Purchases and Sales Made in Q2 2023 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 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
Aug 14, 2023 Q2 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
1.47M
+ 17.22%
$56.8M - $59.8M
10M $445M
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
581K
+ 6.32%
$22.5M - $23.7M
9.78M $435M
May 14, 2024 Q2 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
529K
+ 518.49%
$20.4M - $21.5M
631K $28.1M
Aug 14, 2023 Q2 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
529K
+ 518.49%
$20.4M - $21.5M
631K $28.1M
Jul 25, 2023 Q2 2023
Advisory Alpha, LLC

BUY
 -
460K
+ 251.31%
$17.8M - $18.7M
643K $28.6M
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
409K
+ 38.79%
$15.8M - $16.6M
1.46M $65.1M
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
321K
+ 7.63%
$12.4M - $13.1M
4.52M $201M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
297K
+ 1.3%
$11.5M - $12.1M
23.1M $1.03B
Jul 20, 2023 Q2 2023
Beacon Financial Group

BUY
 -
286K
+ 1886.54%
$11M - $11.6M
301K $13.4M
Aug 14, 2023 Q2 2023
Petix & Botte CO

BUY
 -
282K
+ 107.58%
$10.9M - $11.5M
545K $24.2M
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
BUY
 -
211K
+ 711.92%
$8.16M - $8.6M
241K $10.7M
Aug 14, 2023 Q2 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
207K
New
$8.01M - $8.44M
207K $9.22M
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
160K
+ 51.37%
$6.19M - $6.52M
472K $21M
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
154K
+ 46.86%
$5.96M - $6.28M
484K $21.5M
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
147K
+ 15.47%
$5.69M - $6M
1.1M $48.9M
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
114K
+ 23.14%
$4.42M - $4.66M
609K $27.1M
Jul 20, 2023 Q2 2023
Naviter Wealth, LLC

BUY
 -
114K
New
$4.39M - $4.63M
114K $5.06M
Jul 24, 2023 Q2 2023
Trilogy Capital Inc.

BUY
 -
106K
+ 9.17%
$4.09M - $4.3M
1.26M $56M
Jul 21, 2023 Q2 2023
Psi Advisors, LLC

BUY
 -
92.1K
+ 123.95%
$3.56M - $3.75M
166K $7.41M
Aug 07, 2023 Q2 2023
Second Half Financial Partners, LLC

Sebring, FL
BUY
 -
92K
New
$3.56M - $3.75M
92K $4.09M
Aug 15, 2023 Q2 2023
Kraft, Davis & Associates, LLC

St. Louis, MO
BUY
 -
90.8K
+ 21.9%
$3.51M - $3.7M
505K $22.5M
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
86.8K
+ 2.37%
$3.35M - $3.53M
3.75M $167M
Aug 14, 2023 Q2 2023
Israel Englander Millennium Management LLC | New York, Ny
BUY
 -
86.5K
New
$3.34M - $3.52M
86.5K $3.85M
Aug 15, 2023 Q2 2023
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
86.1K
New
$3.33M - $3.51M
86.1K $3.83M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
82.3K
+ 1.86%
$3.18M - $3.35M
4.51M $201M
Jul 10, 2023 Q2 2023
Good Life Advisors, LLC

BUY
 -
70.8K
+ 21.92%
$2.74M - $2.88M
394K $17.5M
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
70.5K
+ 82.83%
$2.72M - $2.87M
156K $6.92M
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
65.6K
+ 6.65%
$2.53M - $2.67M
1.05M $46.8M
Aug 18, 2023 Q2 2023
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
63.9K
New
$2.47M - $2.6M
63.9K $2.84M
Aug 02, 2023 Q2 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
60.9K
+ 22.9%
$2.35M - $2.48M
327K $14.5M
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
59.2K
+ 8.92%
$2.29M - $2.41M
723K $32.2M
Aug 14, 2023 Q2 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
58.8K
+ 52.21%
$2.27M - $2.39M
171K $7.63M
Aug 09, 2023 Q2 2023
Us Bancorp \De\

BUY
 -
58.4K
+ 17.4%
$2.26M - $2.38M
394K $17.5M
Aug 04, 2023 Q2 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
57K
+ 27.67%
$2.2M - $2.32M
263K $11.7M
Aug 11, 2023 Q2 2023
Signature Securities Group Corporation

BUY
 -
50.2K
+ 32.97%
$1.94M - $2.04M
202K $9.01M
Aug 14, 2023 Q2 2023
Bison Wealth, LLC

BUY
 -
50.1K
New
$1.94M - $2.04M
50.1K $2.23M
Jul 14, 2023 Q2 2023
Clear Creek Financial Management, LLC

BUY
 -
49.6K
+ 19.11%
$1.92M - $2.02M
309K $13.8M
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
43.4K
New
$1.68M - $1.77M
43.4K $1.93M
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
36.7K
+ 37.23%
$1.42M - $1.49M
135K $6.02M
Aug 01, 2023 Q2 2023
Merit Financial Group, LLC

BUY
 -
36.2K
+ 89.25%
$1.4M - $1.47M
76.8K $3.42M
Jul 25, 2023 Q2 2023
Concorde Asset Management, LLC

BUY
 -
35.9K
+ 31.96%
$1.39M - $1.46M
148K $6.6M
Aug 01, 2023 Q2 2023
Main Line Retirement Advisors, LLC

Radnor, PA
BUY
 -
34.9K
New
$1.35M - $1.42M
34.9K $1.55M
Aug 09, 2023 Q2 2023
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
34K
New
$1.32M - $1.39M
34K $1.52M
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
33.9K
+ 10.69%
$1.31M - $1.38M
351K $15.6M
Jul 18, 2023 Q2 2023
Octavia Wealth Advisors, LLC

BUY
 -
32.1K
+ 6.4%
$1.24M - $1.31M
534K $23.8M
Aug 14, 2023 Q2 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
30.5K
New
$1.18M - $1.24M
30.5K $1.36M
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
29.6K
New
$1.14M - $1.2M
29.6K $1.32M
Aug 14, 2023 Q2 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
28K
+ 420.43%
$1.08M - $1.14M
34.7K $1.54M
Aug 15, 2023 Q2 2023
Raymond James Trust N.A.

BUY
 -
27.5K
+ 57.57%
$1.06M - $1.12M
75.3K $3.35M

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