.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
BUY
|
- |
1.88K+ 1.22% |
$76.1K - $85.6K
|
157K
$7.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
1.86K+ 10.06% |
$75.1K - $84.5K
|
20.3K
$939K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.85K+ 3.15% |
$74.9K - $84.2K
|
60.7K
$2.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1.85K+ 4.34% |
$74.8K - $84.1K
|
44.4K
$2.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.58K+ 5.47% |
$63.9K - $71.8K
|
30.4K
$1.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.41KNew |
$57K - $64.1K
|
1.41K
$65.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
1.39K+ 11.54% |
$56K - $63K
|
13.4K
$619K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.35K+ 97.61% |
$54.4K - $61.2K
|
2.72K
$126K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.33KNew |
$53.6K - $60.3K
|
1.33K
$61.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
1.3K+ 1.75% |
$52.6K - $59.2K
|
75.7K
$3.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.16K+ 7.71% |
$46.9K - $52.7K
|
16.2K
$748K
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.14K+ 19.78% |
$46K - $51.7K
|
6.89K
$318K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.13K+ 3.18% |
$45.8K - $51.5K
|
36.7K
$1.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.08K+ 1.87% |
$43.8K - $49.2K
|
58.8K
$2.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.06K+ 2.2% |
$43K - $48.3K
|
49.3K
$2.28M
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.05KNew |
$42.3K - $47.5K
|
1.05K
$48.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
1.02K+ 5.71% |
$41.3K - $46.4K
|
18.9K
$873K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.01KNew |
$40.9K - $45.9K
|
1.01K
$46.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1K+ 14.61% |
$40.5K - $45.5K
|
7.85K
$363K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
998+ 1.37% |
$40.4K - $45.4K
|
73.7K
$3.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
970+ 2.18% |
$39.2K - $44.1K
|
45.4K
$2.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
951New |
$38.5K - $43.3K
|
951
$44K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
890+ 1.86% |
$36K - $40.5K
|
48.7K
$2.25M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
880+ 0.6% |
$35.6K - $40K
|
148K
$6.83M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
874+ 2.73% |
$35.4K - $39.8K
|
32.9K
$1.52M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
849New |
$34.3K - $38.6K
|
849
$39.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
827+ 11.34% |
$33.5K - $37.6K
|
8.12K
$375K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
788+ 12.27% |
$31.9K - $35.8K
|
7.21K
$333K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
787+ 6.88% |
$31.8K - $35.8K
|
12.2K
$566K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
754+ 3.46% |
$30.5K - $34.3K
|
22.5K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
731+ 3.16% |
$29.6K - $33.3K
|
23.9K
$1.1M
|