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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-9.27K- 65.87% |
$375K - $422K
|
4.8K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.3K- 4.01% |
$376K - $423K
|
223K
$9.98M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10.1K- 2.15% |
$407K - $457K
|
458K
$20.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-10.2K- 10.49% |
$413K - $464K
|
87K
$3.9M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-10.4K- 1.33% |
$419K - $472K
|
769K
$34.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11K- 2.09% |
$446K - $502K
|
517K
$23.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-11.1K- 31.13% |
$450K - $506K
|
24.6K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-11.8K- 7.98% |
$478K - $538K
|
136K
$6.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-11.8K- 5.68% |
$478K - $538K
|
196K
$8.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-12.4K- 21.47% |
$502K - $565K
|
45.4K
$2.03M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-13K- 24.99% |
$525K - $591K
|
39K
$1.75M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-13.8K- 16.12% |
$558K - $628K
|
71.8K
$3.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13.9K- 3.22% |
$564K - $634K
|
419K
$18.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-14.1K- 8.25% |
$570K - $641K
|
157K
$7.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-14.5K- 2.97% |
$587K - $660K
|
474K
$21.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-15K- 27.65% |
$605K - $680K
|
39.1K
$1.75M
|
|
|
Feb 18, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-15.8K- 65.34% |
$641K - $721K
|
8.41K
$377K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-15.9K- 5.77% |
$644K - $724K
|
260K
$11.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-16K- 97.64% |
$649K - $730K
|
387
$17.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-16.3K- 31.69% |
$658K - $739K
|
35K
$1.57M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-16.7K- 13.72% |
$677K - $762K
|
105K
$4.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-16.8K- 73.73% |
$678K - $763K
|
5.98K
$268K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-17.2K- 26.06% |
$695K - $781K
|
48.7K
$2.18M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-17.3K- 18.78% |
$701K - $788K
|
74.9K
$3.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-18.9K- 17.83% |
$764K - $859K
|
87K
$3.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-18.9K- 13.14% |
$765K - $861K
|
125K
$5.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-19K- 5.2% |
$768K - $864K
|
346K
$15.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-21.8K- 40.4% |
$880K - $990K
|
32.1K
$1.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-24.4K- 8.25% |
$985K - $1.11M
|
271K
$12.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-24.7K- 2.46% |
$1M - $1.13M
|
981K
$44M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-26.7K- 15.7% |
$1.08M - $1.22M
|
144K
$6.43M
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-27.7K- 47.66% |
$1.12M - $1.26M
|
30.5K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-29.1K- 28.43% |
$1.18M - $1.33M
|
73.4K
$3.29M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-29.4K- 10.99% |
$1.19M - $1.34M
|
238K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-30.7K- 60.36% |
$1.24M - $1.4M
|
20.2K
$904K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-31.7K- 21.15% |
$1.28M - $1.44M
|
118K
$5.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-34K- 23.65% |
$1.37M - $1.55M
|
110K
$4.91M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-35.7K- 18.95% |
$1.44M - $1.62M
|
153K
$6.84M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-39K- 63.18% |
$1.58M - $1.78M
|
22.7K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-39.8K- 7.95% |
$1.61M - $1.81M
|
461K
$20.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-47.7K- 21.61% |
$1.93M - $2.17M
|
173K
$7.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-48K- 1.95% |
$1.94M - $2.18M
|
2.42M
$108M
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-66.4K- 88.14% |
$2.69M - $3.02M
|
8.93K
$400K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-66.9K- 55.56% |
$2.7M - $3.04M
|
53.5K
$2.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-67.3K- 17.47% |
$2.72M - $3.06M
|
318K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-72.9K- 68.79% |
$2.95M - $3.32M
|
33.1K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-76.2K- 50.48% |
$3.08M - $3.47M
|
74.7K
$3.35M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-78.4K- 50.05% |
$3.17M - $3.57M
|
78.3K
$3.51M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-82.9K- 64.21% |
$3.36M - $3.77M
|
46.2K
$2.07M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-86.9K- 6.49% |
$3.51M - $3.95M
|
1.25M
$56.1M
|