Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
72.5KNew |
$3.24M - $3.4M
|
72.5K
$3.33M
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
62.4K+ 35.43% |
$2.79M - $2.92M
|
239K
$10.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
42.8K+ 8.52% |
$1.92M - $2.01M
|
546K
$25M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
19.5K+ 4811.33% |
$874K - $915K
|
19.9K
$915K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
19.4K+ 107.94% |
$867K - $908K
|
37.3K
$1.71M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
17.2K+ 203.62% |
$770K - $806K
|
25.7K
$1.18M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
16.5K+ 3.44% |
$738K - $773K
|
495K
$22.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
BUY
|
- |
16K+ 101.34% |
$716K - $750K
|
31.8K
$1.46M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
14.4K+ 53.3% |
$645K - $675K
|
41.4K
$1.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
14.2K+ 4005.92% |
$636K - $666K
|
14.6K
$669K
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
9.78KNew |
$437K - $458K
|
9.78K
$448K
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
9.29K+ 7.67% |
$416K - $435K
|
130K
$5.99M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
8.94K+ 15.95% |
$400K - $419K
|
65K
$2.98M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.87K+ 7.65% |
$397K - $416K
|
125K
$5.72M
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
8.27K+ 52.35% |
$370K - $388K
|
24.1K
$1.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
7.9K+ 44.95% |
$354K - $370K
|
25.5K
$1.17M
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
7.01K+ 5.32% |
$314K - $329K
|
139K
$6.37M
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
BUY
|
- |
6.64K+ 13.38% |
$297K - $311K
|
56.3K
$2.58M
|
|
|
Oct 27, 2025
Q3 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
6.22K+ 1.76% |
$278K - $292K
|
360K
$16.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.56K+ 8.63% |
$249K - $260K
|
69.9K
$3.21M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
5.54K+ 202.52% |
$248K - $259K
|
8.27K
$379K
|
|
|
Oct 17, 2025
Q3 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
5.3KNew |
$237K - $248K
|
5.3K
$243K
|
|
|
Oct 29, 2025
Q3 2025
|
Whelan Financial
|
BUY
|
- |
5.29KNew |
$237K - $248K
|
5.29K
$243K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.66KNew |
$209K - $219K
|
4.66K
$214K
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
4.52KNew |
$202K - $212K
|
4.52K
$207K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4K+ 1.66% |
$179K - $187K
|
245K
$11.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.74K+ 68.83% |
$167K - $175K
|
9.16K
$420K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.65K+ 1.8% |
$163K - $171K
|
207K
$9.49M
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.44KNew |
$154K - $161K
|
3.44K
$158K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.84K+ 30.27% |
$127K - $133K
|
12.2K
$561K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.7K+ 7.3% |
$121K - $127K
|
39.7K
$1.82M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.66K+ 4.56% |
$119K - $125K
|
61K
$2.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.97K+ 3.4% |
$87.9K - $92.1K
|
59.7K
$2.74M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
1.79KNew |
$80.1K - $83.9K
|
1.79K
$82.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.74K+ 16.47% |
$77.6K - $81.3K
|
12.3K
$563K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.72K+ 2.14% |
$76.7K - $80.4K
|
81.9K
$3.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.66K+ 2.6% |
$74.3K - $77.8K
|
65.6K
$3.01M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.5K+ 7.01% |
$67K - $70.1K
|
22.8K
$1.05M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.28K+ 4.58% |
$57.1K - $59.8K
|
29.1K
$1.34M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.25KNew |
$55.7K - $58.3K
|
1.25K
$57.1K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
1.2K+ 0.29% |
$53.7K - $56.3K
|
416K
$19.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.17K+ 9.72% |
$52.2K - $54.7K
|
13.2K
$605K
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1K+ 7.0% |
$44.9K - $47K
|
15.4K
$704K
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
889+ 6.65% |
$39.8K - $41.7K
|
14.3K
$654K
|
|
|
Oct 27, 2025
Q3 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
749+ 0.68% |
$33.5K - $35.1K
|
111K
$5.11M
|
|
|
Oct 28, 2025
Q3 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
612+ 4.39% |
$27.4K - $28.7K
|
14.6K
$668K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
466New |
$20.8K - $21.8K
|
466
$21.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
459+ 0.62% |
$20.5K - $21.5K
|
74.4K
$3.41M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
428New |
$19.1K - $20.1K
|
428
$19.6K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
381New |
$17K - $17.9K
|
381
$17.5K
|