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 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1K- 0.89% |
$44.9K - $47K
|
112K
$5.15M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.01K- 7.43% |
$45.1K - $47.3K
|
12.6K
$577K
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-1.07K- 3.27% |
$47.9K - $50.2K
|
31.7K
$1.45M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.08K- 1.05% |
$48.3K - $50.6K
|
102K
$4.67M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1.19K- 19.49% |
$53.1K - $55.7K
|
4.91K
$225K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-1.32K- 8.09% |
$58.9K - $61.7K
|
15K
$686K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.35K- 19.52% |
$60.6K - $63.4K
|
5.58K
$256K
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.39K- 1.31% |
$62.4K - $65.3K
|
105K
$4.81M
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-1.42K- 9.48% |
$63.6K - $66.6K
|
13.6K
$622K
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.46K- 12.45% |
$65.3K - $68.4K
|
10.3K
$471K
|
|
|
Oct 14, 2025
Q3 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-1.53K- 4.02% |
$68.2K - $71.5K
|
36.4K
$1.67M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.54K- 3.94% |
$69.1K - $72.4K
|
37.6K
$1.72M
|
|
|
Oct 17, 2025
Q3 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-1.62K- 1.98% |
$72.6K - $76.1K
|
80.5K
$3.69M
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.67K- 5.22% |
$74.6K - $78.2K
|
30.3K
$1.39M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-2.03K- 4.79% |
$90.9K - $95.2K
|
40.4K
$1.85M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.18K- 5.15% |
$97.6K - $102K
|
40.2K
$1.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.42K- 6.35% |
$108K - $113K
|
35.7K
$1.64M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.47K- 0.83% |
$111K - $116K
|
296K
$13.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.58K- 2.63% |
$115K - $121K
|
95.4K
$4.38M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-2.62K- 94.4% |
$117K - $123K
|
155
$7.11K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.7K- 14.89% |
$121K - $126K
|
15.4K
$707K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-2.76K- 1.04% |
$123K - $129K
|
262K
$12M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-2.78K- 13.38% |
$124K - $130K
|
18K
$825K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.79K- 7.1% |
$125K - $131K
|
36.5K
$1.68M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.79K- 7.1% |
$125K - $131K
|
36.5K
$1.68M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.81K- 8.25% |
$126K - $132K
|
31.3K
$1.44M
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-2.99K- 1.83% |
$134K - $140K
|
161K
$7.37M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.07K- 3.29% |
$137K - $144K
|
90.1K
$4.13M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-3.14K- 7.12% |
$141K - $147K
|
41K
$1.88M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-3.22K- 97.4% |
$144K - $151K
|
86
$3.95K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.28K- 19.85% |
$147K - $154K
|
13.3K
$608K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.5K- 9.49% |
$156K - $164K
|
33.4K
$1.53M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.6K- 5.97% |
$161K - $169K
|
56.7K
$2.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-3.74K- 27.51% |
$167K - $175K
|
9.85K
$452K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.99K- 3.66% |
$179K - $187K
|
105K
$4.82M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-4.03K- 42.07% |
$180K - $189K
|
5.56K
$255K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-4.3K- 10.32% |
$192K - $202K
|
37.4K
$1.71M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.42K- 12.08% |
$198K - $207K
|
32.2K
$1.48M
|
|
|
Oct 27, 2025
Q3 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-4.44K- 5.28% |
$198K - $208K
|
79.5K
$3.65M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.48K- 1.91% |
$201K - $210K
|
230K
$10.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.71K- 11.07% |
$211K - $221K
|
37.9K
$1.74M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-4.99K- 5.68% |
$223K - $234K
|
82.8K
$3.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-5.11K- 29.57% |
$228K - $239K
|
12.2K
$558K
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-8.03K- 7.43% |
$359K - $376K
|
100K
$4.59M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-8.17K- 9.16% |
$365K - $383K
|
81K
$3.72M
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
SELL
|
- |
-8.72K- 1.76% |
$390K - $408K
|
486K
$22.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-8.81K- 28.63% |
$394K - $413K
|
21.9K
$1.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-9.94K- 32.83% |
$444K - $466K
|
20.3K
$933K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-11.6K- 14.08% |
$521K - $545K
|
71K
$3.26M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-12.7K- 99.28% |
$567K - $594K
|
92
$4.22K
|