Purchases and Sales Made in Q3 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 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
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
205
+ 4.99%
$7.34K - $8.66K
4.31K $198K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
200
New
$7.16K - $8.45K
200 $9.19K
Nov 07, 2022 Q3 2022
Simon Quick Advisors, LLC

BUY
 -
191
+ 0.55%
$6.84K - $8.07K
35.1K $1.61M
Nov 15, 2022 Q3 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
191
+ 3.69%
$6.84K - $8.07K
5.37K $247K
Oct 14, 2022 Q3 2022
Gradient Investments LLC

BUY
 -
184
+ 66.67%
$6.59K - $7.77K
460 $21.1K
Oct 25, 2022 Q3 2022
Hm Payson & CO

Portland, ME
BUY
 -
181
+ 14.81%
$6.48K - $7.64K
1.4K $64.5K
Oct 31, 2022 Q3 2022
Keystone Wealth Services, LLC

BUY
 -
180
+ 1.22%
$6.44K - $7.6K
14.9K $684K
Oct 19, 2022 Q3 2022
L.M. Kohn & Company

BUY
 -
173
+ 1.09%
$6.19K - $7.31K
16.1K $739K
Nov 15, 2022 Q3 2022
Northeast Financial Consultants Inc

Westport, CT
BUY
 -
164
+ 0.55%
$5.87K - $6.93K
30K $1.38M
Oct 20, 2022 Q3 2022
Focused Wealth Management, Inc

BUY
 -
140
New
$5.01K - $5.91K
140 $6.43K
Nov 14, 2022 Q3 2022
Capital Square, LLC

BUY
 -
102
+ 0.62%
$3.65K - $4.31K
16.4K $755K
Oct 31, 2022 Q3 2022
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
96
+ 2.51%
$3.44K - $4.05K
3.92K $180K
Oct 12, 2022 Q3 2022
Horan Securities, Inc.

BUY
 -
96
+ 38.55%
$3.44K - $4.05K
345 $15.8K
Nov 14, 2022 Q3 2022
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
95
+ 1.17%
$3.4K - $4.01K
8.22K $378K
Nov 01, 2022 Q3 2022
Strategic Asset Management, LLC

BUY
 -
92
+ 4.44%
$3.29K - $3.89K
2.17K $99.5K
Nov 08, 2022 Q3 2022
Shelton Wealth Management, LLC

BUY
 -
75
+ 0.15%
$2.68K - $3.17K
48.7K $2.24M
Oct 12, 2022 Q3 2022
Accel Wealth Management

BUY
 -
75
+ 0.14%
$2.68K - $3.17K
52.3K $2.4M
Nov 14, 2022 Q3 2022
Veritable, L.P.

Newtown Square, PA
BUY
 -
74
+ 0.56%
$2.65K - $3.13K
13.4K $614K
Nov 07, 2022 Q3 2022
Caprock Group, Inc.

BUY
 -
73
+ 0.56%
$2.61K - $3.08K
13.1K $602K
Nov 14, 2022 Q3 2022
Venture Visionary Partners LLC

BUY
 -
73
+ 0.23%
$2.61K - $3.08K
32.4K $1.49M
Oct 24, 2022 Q3 2022
Willner & Heller, LLC

BUY
 -
68
+ 0.33%
$2.43K - $2.87K
21K $964K
Oct 18, 2022 Q3 2022
Koshinski Asset Management, Inc.

