Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.7MNew |
$291M - $313M
|
6.7M
$297M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.15M+ 4742.43% |
$49.9M - $53.7M
|
1.17M
$52M
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
633KNew |
$27.5M - $29.6M
|
633K
$28.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
310KNew |
$13.4M - $14.5M
|
310K
$13.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
168K+ 90.02% |
$7.29M - $7.84M
|
355K
$15.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
139KNew |
$6.05M - $6.51M
|
139K
$6.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
114K+ 29.06% |
$4.97M - $5.34M
|
508K
$22.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
104K+ 95.41% |
$4.53M - $4.87M
|
214K
$9.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
98.8K+ 20.34% |
$4.29M - $4.62M
|
585K
$25.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
60.7K+ 0.35% |
$2.63M - $2.84M
|
17.6M
$781M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
58.6KNew |
$2.54M - $2.74M
|
58.6K
$2.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
54.6KNew |
$2.37M - $2.55M
|
54.6K
$2.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
54.5K+ 610.51% |
$2.37M - $2.55M
|
63.5K
$2.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
51.8K+ 21.47% |
$2.25M - $2.42M
|
293K
$13M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
38.6K+ 47.52% |
$1.67M - $1.8M
|
120K
$5.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
34.5K+ 77.64% |
$1.5M - $1.61M
|
78.8K
$3.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
26.8K+ 5.19% |
$1.16M - $1.25M
|
544K
$24.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
25.5KNew |
$1.11M - $1.19M
|
25.5K
$1.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
23.3KNew |
$1.01M - $1.09M
|
23.3K
$1.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
22.3K+ 196.39% |
$966K - $1.04M
|
33.6K
$1.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
22KNew |
$957K - $1.03M
|
22K
$977K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
21.7K+ 56.41% |
$941K - $1.01M
|
60.1K
$2.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
20.9K+ 13.32% |
$907K - $976K
|
178K
$7.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
20.6KNew |
$894K - $962K
|
20.6K
$913K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
18.6K+ 159.5% |
$809K - $870K
|
30.3K
$1.34M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
18.3K+ 62.86% |
$795K - $856K
|
47.5K
$2.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
18.3K+ 24.34% |
$795K - $855K
|
93.5K
$4.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18.1K+ 76.71% |
$786K - $846K
|
41.7K
$1.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
16.3KNew |
$705K - $759K
|
16.3K
$720K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.2K+ 10.9% |
$705K - $759K
|
165K
$7.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
15.3KNew |
$665K - $715K
|
15.3K
$678K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
14.9KNew |
$646K - $695K
|
14.9K
$660K
|
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
14.7K+ 232.67% |
$638K - $687K
|
21K
$931K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
14.2KNew |
$616K - $662K
|
14.2K
$628K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
14.2K+ 3.06% |
$615K - $662K
|
478K
$21.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
13.6KNew |
$592K - $637K
|
13.6K
$604K
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
13.5KNew |
$588K - $633K
|
13.5K
$600K
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
11.7K+ 5.64% |
$508K - $546K
|
219K
$9.7M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.6K+ 151.4% |
$505K - $543K
|
19.3K
$856K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.5K+ 11.69% |
$498K - $535K
|
110K
$4.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.6K+ 33.0% |
$460K - $495K
|
42.7K
$1.89M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.4K+ 0.57% |
$452K - $487K
|
1.84M
$81.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
9.92K+ 41.52% |
$430K - $463K
|
33.8K
$1.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.95K+ 27.2% |
$389K - $418K
|
41.9K
$1.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
7.82KNew |
$339K - $365K
|
7.82K
$347K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
7.81KNew |
$339K - $365K
|
7.81K
$346K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.59K+ 8.67% |
$329K - $354K
|
95K
$4.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.19K+ 0.73% |
$312K - $336K
|
989K
$43.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
6.8KNew |
$295K - $318K
|
6.8K
$301K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.61KNew |
$287K - $309K
|
6.61K
$293K
|