Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-92.8K- 64.59% |
$3.75M - $4.22M
|
50.9K
$2.28M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-96.8K- 89.23% |
$3.92M - $4.4M
|
11.7K
$524K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-116K- 24.88% |
$4.67M - $5.26M
|
349K
$15.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-121K- 95.71% |
$4.89M - $5.5M
|
5.43K
$243K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-149K- 7.43% |
$6.03M - $6.78M
|
1.86M
$83.2M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-156K- 7.87% |
$6.33M - $7.12M
|
1.83M
$82M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-164K- 78.54% |
$6.64M - $7.47M
|
44.9K
$2.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-172K- 4.51% |
$6.96M - $7.82M
|
3.64M
$163M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-183K- 8.09% |
$7.4M - $8.32M
|
2.08M
$93.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-188K- 4.87% |
$7.59M - $8.54M
|
3.66M
$164M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-191K- 19.96% |
$7.71M - $8.67M
|
764K
$34.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-203K- 4.54% |
$8.23M - $9.25M
|
4.28M
$192M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-208K- 28.71% |
$8.42M - $9.47M
|
517K
$23.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-219K- 5.19% |
$8.86M - $9.96M
|
4M
$179M
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-226K- 87.65% |
$9.12M - $10.3M
|
31.8K
$1.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-231K- 12.42% |
$9.35M - $10.5M
|
1.63M
$73M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-244K- 3.38% |
$9.88M - $11.1M
|
6.98M
$313M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-268K- 90.25% |
$10.8M - $12.2M
|
29K
$1.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-419K- 13.26% |
$16.9M - $19.1M
|
2.74M
$123M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-577K- 11.18% |
$23.3M - $26.2M
|
4.58M
$205M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-614K- 35.03% |
$24.8M - $27.9M
|
1.14M
$51M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-735K- 15.75% |
$29.7M - $33.4M
|
3.93M
$176M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-977K- 5.27% |
$39.5M - $44.4M
|
17.6M
$787M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.01M- 97.66% |
$41M - $46.1M
|
24.3K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.05M- 4.67% |
$42.4M - $47.7M
|
21.4M
$958M
|