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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
249+ 0.79% |
$8.91K - $10.5K
|
31.8K
$1.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
205+ 4.99% |
$7.34K - $8.66K
|
4.31K
$193K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
200New |
$7.16K - $8.45K
|
200
$8.98K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
191+ 3.69% |
$6.84K - $8.07K
|
5.37K
$241K
|
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
191+ 0.55% |
$6.84K - $8.07K
|
35.1K
$1.57M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
184+ 66.67% |
$6.59K - $7.77K
|
460
$20.6K
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
181+ 14.81% |
$6.48K - $7.64K
|
1.4K
$63K
|
|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
180+ 1.22% |
$6.44K - $7.6K
|
14.9K
$668K
|
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
BUY
|
- |
173+ 1.09% |
$6.19K - $7.31K
|
16.1K
$722K
|
|
|
Nov 15, 2022
Q3 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
164+ 0.55% |
$5.87K - $6.93K
|
30K
$1.35M
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
140New |
$5.01K - $5.91K
|
140
$6.28K
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
118+ 0.72% |
$4.22K - $4.98K
|
16.6K
$745K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Square, LLC
|
BUY
|
- |
102+ 0.62% |
$3.65K - $4.31K
|
16.4K
$738K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
96+ 38.55% |
$3.44K - $4.05K
|
345
$15.5K
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
96+ 2.51% |
$3.44K - $4.05K
|
3.92K
$176K
|
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
95+ 1.17% |
$3.4K - $4.01K
|
8.22K
$369K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
92+ 4.44% |
$3.29K - $3.89K
|
2.17K
$97.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
75+ 0.15% |
$2.68K - $3.17K
|
48.7K
$2.18M
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
75+ 0.14% |
$2.68K - $3.17K
|
52.3K
$2.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
74+ 0.56% |
$2.65K - $3.13K
|
13.4K
$600K
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
73+ 0.23% |
$2.61K - $3.08K
|
32.4K
$1.45M
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
BUY
|
- |
73+ 0.56% |
$2.61K - $3.08K
|
13.1K
$588K
|
|
|
Oct 24, 2022
Q3 2022
|
Willner & Heller, LLC
|
BUY
|
- |
68+ 0.33% |
$2.43K - $2.87K
|
21K
$942K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
60+ 0.13% |
$2.15K - $2.53K
|
48K
$2.16M
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
57New |
$2.04K - $2.41K
|
57
$2.56K
|
|
|
Oct 17, 2022
Q3 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
39+ 0.64% |
$1.4K - $1.65K
|
6.1K
$274K
|
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
38+ 0.36% |
$1.36K - $1.6K
|
10.5K
$471K
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
38+ 8.86% |
$1.36K - $1.6K
|
467
$21K
|
|
|
Oct 07, 2022
Q3 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
22+ 0.13% |
$787 - $929
|
17K
$764K
|
|
|
Oct 31, 2022
Q3 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
21+ 0.17% |
$752 - $887
|
12.4K
$557K
|
|
|
Nov 09, 2022
Q3 2022
|
Holistic Financial Partners
|
BUY
|
- |
17+ 0.16% |
$608 - $718
|
10.6K
$478K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
10+ 0.54% |
$358 - $422
|
1.85K
$83K
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
9+ 0.12% |
$322 - $380
|
7.39K
$332K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 0.06% |
$179 - $211
|
8.88K
$399K
|
|
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4+ 0.05% |
$143 - $169
|
8.49K
$381K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
4+ 0.37% |
$143 - $169
|
1.08K
$48.5K
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 0.21% |
$107 - $127
|
1.41K
$63.3K
|
|
|
Oct 24, 2022
Q3 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
2+ 0.01% |
$71.6 - $84.5
|
28.9K
$1.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
2+ 0.4% |
$71.6 - $84.5
|
507
$22.8K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.53% |
$71.6 - $84.5
|
380
$17.1K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.38% |
$35.8 - $42.2
|
261
$11.7K
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$35.8 - $42.2
|
1
$44.9
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1- 0.02% |
$35.8 - $42.2
|
6.45K
$290K
|
|
|
Oct 27, 2022
Q3 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1- 0.01% |
$35.8 - $42.2
|
15.7K
$704K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-5- 8.33% |
$179 - $211
|
55
$2.47K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-14- 0.54% |
$501 - $591
|
2.6K
$117K
|
|
|
Oct 21, 2022
Q3 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-14- 0.09% |
$501 - $591
|
15.6K
$701K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-16- 0.17% |
$573 - $676
|
9.39K
$421K
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-18Closed |
$644 - $760
|
0
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-19- 0.26% |
$680 - $802
|
7.28K
$327K
|