Purchases and Sales Made in Q3 2022 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
779K+ 2.33% |
$27.9M - $32.9M
|
34.2M
$1.5B
|
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
750K+ 663.89% |
$26.8M - $31.7M
|
863K
$37.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
568K+ 9.21% |
$20.3M - $24M
|
6.74M
$294M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
516K+ 2.49% |
$18.5M - $21.8M
|
21.3M
$930M
|
|
|
Oct 28, 2022
Q3 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
421K+ 9.24% |
$15.1M - $17.8M
|
4.97M
$217M
|
|
|
Oct 21, 2022
Q3 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
362KNew |
$13M - $15.3M
|
362K
$15.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
281K+ 5.4% |
$10.1M - $11.9M
|
5.49M
$240M
|
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
231K+ 62.68% |
$8.28M - $9.77M
|
600K
$26.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
222K+ 176.07% |
$7.94M - $9.37M
|
348K
$15.2M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
215K+ 5.96% |
$7.71M - $9.1M
|
3.83M
$167M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
197KNew |
$7.04M - $8.31M
|
197K
$8.59M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
189KNew |
$6.77M - $7.99M
|
189K
$8.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
152K+ 6.37% |
$5.44M - $6.42M
|
2.54M
$111M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
150K+ 1.4% |
$5.37M - $6.33M
|
10.8M
$473M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
146K+ 23.35% |
$5.22M - $6.16M
|
770K
$33.6M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
142K+ 138.53% |
$5.08M - $5.99M
|
244K
$10.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
109K+ 104.04% |
$3.92M - $4.62M
|
215K
$9.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
106K+ 111.43% |
$3.8M - $4.48M
|
201K
$8.8M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
94.6K+ 11.74% |
$3.38M - $3.99M
|
900K
$39.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
85.6K+ 1059.95% |
$3.07M - $3.62M
|
93.7K
$4.1M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
75.2K+ 13.11% |
$2.69M - $3.18M
|
649K
$28.4M
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
70.4KNew |
$2.52M - $2.97M
|
70.4K
$3.08M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
68.9K+ 9.25% |
$2.46M - $2.91M
|
814K
$35.6M
|
|
|
Oct 13, 2022
Q3 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
64.6K+ 18.05% |
$2.31M - $2.73M
|
422K
$18.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
58.3K+ 19.72% |
$2.09M - $2.46M
|
354K
$15.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
55.8K+ 684.55% |
$2M - $2.36M
|
64K
$2.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
55.1K+ 17.38% |
$1.97M - $2.33M
|
372K
$16.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
49.9K+ 192042.31% |
$1.79M - $2.11M
|
50K
$2.18M
|
|
|
Oct 31, 2022
Q3 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
48.8K+ 70.86% |
$1.75M - $2.06M
|
118K
$5.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
48.5K+ 6.4% |
$1.74M - $2.05M
|
806K
$35.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
48.3K+ 1.2% |
$1.73M - $2.04M
|
4.07M
$178M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
47.7K+ 7.55% |
$1.71M - $2.01M
|
679K
$29.7M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
45.6K+ 68.85% |
$1.63M - $1.93M
|
112K
$4.89M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
44.9K+ 0.66% |
$1.61M - $1.9M
|
6.89M
$301M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
44.1K+ 15.95% |
$1.58M - $1.86M
|
320K
$14M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
44K+ 12.59% |
$1.57M - $1.86M
|
393K
$17.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Concentrum Wealth Management
|
BUY
|
- |
41.1K+ 162.51% |
$1.47M - $1.74M
|
66.5K
$2.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
38.4K+ 72.39% |
$1.37M - $1.62M
|
91.4K
$4M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
37.6K+ 614.54% |
$1.35M - $1.59M
|
43.7K
$1.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
30.5KNew |
$1.09M - $1.29M
|
30.5K
$1.33M
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
30K+ 536.58% |
$1.07M - $1.27M
|
35.6K
$1.55M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.2K+ 0.67% |
$1.01M - $1.19M
|
4.24M
$185M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
28.1K+ 69.28% |
$1.01M - $1.19M
|
68.7K
$3M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
27.1K+ 54.12% |
$971K - $1.15M
|
77.3K
$3.38M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
26.6K+ 2.9% |
$951K - $1.12M
|
944K
$41.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
26K+ 13.83% |
$929K - $1.1M
|
214K
$9.34M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.9K+ 1.74% |
$928K - $1.09M
|
1.52M
$66.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
25.4K+ 17.54% |
$909K - $1.07M
|
170K
$7.44M
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
25.3K+ 48.78% |
$906K - $1.07M
|
77.2K
$3.38M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
21.5K+ 4.89% |
$770K - $909K
|
461K
$20.2M
|