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
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.8KNew |
$708K - $835K
|
19.8K
$914K
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.8KNew |
$708K - $835K
|
19.8K
$914K
|
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
19.3KNew |
$692K - $817K
|
19.3K
$895K
|
|
|
Nov 14, 2022
Q3 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
19.2KNew |
$686K - $809K
|
19.2K
$886K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
18.8K+ 132.26% |
$674K - $796K
|
33.1K
$1.53M
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
17.9K+ 47.74% |
$639K - $755K
|
55.3K
$2.56M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
17.8K+ 4.64% |
$636K - $750K
|
401K
$18.5M
|
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
17K+ 142.31% |
$607K - $717K
|
28.9K
$1.34M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
16.6K+ 7.58% |
$593K - $699K
|
235K
$10.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16.4K+ 4.81% |
$588K - $694K
|
358K
$16.5M
|
|
|
Oct 20, 2022
Q3 2022
|
Gds Wealth Management
|
BUY
|
- |
16.2K+ 3.22% |
$580K - $684K
|
519K
$24M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
16.1K+ 8.45% |
$577K - $681K
|
207K
$9.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
16.1K+ 52.5% |
$575K - $678K
|
46.6K
$2.16M
|
|
|
Oct 25, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
16K+ 11.03% |
$572K - $675K
|
161K
$7.43M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
15.7K+ 8.34% |
$563K - $664K
|
204K
$9.45M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.2K+ 1.67% |
$543K - $640K
|
923K
$42.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.1K+ 1.58% |
$541K - $638K
|
971K
$44.9M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
15.1K+ 0.83% |
$539K - $636K
|
1.84M
$84.9M
|
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
14.9K+ 30.31% |
$535K - $631K
|
64.2K
$2.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.7K+ 1.79% |
$526K - $621K
|
837K
$38.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
14.5K+ 8.56% |
$520K - $613K
|
184K
$8.52M
|
|
|
Nov 10, 2022
Q3 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
14.5KNew |
$518K - $612K
|
14.5K
$670K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.1K+ 1.23% |
$469K - $553K
|
1.08M
$50M
|
|
|
Nov 14, 2022
Q3 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
13K+ 4.39% |
$464K - $548K
|
308K
$14.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
12.6KNew |
$451K - $532K
|
12.6K
$582K
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
12.5K+ 41.11% |
$449K - $530K
|
43.1K
$1.99M
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
12.5K+ 41.11% |
$449K - $530K
|
43.1K
$1.99M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
12.5K+ 56.23% |
$448K - $529K
|
34.8K
$1.61M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.2K+ 4.99% |
$438K - $516K
|
257K
$11.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
11.7KNew |
$418K - $493K
|
11.7K
$540K
|
|
|
Nov 10, 2022
Q3 2022
|
1776 Wealth LLC
|
BUY
|
- |
11.2K+ 11.8% |
$402K - $474K
|
106K
$4.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.2K+ 0.33% |
$400K - $472K
|
3.42M
$158M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.8K+ 9.6% |
$388K - $458K
|
124K
$5.72M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.8K+ 9.6% |
$388K - $458K
|
124K
$5.72M
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
10.1KNew |
$362K - $427K
|
10.1K
$467K
|
|
|
Nov 14, 2022
Q3 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
9.8KNew |
$351K - $414K
|
9.8K
$453K
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
9.66K+ 5.64% |
$346K - $408K
|
181K
$8.36M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.36K+ 188.23% |
$335K - $395K
|
14.3K
$662K
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
9.26K+ 4.38% |
$331K - $391K
|
221K
$10.2M
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
9.25K+ 34.41% |
$331K - $390K
|
36.1K
$1.67M
|
|
|
Oct 24, 2022
Q3 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
9.11K+ 7.28% |
$326K - $385K
|
134K
$6.2M
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
9.11K+ 14.97% |
$326K - $385K
|
69.9K
$3.23M
|
|
|
Nov 09, 2022
Q3 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
9.01K+ 1.01% |
$323K - $381K
|
903K
$41.8M
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
8.96K+ 7.94% |
$321K - $378K
|
122K
$5.63M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.77K+ 24.78% |
$314K - $370K
|
44.2K
$2.04M
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
8.59K+ 5.69% |
$307K - $363K
|
160K
$7.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.2K+ 1.54% |
$293K - $346K
|
541K
$25M
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
8.12KNew |
$291K - $343K
|
8.12K
$376K
|
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
7.93K+ 84.41% |
$284K - $335K
|
17.3K
$801K
|
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
7.93KNew |
$284K - $335K
|
7.93K
$367K
|