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
Aug 15, 2022 Q2 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
6.1K
+ 2.99%
$227K - $262K
210K $9.38M
Jul 20, 2022 Q2 2022
Alliance Wealth Advisors, LLC

BUY
 -
6.1K
+ 33.08%
$227K - $262K
24.5K $1.09M
Aug 12, 2022 Q2 2022
Claro Advisors LLC

Boston, MA
BUY
 -
6.08K
+ 4.62%
$226K - $261K
138K $6.14M
Aug 10, 2022 Q2 2022
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
6.06K
New
$226K - $261K
6.06K $270K
Aug 11, 2022 Q2 2022
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
6K
New
$223K - $258K
6K $267K
Jul 25, 2022 Q2 2022
Beacon Financial Advisory LLC

BUY
 -
5.97K
+ 5.31%
$222K - $257K
118K $5.27M
Aug 02, 2022 Q2 2022
Advisory Services Network, LLC

BUY
 -
5.8K
+ 2.24%
$216K - $249K
265K $11.8M
Aug 12, 2022 Q2 2022
Northern Trust Corp

Chicago, IL
BUY
 -
5.79K
New
$216K - $249K
5.79K $258K
Aug 16, 2022 Q2 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
5.58K
+ 18.78%
$208K - $240K
35.3K $1.57M
Aug 11, 2022 Q2 2022
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
5.57K
+ 4.37%
$207K - $240K
133K $5.93M
Nov 17, 2023 Q2 2022
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
5.19K
New
$193K - $223K
5.19K $231K
Jul 27, 2022 Q2 2022
J.W. Cole Advisors, Inc.

BUY
 -
5.16K
+ 8.17%
$192K - $222K
68.4K $3.05M
Jul 18, 2022 Q2 2022
Western Wealth Management, LLC

BUY
 -
5.06K
+ 1.87%
$188K - $218K
276K $12.3M
Jul 19, 2022 Q2 2022
Key Client Fiduciary Advisors, LLC

BUY
 -
4.72K
+ 3.51%
$176K - $203K
139K $6.21M
Aug 15, 2022 Q2 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
4.63K
+ 17.89%
$172K - $199K
30.5K $1.36M
Dec 13, 2023 Q2 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
4.63K
+ 17.89%
$172K - $199K
30.5K $1.36M
Jul 29, 2022 Q2 2022
Total Clarity Wealth Management, Inc.

BUY
 -
4.57K
New
$170K - $197K
4.57K $204K
Aug 08, 2022 Q2 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
4.25K
+ 2.73%
$158K - $183K
160K $7.14M
Jul 19, 2022 Q2 2022
Harvest Investment Services, LLC

BUY
 -
4.18K
+ 3.4%
$156K - $180K
127K $5.67M
Apr 19, 2024 Q2 2022
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
4.04K
+ 20.67%
$151K - $174K
23.6K $1.05M
Jul 13, 2022 Q2 2022
Pfg Advisors

BUY
 -
3.95K
+ 2.76%
$147K - $170K
147K $6.55M
Sep 21, 2022 Q2 2022
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
3.83K
New
$143K - $165K
3.83K $171K
Aug 04, 2022 Q2 2022
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
3.77K
New
$140K - $162K
3.77K $168K
Aug 12, 2022 Q2 2022
Commerce Bank

Kansas City, MO
BUY
 -
3.75K
+ 75.86%
$140K - $161K
8.7K $388K
Jul 12, 2022 Q2 2022
First Heartland Consultants, Inc.

BUY
 -
3.55K
+ 1.12%
$132K - $153K
321K $14.3M
Aug 12, 2022 Q2 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
3.52K
+ 3.22%
$131K - $151K
113K $5.03M
Aug 04, 2022 Q2 2022
Dhjj Financial Advisors, Ltd.

BUY
 -
3.3K
+ 2.08%
$123K - $142K
162K $7.21M
Jul 28, 2022 Q2 2022
Cwm, LLC

BUY
 -
3.21K
+ 1.74%
$120K - $138K
188K $8.37M
Jul 13, 2022 Q2 2022
Acg Wealth

BUY
 -
3.13K
New
$117K - $135K
3.13K $140K
Jul 15, 2022 Q2 2022
Advisory Alpha, LLC

BUY
 -
3.1K
+ 15.16%
$115K - $133K
23.6K $1.05M
Aug 11, 2022 Q2 2022
Insight Advisors, LLC

Newtown, PA
BUY
 -
3.1K
+ 2.59%
$115K - $133K
123K $5.47M
Jul 20, 2022 Q2 2022
Signature Securities Group Corporation

BUY
 -
3.04K
+ 2.05%
$113K - $131K
151K $6.73M
Aug 04, 2022 Q2 2022
Tru Independence LLC

BUY
 -
2.73K
+ 2.13%
$102K - $117K
131K $5.83M
Aug 10, 2022 Q2 2022
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
2.62K
+ 8.67%
$97.7K - $113K
32.9K $1.47M
Jul 27, 2022 Q2 2022
Park Avenue Securities LLC

BUY
 -
2.54K
+ 7.19%
$94.6K - $109K
37.9K $1.69M
Jul 19, 2022 Q2 2022
Mai Capital Management

BUY
 -
2.3K
+ 1.9%
$85.6K - $98.9K
123K $5.49M
Jul 11, 2022 Q2 2022
Weitzel Financial Services, Inc.

BUY
 -
2.27K
+ 45.17%
$84.6K - $97.7K
7.3K $326K
Aug 02, 2022 Q2 2022
Belpointe Asset Management LLC

BUY
 -
2.22K
+ 5.78%
$82.6K - $95.5K
40.6K $1.81M
Jul 15, 2022 Q2 2022
Westside Investment Management, Inc.

BUY
 -
2.19K
+ 12.84%
$81.4K - $94K
19.2K $857K
Jul 18, 2022 Q2 2022
Harbor Investment Advisory, LLC

BUY
 -
2.14K
+ 1.78%
$79.5K - $91.9K
122K $5.45M
Aug 08, 2022 Q2 2022
Towerpoint Wealth, LLC

Sacramento, CA
BUY
 -
2.03K
+ 1.81%
$75.7K - $87.4K
114K $5.1M
Aug 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
BUY
 -
1.91K
+ 14.81%
$71.2K - $82.3K
14.8K $661K
Aug 05, 2022 Q2 2022
Barnes Pettey Financial Advisors, LLC

BUY
 -
1.91K
+ 1.05%
$70.9K - $82K
183K $8.18M
Aug 16, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
1.89K
+ 13.58%
$70.4K - $81.4K
15.8K $705K
Jul 28, 2022 Q2 2022
Farmers & Merchants Investments Inc

BUY
 -
1.86K
New
$69.3K - $80.1K
1.86K $83K
Aug 15, 2022 Q2 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
1.73K
+ 1.21%
$64.4K - $74.3K
145K $6.45M
Aug 11, 2022 Q2 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
1.67K
New
$62.2K - $71.8K
1.67K $74.4K
Aug 02, 2022 Q2 2022
Triumph Capital Management

BUY
 -
1.65K
+ 2.42%
$61.4K - $70.9K
69.8K $3.11M
Aug 08, 2022 Q2 2022
Meeder Asset Management Inc

BUY
 -
1.55K
+ 190.67%
$57.9K - $66.9K
2.37K $106K

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