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
$298M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.15M+ 4742.43% |
$49.9M - $53.7M
|
1.17M
$52.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
843K+ 81.23% |
$36.6M - $39.4M
|
1.88M
$83.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
633KNew |
$27.5M - $29.6M
|
633K
$28.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
310KNew |
$13.4M - $14.5M
|
310K
$13.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
296K+ 6.46% |
$12.8M - $13.8M
|
4.88M
$217M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
200K+ 2.8% |
$8.68M - $9.34M
|
7.35M
$327M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
168K+ 90.02% |
$7.29M - $7.84M
|
355K
$15.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
164KNew |
$7.1M - $7.64M
|
164K
$7.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
140KNew |
$6.09M - $6.56M
|
140K
$6.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
139KNew |
$6.05M - $6.51M
|
139K
$6.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
114K+ 29.06% |
$4.97M - $5.34M
|
508K
$22.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
104K+ 95.41% |
$4.53M - $4.87M
|
214K
$9.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
98.8K+ 20.34% |
$4.29M - $4.62M
|
585K
$26M
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
96.6KNew |
$4.19M - $4.51M
|
96.6K
$4.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
66.3KNew |
$2.88M - $3.09M
|
66.3K
$2.95M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
64.4KNew |
$2.8M - $3.01M
|
64.4K
$2.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
63.3KNew |
$2.75M - $2.96M
|
63.3K
$2.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
60.7K+ 0.35% |
$2.63M - $2.84M
|
17.6M
$783M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
58.6KNew |
$2.54M - $2.74M
|
58.6K
$2.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
54.6KNew |
$2.37M - $2.55M
|
54.6K
$2.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
54.5K+ 610.51% |
$2.37M - $2.55M
|
63.5K
$2.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
51.8K+ 21.47% |
$2.25M - $2.42M
|
293K
$13M
|
|
|
Feb 13, 2025
Q4 2024
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
51.5KNew |
$2.24M - $2.41M
|
51.5K
$2.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
50.5KNew |
$2.19M - $2.36M
|
50.5K
$2.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
38.6K+ 47.52% |
$1.67M - $1.8M
|
120K
$5.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
37.7K+ 17.27% |
$1.64M - $1.76M
|
256K
$11.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
35.2K+ 23.88% |
$1.53M - $1.64M
|
183K
$8.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
34.7K+ 99.61% |
$1.51M - $1.62M
|
69.6K
$3.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
34.5K+ 77.64% |
$1.5M - $1.61M
|
78.8K
$3.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
26.8K+ 5.19% |
$1.16M - $1.25M
|
544K
$24.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
25.9K+ 1729.69% |
$1.13M - $1.21M
|
27.4K
$1.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
25.5KNew |
$1.11M - $1.19M
|
25.5K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25.2K+ 6.02% |
$1.09M - $1.18M
|
444K
$19.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.4K+ 1.49% |
$1.06M - $1.14M
|
1.65M
$73.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
24.3KNew |
$1.05M - $1.13M
|
24.3K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
23.3KNew |
$1.01M - $1.09M
|
23.3K
$1.04M
|
|
|
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
$980K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
21.7K+ 56.41% |
$941K - $1.01M
|
60.1K
$2.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
20.9K+ 13.32% |
$907K - $976K
|
178K
$7.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
20.6KNew |
$894K - $962K
|
20.6K
$916K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
18.6K+ 159.5% |
$809K - $870K
|
30.3K
$1.35M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
18.3K+ 62.86% |
$795K - $856K
|
47.5K
$2.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
18.3K+ 24.34% |
$795K - $855K
|
93.5K
$4.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18.1K+ 76.71% |
$786K - $846K
|
41.7K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
17.5K+ 15.1% |
$759K - $817K
|
133K
$5.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
BUY
|
- |
16.8K+ 10.72% |
$729K - $785K
|
173K
$7.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
16.7KNew |
$726K - $781K
|
16.7K
$744K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
16.3KNew |
$705K - $759K
|
16.3K
$723K
|