Purchases and Sales Made in Q1 2023 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 Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
1.11M+ 2679.06% |
$42.7M - $46M
|
1.15M
$53.3M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
602K+ 2.71% |
$23.1M - $24.9M
|
22.8M
$1.05B
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
446KNew |
$17.1M - $18.4M
|
446K
$20.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
346KNew |
$13.3M - $14.3M
|
346K
$16M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
299KNew |
$11.5M - $12.4M
|
299K
$13.8M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
206KNew |
$7.91M - $8.51M
|
206K
$9.51M
|
|
|
May 15, 2023
Q1 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
195KNew |
$7.49M - $8.06M
|
195K
$9.01M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
194K+ 1561.17% |
$7.44M - $8.01M
|
206K
$9.52M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
182KNew |
$7M - $7.54M
|
182K
$8.42M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
165K+ 913.69% |
$6.34M - $6.82M
|
183K
$8.46M
|
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
BUY
|
- |
164K+ 1533.29% |
$6.29M - $6.77M
|
174K
$8.07M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
144K+ 2.05% |
$5.54M - $5.97M
|
7.19M
$333M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
138K+ 3.9% |
$5.29M - $5.69M
|
3.67M
$170M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
120K+ 2.14% |
$4.6M - $4.95M
|
5.72M
$264M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
119K+ 2.77% |
$4.58M - $4.93M
|
4.42M
$205M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
117K+ 44.89% |
$4.48M - $4.82M
|
376K
$17.4M
|
|
|
Jun 14, 2023
Q1 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
112KNew |
$4.32M - $4.65M
|
112K
$5.2M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
104K+ 26628.13% |
$4M - $4.31M
|
105K
$4.83M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
103KNew |
$3.97M - $4.27M
|
103K
$4.77M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
100KNew |
$3.86M - $4.15M
|
100K
$4.64M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
93K+ 41.48% |
$3.57M - $3.85M
|
317K
$14.7M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
90.7K+ 23.3% |
$3.49M - $3.75M
|
480K
$22.2M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
87.7KNew |
$3.37M - $3.63M
|
87.7K
$4.06M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
85.1KNew |
$3.27M - $3.52M
|
85.1K
$3.93M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
79.3K+ 17.3% |
$3.05M - $3.28M
|
538K
$24.9M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
77.5KNew |
$2.98M - $3.21M
|
77.5K
$3.58M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
76K+ 131.68% |
$2.92M - $3.14M
|
134K
$6.18M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
69K+ 74.61% |
$2.65M - $2.85M
|
161K
$7.47M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
66.7K+ 25.91% |
$2.56M - $2.76M
|
324K
$15M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
65.6K+ 238.86% |
$2.52M - $2.71M
|
93K
$4.3M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
62.2KNew |
$2.39M - $2.57M
|
62.2K
$2.88M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
57.1K+ 5.79% |
$2.19M - $2.36M
|
1.04M
$48.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
51.4K+ 27.65% |
$1.98M - $2.13M
|
237K
$11M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
47.6K+ 22.54% |
$1.83M - $1.97M
|
259K
$12M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
45.5K+ 4.2% |
$1.75M - $1.88M
|
1.13M
$52.2M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
45.1K+ 5.26% |
$1.73M - $1.87M
|
902K
$41.7M
|
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
38.5K+ 52.15% |
$1.48M - $1.59M
|
112K
$5.19M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
36.8KNew |
$1.41M - $1.52M
|
36.8K
$1.7M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
33.8K+ 13.21% |
$1.3M - $1.4M
|
290K
$13.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
30.4K+ 16.3% |
$1.17M - $1.26M
|
217K
$10M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
30.2K+ 153.1% |
$1.16M - $1.25M
|
49.9K
$2.31M
|
|
|
May 11, 2023
Q1 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
28KNew |
$1.07M - $1.16M
|
28K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.3KNew |
$1.05M - $1.13M
|
27.3K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
26.6K+ 62.56% |
$1.02M - $1.1M
|
69K
$3.19M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
26.1K+ 45.17% |
$1M - $1.08M
|
83.8K
$3.88M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
25.3K+ 56.14% |
$972K - $1.05M
|
70.3K
$3.25M
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
24.6K+ 10.89% |
$946K - $1.02M
|
251K
$11.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
24.3K+ 70.59% |
$934K - $1.01M
|
58.8K
$2.72M
|
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
23.2KNew |
$892K - $960K
|
23.2K
$1.07M
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
22.8K+ 37.43% |
$878K - $945K
|
83.9K
$3.88M
|