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 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
7.28K+ 3.01% |
$280K - $301K
|
249K
$11.4M
|
|
|
May 15, 2023
Q1 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
7.06K+ 5.63% |
$271K - $292K
|
133K
$6.09M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.01K+ 21.65% |
$269K - $290K
|
39.4K
$1.81M
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
6.95K+ 7.37% |
$267K - $288K
|
101K
$4.66M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.86K+ 6.49% |
$264K - $284K
|
113K
$5.17M
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
6.75K+ 11.17% |
$259K - $279K
|
67.1K
$3.08M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6.52K+ 2.42% |
$250K - $270K
|
276K
$12.7M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.45KNew |
$248K - $267K
|
6.45K
$296K
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
6.24K+ 4.12% |
$240K - $258K
|
158K
$7.25M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.21K+ 6.62% |
$239K - $257K
|
100K
$4.59M
|
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
6.2K+ 1.85% |
$238K - $256K
|
342K
$15.7M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
6.08KNew |
$234K - $251K
|
6.08K
$279K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.06K+ 25.07% |
$233K - $251K
|
30.2K
$1.39M
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
6.03KNew |
$232K - $250K
|
6.03K
$277K
|
|
|
May 15, 2023
Q1 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
6K+ 10.06% |
$231K - $248K
|
65.7K
$3.02M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
5.97KNew |
$229K - $247K
|
5.97K
$274K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.97K+ 2.27% |
$229K - $247K
|
269K
$12.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.94K+ 1.2% |
$228K - $246K
|
503K
$23.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
5.9KNew |
$227K - $244K
|
5.9K
$271K
|
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
5.64KNew |
$217K - $233K
|
5.64K
$259K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.56K+ 4.03% |
$214K - $230K
|
144K
$6.6M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5.49KNew |
$211K - $227K
|
5.49K
$252K
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
5.42KNew |
$208K - $224K
|
5.42K
$249K
|
|
|
May 02, 2023
Q1 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
5.42KNew |
$208K - $224K
|
5.42K
$249K
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
5.15KNew |
$198K - $213K
|
5.15K
$237K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.14K+ 10.41% |
$197K - $212K
|
54.5K
$2.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
5.06KNew |
$194K - $209K
|
5.06K
$233K
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
5.01K+ 84.8% |
$192K - $207K
|
10.9K
$501K
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
5.01KNew |
$192K - $207K
|
5.01K
$230K
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
5KNew |
$192K - $207K
|
5K
$230K
|
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
5KNew |
$192K - $207K
|
5K
$229K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.75K+ 13.36% |
$183K - $197K
|
40.3K
$1.85M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.58KNew |
$176K - $190K
|
4.58K
$210K
|
|
|
May 15, 2023
Q1 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
4.55K+ 0.87% |
$175K - $188K
|
525K
$24.1M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
4.27K+ 1.65% |
$164K - $177K
|
264K
$12.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
4.18K+ 2.58% |
$161K - $173K
|
166K
$7.62M
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
4.15K+ 5.48% |
$159K - $171K
|
79.8K
$3.66M
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.13K+ 4.19% |
$159K - $171K
|
103K
$4.71M
|
|
|
Apr 27, 2023
Q1 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
4.09K+ 2.44% |
$157K - $169K
|
172K
$7.9M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.03K+ 2.32% |
$155K - $167K
|
178K
$8.16M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.87K+ 28.37% |
$149K - $160K
|
17.5K
$805K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
3.83KNew |
$147K - $159K
|
3.83K
$176K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
3.7K+ 7.75% |
$142K - $153K
|
51.4K
$2.36M
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
3.63K+ 5.14% |
$140K - $150K
|
74.3K
$3.41M
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
3.53K+ 25.25% |
$136K - $146K
|
17.5K
$804K
|
|
|
May 15, 2023
Q1 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
3.38K+ 2.64% |
$130K - $140K
|
131K
$6.04M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
3.34K+ 7.52% |
$129K - $138K
|
47.8K
$2.2M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.29K+ 6.74% |
$126K - $136K
|
52K
$2.39M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
BUY
|
- |
3.24K+ 27.21% |
$124K - $134K
|
15.1K
$695K
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
3.14K+ 38.98% |
$121K - $130K
|
11.2K
$515K
|