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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
15+ 0.17% |
$607 - $682
|
8.72K
$403K
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
15+ 0.25% |
$607 - $682
|
5.91K
$273K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
13+ 0.15% |
$526 - $591
|
8.67K
$401K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
11+ 0.66% |
$445 - $500
|
1.68K
$77.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
9+ 0.16% |
$364 - $409
|
5.56K
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6+ 0.65% |
$243 - $273
|
931
$43K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.26% |
$40.5 - $45.5
|
389
$18K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.6% |
$40.5 - $45.5
|
169
$7.81K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.4% |
$40.5 - $45.5
|
253
$11.7K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-7- 0.14% |
$283 - $318
|
4.98K
$230K
|
|
|
Nov 06, 2024
Q3 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-10- 0.14% |
$405 - $455
|
7.33K
$339K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-12- 18.46% |
$485 - $546
|
53
$2.45K
|
|
|
Nov 12, 2024
Q3 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-15- 0.01% |
$607 - $682
|
108K
$5.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-32- 0.3% |
$1.29K - $1.46K
|
10.8K
$499K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-49- 0.57% |
$1.98K - $2.23K
|
8.5K
$393K
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-50- 0.37% |
$2.02K - $2.27K
|
13.4K
$619K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-51- 0.53% |
$2.06K - $2.32K
|
9.52K
$440K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-53- 0.31% |
$2.14K - $2.41K
|
16.9K
$782K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-71- 1.11% |
$2.87K - $3.23K
|
6.3K
$291K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-73- 0.85% |
$2.95K - $3.32K
|
8.5K
$393K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-75- 14.94% |
$3.03K - $3.41K
|
427
$19.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-99- 1.93% |
$4K - $4.5K
|
5.03K
$233K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-100- 1.79% |
$4.05K - $4.55K
|
5.49K
$254K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-105- 1.4% |
$4.25K - $4.78K
|
7.39K
$342K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-111- 0.46% |
$4.49K - $5.05K
|
23.9K
$1.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-124- 2.49% |
$5.02K - $5.64K
|
4.86K
$225K
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-132- 0.95% |
$5.34K - $6K
|
13.7K
$633K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-134- 0.32% |
$5.42K - $6.1K
|
42K
$1.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-143- 14.52% |
$5.78K - $6.51K
|
842
$38.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-146- 5.79% |
$5.91K - $6.64K
|
2.38K
$110K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-153- 0.27% |
$6.19K - $6.96K
|
57.3K
$2.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-154- 0.47% |
$6.23K - $7.01K
|
32.6K
$1.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-172- 0.53% |
$6.96K - $7.82K
|
32.2K
$1.49M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-177- 0.93% |
$7.16K - $8.05K
|
18.9K
$873K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-179- 2.07% |
$7.24K - $8.14K
|
8.47K
$392K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-180- 0.37% |
$7.28K - $8.19K
|
48.8K
$2.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-200- 1.51% |
$8.09K - $9.1K
|
13.1K
$605K
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-220- 1.79% |
$8.9K - $10K
|
12.1K
$559K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-221- 2.17% |
$8.94K - $10.1K
|
9.98K
$461K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-221- 5.19% |
$8.94K - $10.1K
|
4.04K
$187K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-224- 3.89% |
$9.06K - $10.2K
|
5.54K
$256K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-245- 4.45% |
$9.91K - $11.1K
|
5.26K
$243K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-245- 1.55% |
$9.91K - $11.1K
|
15.6K
$721K
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-248- 0.21% |
$10K - $11.3K
|
117K
$5.43M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-249- 39.9% |
$10.1K - $11.3K
|
375
$17.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-294- 12.78% |
$11.9K - $13.4K
|
2.01K
$92.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-326- 0.35% |
$13.2K - $14.8K
|
91.8K
$4.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-352- 3.87% |
$14.2K - $16K
|
8.75K
$405K
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-367- 0.78% |
$14.8K - $16.7K
|
46.9K
$2.17M
|