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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-384- 1.18% |
$16.7K - $17.9K
|
32.2K
$1.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-389- 1.5% |
$16.9K - $18.2K
|
25.6K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-410- 2.99% |
$17.8K - $19.1K
|
13.3K
$603K
|
|
|
Feb 10, 2025
Q4 2024
|
1776 Wealth LLC
|
SELL
|
- |
-411- 0.3% |
$17.8K - $19.2K
|
136K
$6.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-417- 4.56% |
$18.1K - $19.5K
|
8.73K
$396K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-425- 1.72% |
$18.4K - $19.8K
|
24.3K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-435- 1.03% |
$18.9K - $20.3K
|
41.6K
$1.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-456- 1.51% |
$19.8K - $21.3K
|
29.7K
$1.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-459- 2.95% |
$19.9K - $21.4K
|
15.1K
$686K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-485- 1.51% |
$21K - $22.6K
|
31.7K
$1.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-495- 3.78% |
$21.5K - $23.1K
|
12.6K
$572K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-495- 6.93% |
$21.5K - $23.1K
|
6.65K
$302K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-500Closed |
$21.7K - $23.4K
|
0
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-502- 0.5% |
$21.8K - $23.4K
|
99.6K
$4.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-508- 2.26% |
$22K - $23.7K
|
22K
$997K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-512- 5.76% |
$22.2K - $23.9K
|
8.38K
$380K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-537- 0.3% |
$23.3K - $25.1K
|
180K
$8.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-550- 5.77% |
$23.9K - $25.7K
|
8.97K
$407K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-569- 1.89% |
$24.7K - $26.6K
|
29.6K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-624- 2.05% |
$27.1K - $29.1K
|
29.8K
$1.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-641- 0.9% |
$27.8K - $29.9K
|
70.7K
$3.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-650- 7.05% |
$28.2K - $30.4K
|
8.57K
$389K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-659- 4.44% |
$28.6K - $30.8K
|
14.2K
$644K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-715- 6.27% |
$31K - $33.4K
|
10.7K
$485K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-716- 4.02% |
$31.1K - $33.4K
|
17.1K
$775K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-723- 11.67% |
$31.4K - $33.8K
|
5.47K
$248K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-723- 1.68% |
$31.4K - $33.8K
|
42.2K
$1.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-732- 7.67% |
$31.8K - $34.2K
|
8.81K
$400K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-740- 4.62% |
$32.1K - $34.6K
|
15.3K
$692K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-789- 2.16% |
$34.2K - $36.8K
|
35.7K
$1.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-793- 4.79% |
$34.4K - $37K
|
15.8K
$714K
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-850- 5.92% |
$36.9K - $39.7K
|
13.5K
$613K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-872- 3.87% |
$37.8K - $40.7K
|
21.6K
$981K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-879- 3.23% |
$38.1K - $41K
|
26.3K
$1.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-915- 16.19% |
$39.7K - $42.7K
|
4.74K
$215K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-923- 0.65% |
$40.1K - $43.1K
|
142K
$6.44M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-929- 0.33% |
$40.3K - $43.4K
|
280K
$12.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-930- 0.33% |
$40.4K - $43.4K
|
284K
$12.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-932- 8.15% |
$40.4K - $43.5K
|
10.5K
$476K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-947- 12.15% |
$41.1K - $44.2K
|
6.85K
$310K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
SELL
|
- |
-952- 7.59% |
$41.3K - $44.5K
|
11.6K
$526K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-960- 1.22% |
$41.7K - $44.8K
|
77.6K
$3.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-965- 3.92% |
$41.9K - $45.1K
|
23.6K
$1.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-976- 12.02% |
$42.4K - $45.6K
|
7.14K
$324K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-995- 9.97% |
$43.2K - $46.5K
|
8.98K
$407K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1K- 15.93% |
$43.4K - $46.7K
|
5.28K
$239K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-1.01K- 62.23% |
$43.6K - $46.9K
|
610
$27.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-1.01K- 2.91% |
$43.6K - $46.9K
|
33.5K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.04K- 3.2% |
$45.1K - $48.5K
|
31.5K
$1.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-1.05K- 1.82% |
$45.4K - $48.8K
|
56.3K
$2.55M
|