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
|
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 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
666+ 2.7% |
$29.8K - $31.2K
|
25.3K
$1.16M
|
|
|
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
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
453+ 9.82% |
$20.3K - $21.2K
|
5.06K
$232K
|
|
|
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
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
353+ 2.88% |
$15.8K - $16.5K
|
12.6K
$578K
|
|
|
Nov 03, 2025
Q3 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
317+ 0.4% |
$14.2K - $14.9K
|
80.3K
$3.68M
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
196+ 0.25% |
$8.77K - $9.18K
|
78.9K
$3.62M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
161+ 1.72% |
$7.2K - $7.54K
|
9.5K
$436K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
160+ 2.47% |
$7.16K - $7.5K
|
6.65K
$305K
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
92+ 1.59% |
$4.12K - $4.31K
|
5.89K
$270K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
82+ 0.47% |
$3.67K - $3.84K
|
17.4K
$799K
|
|
|
Oct 20, 2025
Q3 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
70+ 0.42% |
$3.13K - $3.28K
|
16.6K
$762K
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
57+ 0.32% |
$2.55K - $2.67K
|
18.2K
$833K
|
|
|
Nov 04, 2025
Q3 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
49+ 0.29% |
$2.19K - $2.3K
|
16.9K
$777K
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
45+ 0.37% |
$2.01K - $2.11K
|
12.3K
$562K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
35+ 0.59% |
$1.57K - $1.64K
|
5.96K
$274K
|
|
|
Oct 29, 2025
Q3 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
34+ 0.55% |
$1.52K - $1.59K
|
6.2K
$285K
|
|
|
Nov 03, 2025
Q3 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
31+ 0.56% |
$1.39K - $1.45K
|
5.62K
$258K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
24+ 0.29% |
$1.07K - $1.12K
|
8.24K
$378K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
20+ 0.21% |
$895 - $937
|
9.55K
$438K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
16+ 0.21% |
$716 - $750
|
7.62K
$350K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
11+ 0.55% |
$492 - $515
|
2.01K
$92.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
10+ 0.58% |
$447 - $469
|
1.75K
$80.1K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9+ 0.18% |
$403 - $422
|
4.9K
$225K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
7+ 0.24% |
$313 - $328
|
2.95K
$135K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7+ 0.06% |
$313 - $328
|
10.9K
$498K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
6+ 0.07% |
$268 - $281
|
8.83K
$405K
|
|
|
Oct 28, 2025
Q3 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
6+ 0.13% |
$268 - $281
|
4.78K
$219K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 0.29% |
$224 - $234
|
1.7K
$78.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4+ 0.43% |
$179 - $187
|
929
$42.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.05% |
$134 - $141
|
5.81K
$266K
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3+ 0.03% |
$134 - $141
|
11.1K
$511K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.53% |
$44.7 - $46.9
|
190
$8.72K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.73% |
$44.7 - $46.9
|
138
$6.33K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.08% |
$44.7 - $46.9
|
1.23K
$56.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.41% |
$44.7 - $46.9
|
242
$11.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1+ 0.01% |
$44.7 - $46.9
|
11.7K
$538K
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-13- 0.18% |
$581 - $609
|
7.37K
$338K
|
|
|
Oct 23, 2025
Q3 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-29- 0.04% |
$1.3K - $1.36K
|
72.2K
$3.31M
|
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
SELL
|
- |
-34- 0.35% |
$1.52K - $1.59K
|
9.68K
$444K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-39- 0.65% |
$1.74K - $1.83K
|
5.93K
$272K
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-39- 0.11% |
$1.74K - $1.83K
|
35.2K
$1.61M
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-43- 0.2% |
$1.92K - $2.01K
|
22K
$1.01M
|