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 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1K- 15.93% |
$43.4K - $46.7K
|
5.28K
$236K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-1.01K- 62.23% |
$43.6K - $46.9K
|
610
$27.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-1.01K- 2.91% |
$43.6K - $46.9K
|
33.5K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.04K- 3.2% |
$45.1K - $48.5K
|
31.5K
$1.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-1.05K- 1.82% |
$45.4K - $48.8K
|
56.3K
$2.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1.07K- 5.94% |
$46.4K - $50K
|
16.9K
$758K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.11K- 2.96% |
$48.1K - $51.8K
|
36.4K
$1.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.12K- 12.86% |
$48.4K - $52.1K
|
7.56K
$339K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.12K- 10.96% |
$48.5K - $52.2K
|
9.07K
$406K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.2K- 1.24% |
$51.9K - $55.9K
|
95.2K
$4.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.36K- 6.29% |
$59.1K - $63.6K
|
20.3K
$909K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.37K- 1.78% |
$59.6K - $64.1K
|
75.9K
$3.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.37K- 3.42% |
$59.6K - $64.2K
|
38.8K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.39K- 11.18% |
$60.2K - $64.8K
|
11K
$494K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.43K- 3.2% |
$62.1K - $66.8K
|
43.2K
$1.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.47K- 88.01% |
$63.7K - $68.6K
|
200
$8.96K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.57K- 3.23% |
$68.2K - $73.4K
|
47.1K
$2.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-1.59K- 11.86% |
$69K - $74.2K
|
11.8K
$529K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.61K- 1.0% |
$69.8K - $75.1K
|
159K
$7.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.64K- 3.95% |
$71.2K - $76.6K
|
39.9K
$1.79M
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.69K- 3.39% |
$73.4K - $79K
|
48.2K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.7K- 0.33% |
$73.7K - $79.3K
|
510K
$22.9M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.72K- 13.45% |
$74.7K - $80.4K
|
11.1K
$496K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.75K- 1.54% |
$75.8K - $81.6K
|
112K
$5.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.79K- 0.63% |
$77.5K - $83.4K
|
284K
$12.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.81K- 16.47% |
$78.6K - $84.6K
|
9.19K
$412K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.83K- 0.81% |
$79.5K - $85.6K
|
223K
$10M
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1.86K- 3.96% |
$80.6K - $86.7K
|
45K
$2.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.86K- 2.75% |
$80.6K - $86.7K
|
65.7K
$2.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-1.88K- 3.82% |
$81.7K - $87.9K
|
47.4K
$2.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-1.9K- 2.58% |
$82.3K - $88.6K
|
71.6K
$3.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.97K- 26.59% |
$85.3K - $91.8K
|
5.43K
$243K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-2.04K- 14.7% |
$88.4K - $95.1K
|
11.8K
$529K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.04K- 0.64% |
$88.6K - $95.3K
|
316K
$14.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-2.1K- 2.38% |
$91.3K - $98.2K
|
86.3K
$3.87M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-2.11K- 2.93% |
$91.4K - $98.4K
|
69.7K
$3.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-2.13K- 15.05% |
$92.2K - $99.2K
|
12K
$538K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.16K- 10.83% |
$93.8K - $101K
|
17.8K
$797K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.18K- 4.86% |
$94.5K - $102K
|
42.7K
$1.91M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.3K- 9.93% |
$99.8K - $107K
|
20.8K
$934K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.38K- 0.52% |
$103K - $111K
|
456K
$20.4M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-2.38K- 3.59% |
$103K - $111K
|
63.9K
$2.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.43K- 11.9% |
$105K - $113K
|
18K
$805K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-2.44K- 0.49% |
$106K - $114K
|
491K
$22M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-2.44K- 2.21% |
$106K - $114K
|
108K
$4.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.49K- 4.21% |
$108K - $116K
|
56.7K
$2.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.77K- 1.33% |
$120K - $129K
|
206K
$9.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-2.81K- 2.39% |
$122K - $131K
|
115K
$5.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-2.81K- 5.71% |
$122K - $131K
|
46.4K
$2.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.83K- 9.29% |
$123K - $132K
|
27.6K
$1.24M
|