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 24, 2024 Q2 2022
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
1.47K
+ 4.08%
$54.7K - $63.2K
37.4K $1.67M
Aug 12, 2022 Q2 2022
Bickling Financial Services, Inc.

Lexington, MA
BUY
 -
1.33K
+ 0.79%
$49.4K - $57.1K
170K $7.56M
Jul 29, 2022 Q2 2022
1776 Wealth LLC

BUY
 -
1.23K
+ 1.31%
$45.8K - $52.9K
95.1K $4.24M
Aug 04, 2022 Q2 2022
Cornerstone Wealth Management, LLC

BUY
 -
1.2K
+ 0.54%
$44.8K - $51.8K
225K $10M
Aug 10, 2022 Q2 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
1.13K
+ 0.12%
$42K - $48.5K
908K $40.5M
Jul 19, 2022 Q2 2022
Asset Dedication, LLC

BUY
 -
1.11K
+ 36.31%
$41.4K - $47.8K
4.17K $186K
Jul 21, 2022 Q2 2022
Hexagon Capital Partners LLC

BUY
 -
1.11K
+ 107.56%
$41.3K - $47.8K
2.14K $95.5K
Aug 11, 2022 Q2 2022
Choreo, LLC

Minneapolis, MN
BUY
 -
1.11K
+ 23.29%
$41.2K - $47.6K
5.86K $261K
Jul 14, 2022 Q2 2022
Strategic Asset Management, LLC

BUY
 -
1.1K
+ 111.96%
$40.8K - $47.1K
2.07K $92.4K
Aug 12, 2022 Q2 2022
Smith, Moore & Co.

Clayton, MO
BUY
 -
1.06K
+ 4.09%
$39.6K - $45.7K
27.1K $1.21M
Aug 12, 2022 Q2 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1K
+ 32.21%
$37.2K - $43K
4.11K $183K
Jul 14, 2022 Q2 2022
Raymond James Trust N.A.

BUY
 -
982
+ 2.7%
$36.6K - $42.2K
37.4K $1.67M
Jul 12, 2022 Q2 2022
Koshinski Asset Management, Inc.

BUY
 -
972
+ 2.07%
$36.2K - $41.8K
48K $2.14M
Aug 10, 2022 Q2 2022
Mgo One Seven LLC

Beachwood, OH
BUY
 -
966
+ 4.66%
$36K - $41.6K
21.7K $967K
Jul 20, 2022 Q2 2022
Grant

BUY
 -
961
+ 0.45%
$35.8K - $41.3K
212K $9.46M
Jul 11, 2022 Q2 2022
Objective Capital Management, LLC

BUY
 -
950
+ 19.33%
$35.4K - $40.9K
5.87K $261K
Jul 15, 2022 Q2 2022
Pinnacle Private Wealth, LLC

BUY
 -
938
+ 3.59%
$34.9K - $40.4K
27.1K $1.21M
Aug 03, 2022 Q2 2022
Stephens Inc

BUY
 -
865
+ 1.76%
$32.2K - $37.2K
50.2K $2.24M
Jul 15, 2022 Q2 2022
Hb Wealth Management, LLC

BUY
 -
812
+ 12.81%
$30.2K - $34.9K
7.15K $319K
Jul 25, 2022 Q2 2022
Btc Capital Management, Inc.

BUY
 -
782
+ 4.1%
$29.1K - $33.6K
19.8K $885K
Aug 15, 2022 Q2 2022
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
686
+ 7.79%
$25.5K - $29.5K
9.5K $423K
Aug 15, 2022 Q2 2022
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
658
New
$24.5K - $28.3K
658 $29.3K
Aug 08, 2022 Q2 2022
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
645
+ 9.24%
$24K - $27.7K
7.62K $340K
Jul 13, 2022 Q2 2022
Castle Rock Wealth Management, LLC

BUY
 -
584
+ 3.67%
$21.7K - $25.1K
16.5K $736K
Aug 15, 2022 Q2 2022
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
543
+ 5.48%
$20.2K - $23.4K
10.5K $466K
Jul 20, 2022 Q2 2022
Trilogy Capital Inc.

