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 |
|---|---|---|---|---|---|---|---|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
22.5K+ 29.59% |
$865K - $931K
|
98.6K
$4.53M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
22.5K+ 29.59% |
$865K - $931K
|
98.6K
$4.53M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
22K+ 2.25% |
$845K - $910K
|
998K
$45.9M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
21.9K+ 17.65% |
$840K - $905K
|
146K
$6.7M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
20.8KNew |
$797K - $859K
|
20.8K
$953K
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
20.4KNew |
$784K - $844K
|
20.4K
$937K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
19.8K+ 35.14% |
$762K - $821K
|
76.3K
$3.5M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
19.7K+ 8.02% |
$759K - $817K
|
266K
$12.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
18.9K+ 21.52% |
$726K - $781K
|
107K
$4.9M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
18.5K+ 90.51% |
$712K - $767K
|
39K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
17.8K+ 33.66% |
$683K - $735K
|
70.6K
$3.24M
|
|
|
Apr 10, 2023
Q1 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
15.9K+ 4.2% |
$609K - $656K
|
394K
$18.1M
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
15.3K+ 4.66% |
$588K - $633K
|
343K
$15.8M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
15.3K+ 19.43% |
$588K - $633K
|
94.1K
$4.32M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
15.3K+ 19.43% |
$588K - $633K
|
94.1K
$4.32M
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
15KNew |
$577K - $621K
|
15K
$689K
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
14.8KNew |
$569K - $613K
|
14.8K
$680K
|
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
14.4KNew |
$552K - $594K
|
14.4K
$660K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
14.3K+ 2.49% |
$551K - $594K
|
592K
$27.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
13.7K+ 10.66% |
$526K - $566K
|
142K
$6.52M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
13.4K+ 186.47% |
$516K - $556K
|
20.6K
$948K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
13.4K+ 2.84% |
$516K - $555K
|
485K
$22.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.1K+ 14.4% |
$502K - $541K
|
104K
$4.77M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13K+ 4.37% |
$501K - $540K
|
312K
$14.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
12.7K+ 1.92% |
$488K - $525K
|
673K
$30.9M
|
|
|
May 15, 2023
Q1 2023
|
Petix & Botte CO
|
BUY
|
- |
12.7K+ 5.07% |
$486K - $523K
|
262K
$12.1M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
12.5K+ 9.29% |
$482K - $518K
|
147K
$6.78M
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
12.5K+ 12.24% |
$480K - $517K
|
115K
$5.26M
|
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
12.3KNew |
$473K - $510K
|
12.3K
$566K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
12.3K+ 8.05% |
$473K - $509K
|
165K
$7.59M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
12.3K+ 34.57% |
$473K - $509K
|
47.9K
$2.2M
|
|
|
Jun 27, 2024
Q1 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
12.2KNew |
$467K - $503K
|
12.2K
$559K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
11.7K+ 5.98% |
$449K - $484K
|
207K
$9.51M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.5K+ 3.22% |
$444K - $478K
|
370K
$17M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10.8K+ 75.54% |
$416K - $448K
|
25.1K
$1.16M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
10.4KNew |
$400K - $431K
|
10.4K
$478K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.44K+ 0.65% |
$363K - $390K
|
1.45M
$66.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
9.43K+ 6.33% |
$362K - $390K
|
158K
$7.27M
|
|
|
May 04, 2023
Q1 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
9.28K+ 5.01% |
$357K - $384K
|
195K
$8.94M
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
8.64KNew |
$332K - $358K
|
8.64K
$397K
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
8.58K+ 14.85% |
$330K - $355K
|
66.4K
$3.05M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.52KNew |
$328K - $353K
|
8.52K
$392K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
8.44K+ 6.06% |
$324K - $349K
|
148K
$6.79M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
8.34K+ 5.69% |
$321K - $345K
|
155K
$7.12M
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
8.18KNew |
$314K - $339K
|
8.18K
$376K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
8.12K+ 7.8% |
$312K - $336K
|
112K
$5.16M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
7.61K+ 399.11% |
$292K - $315K
|
9.52K
$437K
|
|
|
May 03, 2023
Q1 2023
|
Concentrum Wealth Management
|
BUY
|
- |
7.45K+ 11.56% |
$286K - $308K
|
71.9K
$3.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
7.36KNew |
$283K - $304K
|
7.36K
$338K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.35K+ 46.9% |
$282K - $304K
|
23K
$1.06M
|