Purchases and Sales Made in Q2 2022 in First Tr Value Line Divid Inde (FVD)

FVD Quotes by TradingView

This table provides information about the institutional ownership of First Tr Value Line Divid Inde (FVD) during Q2 2022. 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
Jul 25, 2022 Q2 2022
Walker Asset Management, LLC

BUY
 -
2.21M
+ 6100.0%
$82.2M - $94.9M
2.24M $98.4M
Aug 12, 2022 Q2 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
1.26M
+ 14.42%
$47M - $54.2M
10M $439M
Aug 12, 2022 Q2 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
714K
+ 3.56%
$26.6M - $30.7M
20.8M $911M
Aug 10, 2022 Q2 2022
Ubs Group Ag

BUY
 -
474K
+ 5.53%
$17.6M - $20.4M
9.04M $397M
Aug 12, 2022 Q2 2022
Kestra Advisory Services, LLC

BUY
 -
389K
+ 34.7%
$14.5M - $16.7M
1.51M $66.3M
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
373K
+ 3688.98%
$13.9M - $16M
383K $16.8M
Aug 12, 2022 Q2 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
331K
+ 5.07%
$12.3M - $14.2M
6.85M $300M
Aug 08, 2022 Q2 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
231K
+ 10.74%
$8.62M - $9.96M
2.39M $105M
Aug 15, 2022 Q2 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
217K
+ 6.79%
$8.08M - $9.34M
3.41M $150M
Aug 16, 2022 Q2 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
215K
+ 40.52%
$8M - $9.24M
745K $32.7M
Aug 03, 2022 Q2 2022
Envestnet Asset Management Inc

BUY
 -
157K
+ 3.87%
$5.84M - $6.75M
4.21M $185M
Jul 22, 2022 Q2 2022
Truist Financial Corp

BUY
 -
151K
+ 9.06%
$5.64M - $6.51M
1.82M $79.9M
Aug 09, 2022 Q2 2022
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
134K
+ 19.85%
$5M - $5.77M
810K $35.5M
Aug 08, 2022 Q2 2022
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
121K
New
$4.5M - $5.2M
121K $5.3M
Aug 15, 2022 Q2 2022
Harbour Investments, Inc.

Madison, WI
BUY
 -
121K
+ 13.57%
$4.49M - $5.19M
1.01M $44.3M
Aug 15, 2022 Q2 2022
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
119K
New
$4.44M - $5.13M
119K $5.24M
Aug 10, 2022 Q2 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
106K
+ 197.67%
$3.95M - $4.56M
160K $7M
Jul 08, 2022 Q2 2022
Foundations Investment Advisors, LLC

BUY
 -
105K
New
$3.92M - $4.53M
105K $4.62M
Aug 09, 2022 Q2 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
99.2K
+ 40.77%
$3.69M - $4.27M
343K $15M
Jul 22, 2022 Q2 2022
Stratos Wealth Partners, Ltd.

BUY
 -
98K
+ 11.96%
$3.65M - $4.21M
917K $40.2M
Aug 10, 2022 Q2 2022
Citigroup Inc

BUY
 -
96.3K
+ 17.98%
$3.59M - $4.14M
632K $27.7M
Aug 12, 2022 Q2 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
93.6K
+ 24.92%
$3.49M - $4.03M
469K $20.6M
Aug 11, 2022 Q2 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
78.3K
+ 8.53%
$2.92M - $3.37M
996K $43.7M
Aug 10, 2022 Q2 2022
Migdal Insurance & Financial Holdings Ltd.

BUY
 -
68.9K
New
$2.56M - $2.96M
68.9K $3.02M
Aug 10, 2022 Q2 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
65.6K
+ 1.66%
$2.44M - $2.82M
4.02M $176M
Aug 12, 2022 Q2 2022
Prudential PLC

London, England, X0
BUY
 -
65K
+ 135.42%
$2.42M - $2.8M
113K $4.96M
Jul 15, 2022 Q2 2022
Miracle Mile Advisors, LLC

BUY
 -
61.8K
New
$2.3M - $2.66M
61.8K $2.71M
Aug 11, 2022 Q2 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
55K
+ 41.38%
$2.05M - $2.36M
188K $8.24M
Aug 15, 2022 Q2 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
53.1K
+ 36.52%
$1.98M - $2.28M
198K $8.7M
Aug 08, 2022 Q2 2022
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
51.9K
New
$1.93M - $2.23M
51.9K $2.28M
Feb 24, 2023 Q2 2022
Kaydan Wealth Management, Inc.

Fenton, MI
BUY
 -
50K
+ 8.26%
$1.86M - $2.15M
655K $28.8M
Aug 01, 2022 Q2 2022
Goelzer Investment Management, Inc.

BUY
 -
49.4K
New
$1.84M - $2.12M
49.4K $2.17M
Aug 12, 2022 Q2 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
47.5K
+ 0.78%
$1.77M - $2.04M
6.17M $271M
Aug 12, 2022 Q2 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
45.9K
+ 5.91%
$1.71M - $1.97M
822K $36.1M
Jul 01, 2022 Q2 2022
Park National Corp

BUY
 -
45K
+ 10.46%
$1.68M - $1.94M
475K $20.8M
Sep 16, 2022 Q2 2022
Private Trust CO Na

BUY
 -
44.9K
New
$1.67M - $1.93M
44.9K $1.97M
Aug 12, 2022 Q2 2022
Snowden Capital Advisors LLC

New York, NY
BUY
 -
44.8K
+ 25.75%
$1.67M - $1.93M
219K $9.59M
Jul 14, 2022 Q2 2022
Orion Portfolio Solutions, LLC

BUY
 -
41.9K
+ 377.0%
$1.56M - $1.8M
53K $2.33M
Aug 12, 2022 Q2 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
41.5K
+ 7.12%
$1.54M - $1.78M
624K $27.4M
Jul 18, 2022 Q2 2022
Psi Advisors, LLC

BUY
 -
36.8K
+ 153.49%
$1.37M - $1.58M
60.8K $2.67M
Aug 12, 2022 Q2 2022
Kestra Private Wealth Services, LLC

BUY
 -
35.7K
+ 11.39%
$1.33M - $1.54M
349K $15.3M
Aug 08, 2022 Q2 2022
Simon Quick Advisors, LLC

BUY
 -
34.9K
New
$1.3M - $1.5M
34.9K $1.53M
Jul 13, 2022 Q2 2022
Santori & Peters, Inc.

BUY
 -
34.1K
+ 132.73%
$1.27M - $1.47M
59.8K $2.62M
Jul 13, 2022 Q2 2022
Flagship Harbor Advisors, LLC

BUY
 -
33.7K
+ 103.56%
$1.26M - $1.45M
66.3K $2.91M
Aug 12, 2022 Q2 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
33.1K
+ 6.62%
$1.23M - $1.42M
533K $23.4M
Aug 09, 2022 Q2 2022
Unionview, LLC

Seattle, WA
BUY
 -
31.4K
+ 11.89%
$1.17M - $1.35M
295K $13M
Jul 25, 2022 Q2 2022
Saxon Interests, Inc.

BUY
 -
30.1K
+ 389.55%
$1.12M - $1.29M
37.8K $1.66M
Jul 26, 2022 Q2 2022
Bouchey Financial Group LTD

BUY
 -
28.6K
New
$1.06M - $1.23M
28.6K $1.25M
Jul 27, 2022 Q2 2022
Clear Creek Financial Management, LLC

BUY
 -
28K
+ 19.52%
$1.04M - $1.2M
171K $7.51M

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