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 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1.15KNew |
$50K - $53.8K
|
1.15K
$51.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.15KNew |
$49.9K - $53.7K
|
1.15K
$51.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.13K+ 0.71% |
$49K - $52.8K
|
160K
$7.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
1.11K+ 19.97% |
$48.2K - $51.8K
|
6.67K
$299K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.09K+ 6.71% |
$47.1K - $50.7K
|
17.3K
$774K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.05KNew |
$45.4K - $48.8K
|
1.05K
$46.8K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
970+ 7.93% |
$42.1K - $45.3K
|
13.2K
$592K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
883+ 9.16% |
$38.3K - $41.2K
|
10.5K
$471K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
859New |
$37.3K - $40.1K
|
859
$38.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
806New |
$35K - $37.6K
|
806
$36.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
799+ 0.28% |
$34.7K - $37.3K
|
285K
$12.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
709+ 2.24% |
$30.8K - $33.1K
|
32.3K
$1.45M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
707New |
$30.7K - $33K
|
707
$31.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
702+ 2.82% |
$30.5K - $32.8K
|
25.6K
$1.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
661+ 2.77% |
$28.7K - $30.9K
|
24.5K
$1.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
660+ 0.25% |
$28.6K - $30.8K
|
261K
$11.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
659+ 10.85% |
$28.6K - $30.8K
|
6.73K
$302K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
647New |
$28.1K - $30.2K
|
647
$29K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
604+ 72.34% |
$26.2K - $28.2K
|
1.44K
$64.5K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
581+ 38.58% |
$25.2K - $27.1K
|
2.09K
$93.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
568+ 11.71% |
$24.7K - $26.5K
|
5.42K
$243K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
563New |
$24.4K - $26.3K
|
563
$25.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
560+ 10.2% |
$24.3K - $26.2K
|
6.05K
$271K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
552+ 1.76% |
$24K - $25.8K
|
31.9K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
532New |
$23.1K - $24.8K
|
532
$23.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
525+ 1.4% |
$22.8K - $24.5K
|
38.1K
$1.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
502+ 2.65% |
$21.8K - $23.4K
|
19.4K
$870K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
470+ 0.15% |
$20.4K - $21.9K
|
311K
$13.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
417+ 0.15% |
$18.1K - $19.5K
|
281K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
417+ 4.15% |
$18.1K - $19.5K
|
10.5K
$468K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
390+ 3.68% |
$16.9K - $18.2K
|
11K
$492K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
380New |
$16.5K - $17.7K
|
380
$17K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
366+ 0.5% |
$15.9K - $17.1K
|
73.5K
$3.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
359+ 2.07% |
$15.6K - $16.8K
|
17.7K
$793K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
347+ 0.2% |
$15.1K - $16.2K
|
174K
$7.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
347+ 0.94% |
$15.1K - $16.2K
|
37.1K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
338New |
$14.7K - $15.8K
|
338
$15.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
336New |
$14.6K - $15.7K
|
336
$15.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
312+ 3.68% |
$13.5K - $14.6K
|
8.79K
$394K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
302+ 2.74% |
$13.1K - $14.1K
|
11.3K
$508K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
277+ 2.53% |
$12K - $12.9K
|
11.2K
$502K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
251New |
$10.9K - $11.7K
|
251
$11.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
236+ 0.15% |
$10.2K - $11K
|
153K
$6.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
234New |
$10.2K - $10.9K
|
234
$10.5K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
229+ 1.92% |
$9.94K - $10.7K
|
12.2K
$545K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
210+ 1.43% |
$9.11K - $9.81K
|
14.9K
$665K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
200New |
$8.68K - $9.34K
|
200
$8.96K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
200+ 1.06% |
$8.68K - $9.34K
|
19.1K
$855K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
184New |
$7.99K - $8.59K
|
184
$8.24K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
178New |
$7.73K - $8.31K
|
178
$7.97K
|