BUY
 -
60
+ 0.13%
$2.15K - $2.53K
48K $2.21M
Nov 10, 2022 Q3 2022
Castleview Partners, LLC

Dallas, TX
BUY
 -
57
New
$2.04K - $2.41K
57 $2.62K
Oct 17, 2022 Q3 2022
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
39
+ 0.64%
$1.4K - $1.65K
6.1K $280K
Nov 15, 2022 Q3 2022
Front Row Advisors LLC

Tiburon, CA
BUY
 -
38
+ 8.86%
$1.36K - $1.6K
467 $21.5K
Nov 14, 2022 Q3 2022
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
38
+ 0.36%
$1.36K - $1.6K
10.5K $482K
Oct 07, 2022 Q3 2022
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
22
+ 0.13%
$787 - $929
17K $782K
Oct 31, 2022 Q3 2022
Cadent Capital Advisors, LLC

BUY
 -
21
+ 0.17%
$752 - $887
12.4K $570K
Nov 09, 2022 Q3 2022
Holistic Financial Partners

BUY
 -
17
+ 0.16%
$608 - $718
10.6K $489K
Nov 14, 2022 Q3 2022
Ellis Investment Partners, LLC

BUY
 -
10
+ 0.54%
$358 - $422
1.85K $84.9K
Oct 18, 2022 Q3 2022
Ritholtz Wealth Management

BUY
 -
9
+ 0.12%
$322 - $380
7.39K $339K
Nov 14, 2022 Q3 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
5
+ 0.06%
$179 - $211
8.88K $408K
Nov 30, 2023 Q3 2022
Pfs Partners, LLC

Mine Hill, NJ
BUY
 -
4
+ 0.05%
$143 - $169
8.49K $390K
Nov 03, 2022 Q3 2022
Trustcore Financial Services, LLC

BUY
 -
4
+ 0.37%
$143 - $169
1.08K $49.6K
Nov 02, 2022 Q3 2022
North Star Investment Management Corp.

Chicago, IL
BUY
 -
3
+ 0.21%
$107 - $127
1.41K $64.7K
Jul 17, 2024 Q3 2022
Kelly Financial Services LLC

Braintree, MA
BUY
 -
2
+ 0.53%
$71.6 - $84.5
380 $17.5K
Nov 08, 2022 Q3 2022
Sage Private Wealth Group, LLC

BUY
 -
2
+ 0.4%
$71.6 - $84.5
507 $23.3K
Oct 24, 2022 Q3 2022
Dfpg Investments, LLC

BUY
 -
2
+ 0.01%
$71.6 - $84.5
28.9K $1.33M
Oct 18, 2022 Q3 2022
Clearview Wealth Advisors LLC

BUY
 -
1
+ 0.38%
$35.8 - $42.2
261 $12K
Nov 02, 2022 Q3 2022
Clear Street Markets LLC

BUY
 -
1
New
$35.8 - $42.2
1 $45.9
Oct 27, 2022 Q3 2022
Mtm Investment Management, LLC

Spartanburg, SC
SELL
 -
-1
- 0.01%
$35.8 - $42.2
15.7K $720K
Nov 14, 2022 Q3 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
SELL
 -
-1
- 0.02%
$35.8 - $42.2
6.45K $296K
Nov 14, 2022 Q3 2022
Black Rock Inc.

New York, NY
SELL
 -
-5
- 8.33%
$179 - $211
55 $2.53K
Oct 21, 2022 Q3 2022
Tria Gen Wealth Management LLC

SELL
 -
-14
- 0.09%
$501 - $591
15.6K $718K
Nov 09, 2022 Q3 2022
Raleigh Capital Management Inc.

Cary, NC
SELL
 -
-14
- 0.54%
$501 - $591
2.6K $119K
Oct 04, 2022 Q3 2022
Csenge Advisory Group

SELL
 -
-16
- 0.17%
$573 - $676
9.39K $431K
May 15, 2024 Q3 2022
Global Financial Private Client, LLC

Sarasota, FL
SELL
 -
-18
Closed
$644 - $760
0 $0
Oct 21, 2022 Q3 2022
Weitzel Financial Services, Inc.

SELL
 -
-19
- 0.26%
$680 - $802
7.28K $335K
Nov 02, 2022 Q3 2022
Plante Moran Financial Advisors, LLC

SELL
 -
-22
- 1.64%
$787 - $929
1.32K $60.6K

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