Purchases and Sales Made in Q4 2025 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 2025. 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, 2026
Q4 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
48.9K+ 60.88% |
$2.2M - $2.26M
|
129K
$5.93M
|
|
|
Jan 09, 2026
Q4 2025
|
Jvl Associates LLC
|
BUY
|
- |
17.4KNew |
$783K - $804K
|
17.4K
$799K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
16KNew |
$718K - $738K
|
16K
$732K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
12.3KNew |
$551K - $567K
|
12.3K
$563K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
11.9K+ 4.07% |
$534K - $548K
|
303K
$13.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
5.6K+ 2.35% |
$252K - $259K
|
244K
$11.2M
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
5.42K+ 9.62% |
$244K - $250K
|
61.7K
$2.83M
|
|
|
Jan 14, 2026
Q4 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
4.76K+ 3.43% |
$214K - $220K
|
144K
$6.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
3.65K+ 4.54% |
$164K - $169K
|
84.1K
$3.86M
|
|
|
Jan 07, 2026
Q4 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
BUY
|
- |
2.99K+ 9.39% |
$134K - $138K
|
34.8K
$1.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
1.41K+ 0.86% |
$63.6K - $65.4K
|
166K
$7.63M
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.12K+ 7.83% |
$50.2K - $51.6K
|
15.4K
$705K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
774+ 0.26% |
$34.8K - $35.8K
|
296K
$13.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
605New |
$27.2K - $28K
|
605
$27.8K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
558+ 0.48% |
$25.1K - $25.8K
|
117K
$5.37M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
462+ 0.76% |
$20.8K - $21.4K
|
61.5K
$2.82M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
392+ 8.41% |
$17.6K - $18.1K
|
5.06K
$232K
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
340+ 0.47% |
$15.3K - $15.7K
|
72.6K
$3.33M
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
323+ 2.64% |
$14.5K - $14.9K
|
12.6K
$577K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
243New |
$10.9K - $11.2K
|
243
$11.2K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
125+ 1.99% |
$5.63K - $5.78K
|
6.41K
$294K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
119+ 2.01% |
$5.36K - $5.5K
|
6.05K
$278K
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
106+ 0.48% |
$4.77K - $4.9K
|
22.1K
$1.01M
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
82+ 0.99% |
$3.69K - $3.79K
|
8.32K
$382K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
80+ 2.5% |
$3.6K - $3.7K
|
3.28K
$151K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
20+ 0.46% |
$900 - $925
|
4.38K
$201K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
15+ 0.03% |
$675 - $694
|
43.3K
$1.99M
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
7+ 0.13% |
$315 - $324
|
5.51K
$253K
|
|
|
Jan 15, 2026
Q4 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
5+ 0.02% |
$225 - $231
|
22.8K
$1.05M
|
|
|
Jan 15, 2026
Q4 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 0.83% |
$90 - $92.5
|
244
$11.2K
|
|
|
Jan 13, 2026
Q4 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-20- 0.28% |
$900 - $925
|
7.13K
$327K
|
|
|
Jan 12, 2026
Q4 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-23- 0.43% |
$1.04K - $1.06K
|
5.33K
$245K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-31- 36.05% |
$1.4K - $1.43K
|
55
$2.53K
|
|
|
Jan 14, 2026
Q4 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-35- 0.02% |
$1.58K - $1.62K
|
161K
$7.37M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-80- 1.58% |
$3.6K - $3.7K
|
4.99K
$229K
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-104- 1.58% |
$4.68K - $4.81K
|
6.47K
$297K
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-130- 1.27% |
$5.85K - $6.01K
|
10.1K
$465K
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
SELL
|
- |
-140- 1.45% |
$6.3K - $6.48K
|
9.54K
$438K
|
|
|
Jan 05, 2026
Q4 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-258- 1.3% |
$11.6K - $11.9K
|
19.6K
$901K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-260- 0.81% |
$11.7K - $12K
|
31.9K
$1.47M
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-295- 4.87% |
$13.3K - $13.6K
|
5.77K
$265K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-340- 5.76% |
$15.3K - $15.7K
|
5.56K
$255K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-345- 0.92% |
$15.5K - $16K
|
37K
$1.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-668- 2.26% |
$30.1K - $30.9K
|
28.8K
$1.32M
|
|
|
Jan 13, 2026
Q4 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-688- 0.62% |
$31K - $31.8K
|
111K
$5.09M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-831- 10.5% |
$37.4K - $38.4K
|
7.08K
$325K
|
|
|
Jan 07, 2026
Q4 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-847- 3.36% |
$38.1K - $39.2K
|
24.3K
$1.12M
|
|
|
Jan 09, 2026
Q4 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
SELL
|
- |
-891- 5.17% |
$40.1K - $41.2K
|
16.4K
$751K
|
|
|
Jan 16, 2026
Q4 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-900- 2.47% |
$40.5K - $41.6K
|
35.5K
$1.63M
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1K- 6.54% |
$45.2K - $46.4K
|
14.4K
$659K
|
|