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 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-33.3K- 18.14% |
$1.45M - $1.56M
|
150K
$6.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-34.9K- 29.82% |
$1.51M - $1.63M
|
82.1K
$3.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-38.3K- 71.7% |
$1.66M - $1.79M
|
15.1K
$673K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-43.2K- 17.39% |
$1.88M - $2.02M
|
205K
$9.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-45.5K- 23.44% |
$1.97M - $2.12M
|
148K
$6.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-68.8K- 13.33% |
$2.99M - $3.21M
|
448K
$19.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-72.6K- 92.16% |
$3.15M - $3.39M
|
6.18K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-73.8K- 63.35% |
$3.2M - $3.45M
|
42.7K
$1.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-86.6K- 15.72% |
$3.76M - $4.04M
|
464K
$20.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-87K- 99.92% |
$3.77M - $4.06M
|
71
$3.16K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-94K- 73.78% |
$4.08M - $4.39M
|
33.4K
$1.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-95.3K- 21.82% |
$4.14M - $4.45M
|
342K
$15.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-99.1K- 6.72% |
$4.3M - $4.63M
|
1.38M
$61.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-116K- 2.91% |
$5.06M - $5.44M
|
3.88M
$173M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-118K- 43.96% |
$5.12M - $5.51M
|
150K
$6.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-120K- 4.98% |
$5.23M - $5.63M
|
2.3M
$102M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-126K- 2.94% |
$5.45M - $5.86M
|
4.15M
$185M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-140K- 23.75% |
$6.09M - $6.56M
|
451K
$20M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-234K- 12.63% |
$10.2M - $10.9M
|
1.62M
$72.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-307K- 8.44% |
$13.3M - $14.4M
|
3.34M
$148M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-315K- 4.52% |
$13.7M - $14.7M
|
6.66M
$296M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-356K- 1.66% |
$15.5M - $16.6M
|
21M
$935M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.15M- 97.64% |
$49.8M - $53.6M
|
27.7K
$1.23M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.43M- 97.81% |
$149M - $160M
|
76.7K
$3.41M
|