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 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-44- 0.05% |
$1.97K - $2.06K
|
89.8K
$4.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-69- 0.3% |
$3.09K - $3.23K
|
22.8K
$1.04M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-76- 19.9% |
$3.4K - $3.56K
|
306
$14K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-97- 0.39% |
$4.34K - $4.55K
|
24.5K
$1.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-125- 0.18% |
$5.59K - $5.86K
|
69.7K
$3.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-126- 1.18% |
$5.64K - $5.9K
|
10.6K
$485K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-146- 0.34% |
$6.53K - $6.84K
|
43.2K
$1.98M
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-154- 0.35% |
$6.89K - $7.22K
|
43.4K
$1.99M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-163- 1.23% |
$7.29K - $7.64K
|
13.1K
$602K
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-175- 0.53% |
$7.83K - $8.2K
|
32.8K
$1.51M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-196- 3.46% |
$8.77K - $9.18K
|
5.48K
$251K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-222- 1.1% |
$9.93K - $10.4K
|
19.9K
$913K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-222- 3.1% |
$9.93K - $10.4K
|
6.93K
$318K
|
|
|
Oct 27, 2025
Q3 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
SELL
|
- |
-227- 1.3% |
$10.2K - $10.6K
|
17.2K
$791K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-233- 0.29% |
$10.4K - $10.9K
|
80.1K
$3.68M
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-237- 3.48% |
$10.6K - $11.1K
|
6.57K
$301K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-255- 2.89% |
$11.4K - $11.9K
|
8.56K
$393K
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-274- 1.66% |
$12.3K - $12.8K
|
16.3K
$746K
|
|
|
Oct 31, 2025
Q3 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-275- 1.08% |
$12.3K - $12.9K
|
25.2K
$1.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
SELL
|
- |
-284- 0.9% |
$12.7K - $13.3K
|
31.4K
$1.44M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-285- 0.91% |
$12.7K - $13.4K
|
31.1K
$1.42M
|
|
|
Oct 27, 2025
Q3 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-301- 2.05% |
$13.5K - $14.1K
|
14.4K
$659K
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-309- 3.27% |
$13.8K - $14.5K
|
9.13K
$419K
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-312- 0.52% |
$14K - $14.6K
|
59.7K
$2.74M
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-352- 1.75% |
$15.7K - $16.5K
|
19.7K
$905K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-380- 18.1% |
$17K - $17.8K
|
1.72K
$78.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-399- 2.13% |
$17.8K - $18.7K
|
18.3K
$840K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-400- 3.17% |
$17.9K - $18.7K
|
12.2K
$560K
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-405- 2.57% |
$18.1K - $19K
|
15.4K
$705K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-436- 10.68% |
$19.5K - $20.4K
|
3.65K
$167K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-444- 7.0% |
$19.9K - $20.8K
|
5.9K
$271K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-460Closed |
$20.6K - $21.6K
|
0
$0
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-498- 7.59% |
$22.3K - $23.3K
|
6.06K
$278K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-512- 9.46% |
$22.9K - $24K
|
4.9K
$225K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-527- 1.85% |
$23.6K - $24.7K
|
28K
$1.28M
|
|
|
Oct 30, 2025
Q3 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-572- 1.52% |
$25.6K - $26.8K
|
37.1K
$1.7M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-676- 5.7% |
$30.2K - $31.7K
|
11.2K
$513K
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-695- 5.43% |
$31.1K - $32.6K
|
12.1K
$555K
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-695- 2.28% |
$31.1K - $32.6K
|
29.8K
$1.37M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-702- 8.15% |
$31.4K - $32.9K
|
7.92K
$363K
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-708- 32.31% |
$31.7K - $33.2K
|
1.48K
$68K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-749- 0.71% |
$33.5K - $35.1K
|
105K
$4.82M
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-757- 0.61% |
$33.9K - $35.5K
|
123K
$5.66M
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-785- 6.33% |
$35.1K - $36.8K
|
11.6K
$533K
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-790- 11.16% |
$35.3K - $37K
|
6.29K
$288K
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-865- 1.86% |
$38.7K - $40.5K
|
45.7K
$2.09M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-894- 0.96% |
$40K - $41.9K
|
92.7K
$4.25M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-944- 2.83% |
$42.2K - $44.2K
|
32.4K
$1.49M
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-976- 7.06% |
$43.7K - $45.7K
|
12.8K
$589K
|
|
|
Nov 03, 2025
Q3 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-993- 7.83% |
$44.4K - $46.5K
|
11.7K
$537K
|