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 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-3.38K- 4.14% |
$137K - $154K
|
78.4K
$3.62M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.55K- 2.17% |
$144K - $161K
|
160K
$7.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-3.67K- 12.35% |
$149K - $167K
|
26.1K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.8K- 10.67% |
$154K - $173K
|
31.8K
$1.47M
|
|
|
Nov 06, 2024
Q3 2024
|
1776 Wealth LLC
|
SELL
|
- |
-3.86K- 2.75% |
$156K - $176K
|
137K
$6.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-3.87K- 32.53% |
$157K - $176K
|
8.03K
$371K
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-3.93K- 4.63% |
$159K - $179K
|
80.8K
$3.73M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-3.97K- 4.81% |
$161K - $181K
|
78.5K
$3.63M
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-4.28K- 3.35% |
$173K - $195K
|
123K
$5.71M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.31K- 9.69% |
$174K - $196K
|
40.2K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-4.34K- 8.97% |
$176K - $198K
|
44.1K
$2.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-4.36K- 32.09% |
$176K - $198K
|
9.22K
$426K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-4.44K- 15.64% |
$179K - $202K
|
23.9K
$1.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.49K- 9.46% |
$182K - $204K
|
43K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-4.79K- 2.68% |
$194K - $218K
|
174K
$8.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-4.84K- 6.18% |
$196K - $220K
|
73.5K
$3.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.16K- 8.11% |
$209K - $235K
|
58.5K
$2.7M
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-5.22K- 16.29% |
$211K - $237K
|
26.8K
$1.24M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-5.3K- 9.82% |
$214K - $241K
|
48.7K
$2.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-5.33K- 2.41% |
$216K - $243K
|
216K
$9.98M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.62K- 5.41% |
$227K - $255K
|
98.1K
$4.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-6.44K- 5.02% |
$261K - $293K
|
122K
$5.64M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-6.58K- 2.29% |
$266K - $299K
|
280K
$13M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-6.66K- 8.54% |
$269K - $303K
|
71.3K
$3.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-6.77K- 13.17% |
$274K - $308K
|
44.6K
$2.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-6.91K- 2.37% |
$279K - $314K
|
284K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-7.01K- 15.75% |
$284K - $319K
|
37.5K
$1.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-7.08K- 6.15% |
$286K - $322K
|
108K
$4.99M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-7.08K- 7.41% |
$286K - $322K
|
88.4K
$4.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-7.4K- 6.3% |
$299K - $336K
|
110K
$5.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-7.68K- 12.92% |
$311K - $349K
|
51.7K
$2.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-7.78K- 1.62% |
$315K - $354K
|
472K
$21.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-7.82K- 40.6% |
$316K - $356K
|
11.4K
$529K
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-7.83K- 9.43% |
$317K - $356K
|
75.2K
$3.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.86K- 6.32% |
$318K - $357K
|
116K
$5.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.01K- 5.41% |
$324K - $365K
|
140K
$6.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-8.05K- 3.99% |
$326K - $366K
|
194K
$8.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-8.6K- 20.91% |
$348K - $391K
|
32.5K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-9.01K- 7.22% |
$364K - $410K
|
116K
$5.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-9.27K- 65.87% |
$375K - $422K
|
4.8K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.3K- 4.01% |
$376K - $423K
|
223K
$10.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10.1K- 2.15% |
$407K - $457K
|
458K
$21.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-10.2K- 10.49% |
$413K - $464K
|
87K
$4.03M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-10.4K- 1.33% |
$419K - $472K
|
769K
$35.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11K- 2.09% |
$446K - $502K
|
517K
$23.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-11.1K- 31.13% |
$450K - $506K
|
24.6K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-11.8K- 7.98% |
$478K - $538K
|
136K
$6.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-11.8K- 5.68% |
$478K - $538K
|
196K
$9.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-12.4K- 21.47% |
$502K - $565K
|
45.4K
$2.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-13K- 24.99% |
$525K - $591K
|
39K
$1.8M
|