BUY
 -
519
+ 1.55%
$19.3K - $22.3K
34.1K $1.52M
Aug 12, 2022 Q2 2022
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
501
+ 9.02%
$18.7K - $21.6K
6.05K $270K
Aug 12, 2022 Q2 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
396
+ 5.32%
$14.7K - $17K
7.84K $349K
Aug 03, 2022 Q2 2022
Sweet Financial Partners, LLC

BUY
 -
388
+ 7.99%
$14.4K - $16.7K
5.25K $234K
Jul 28, 2022 Q2 2022
Pacific Sun Financial Corp

BUY
 -
380
+ 0.7%
$14.2K - $16.3K
54.9K $2.45M
Jul 26, 2022 Q2 2022
Ballew Advisors, Inc

BUY
 -
377
+ 0.43%
$14K - $16.2K
87.1K $3.88M
May 11, 2023 Q2 2022
Tucker Asset Management LLC

Littleton, CO
BUY
 -
347
+ 17.31%
$12.9K - $14.9K
2.35K $105K
Aug 10, 2022 Q2 2022
Blair William & CO

Chicago, IL
BUY
 -
332
+ 1.13%
$12.4K - $14.3K
29.8K $1.33M
Aug 15, 2022 Q2 2022
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
325
New
$12.1K - $14K
325 $14.5K
Jul 26, 2022 Q2 2022
Sargent Investment Group, LLC

BUY
 -
277
+ 1.46%
$10.3K - $11.9K
19.2K $857K
Jul 21, 2022 Q2 2022
Sandy Spring Bank

BUY
 -
250
New
$9.31K - $10.8K
250 $11.1K
Aug 01, 2022 Q2 2022
Castle Wealth Management LLC

BUY
 -
250
New
$9.31K - $10.8K
250 $11.1K
Aug 08, 2022 Q2 2022
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
243
New
$9.05K - $10.5K
243 $10.8K
Jun 28, 2024 Q2 2022
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
225
New
$8.38K - $9.68K
225 $10K
Jul 27, 2022 Q2 2022
Ieq Capital, LLC

BUY
 -
178
+ 1.53%
$6.63K - $7.66K
11.8K $527K
Aug 04, 2022 Q2 2022
Larson Financial Group LLC

BUY
 -
177
+ 0.87%
$6.59K - $7.61K
20.6K $917K
Jul 29, 2022 Q2 2022
Bernardo Wealth Planning LLC

BUY
 -
177
+ 0.7%
$6.59K - $7.61K
25.6K $1.14M
Aug 03, 2022 Q2 2022
Planning Directions Inc

BUY
 -
136
+ 0.32%
$5.06K - $5.85K
42.8K $1.91M
Aug 12, 2022 Q2 2022
Northeast Financial Consultants Inc

Westport, CT
BUY
 -
128
+ 0.43%
$4.77K - $5.51K
29.8K $1.33M
Aug 01, 2022 Q2 2022
Stonebridge Financial Planning Group, LLC

BUY
 -
125
+ 1.27%
$4.66K - $5.38K
9.94K $443K
Jul 14, 2022 Q2 2022
Ford Financial Group, LLC

BUY
 -
115
+ 0.49%
$4.28K - $4.95K
23.7K $1.06M
Aug 15, 2022 Q2 2022
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
102
+ 1.27%
$3.8K - $4.39K
8.13K $362K
Aug 11, 2022 Q2 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
98
+ 1.23%
$3.65K - $4.22K
8.05K $359K
Jul 26, 2022 Q2 2022
Venture Visionary Partners LLC

BUY
 -
78
+ 0.24%
$2.9K - $3.36K
32.3K $1.44M

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