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 |
|---|---|---|---|---|---|---|---|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-26- 0.16% |
$931 - $1.1K
|
16.1K
$718K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-29- 0.36% |
$1.04K - $1.22K
|
8.02K
$358K
|
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-40- 0.35% |
$1.43K - $1.69K
|
11.3K
$502K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-48- 0.14% |
$1.72K - $2.03K
|
35.2K
$1.57M
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
SELL
|
- |
-50- 0.6% |
$1.79K - $2.11K
|
8.35K
$372K
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
SELL
|
- |
-56- 0.51% |
$2K - $2.36K
|
10.9K
$487K
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-64- 0.54% |
$2.29K - $2.7K
|
11.7K
$524K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-65- 6.77% |
$2.33K - $2.74K
|
895
$39.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-84- 0.6% |
$3.01K - $3.55K
|
13.9K
$618K
|
|
|
Oct 11, 2022
Q3 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-86- 0.35% |
$3.08K - $3.63K
|
24.4K
$1.09M
|
|
|
Oct 14, 2022
Q3 2022
|
Petix & Botte CO
|
SELL
|
- |
-94- 0.04% |
$3.36K - $3.97K
|
250K
$11.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-100- 2.65% |
$3.58K - $4.22K
|
3.67K
$164K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-116- 1.02% |
$4.15K - $4.9K
|
11.2K
$501K
|
|
|
Nov 08, 2022
Q3 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-122- 0.78% |
$4.37K - $5.15K
|
15.4K
$688K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-125- 6.58% |
$4.47K - $5.28K
|
1.78K
$79.1K
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-148- 0.29% |
$5.3K - $6.25K
|
51K
$2.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-150- 2.31% |
$5.37K - $6.33K
|
6.35K
$283K
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-167- 1.23% |
$5.98K - $7.05K
|
13.4K
$598K
|
|
|
Oct 13, 2022
Q3 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-168- 33.27% |
$6.01K - $7.09K
|
337
$15K
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-179- 2.28% |
$6.41K - $7.56K
|
7.66K
$341K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-184- 0.22% |
$6.59K - $7.77K
|
82.8K
$3.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-200- 2.59% |
$7.16K - $8.45K
|
7.52K
$335K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-217- 2.17% |
$7.77K - $9.16K
|
9.77K
$436K
|
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-224- 0.74% |
$8.02K - $9.46K
|
30.2K
$1.35M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-229- 0.34% |
$8.2K - $9.67K
|
68.1K
$3.04M
|
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-242- 1.02% |
$8.66K - $10.2K
|
23.4K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-252- 0.1% |
$9.02K - $10.6K
|
264K
$11.8M
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-259- 0.09% |
$9.27K - $10.9K
|
277K
$12.3M
|
|
|
Oct 06, 2022
Q3 2022
|
Act Advisors, Llc.
|
SELL
|
- |
-270- 3.83% |
$9.66K - $11.4K
|
6.78K
$302K
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-282- 11.75% |
$10.1K - $11.9K
|
2.12K
$94.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-295- 1.21% |
$10.6K - $12.5K
|
24.1K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-300- 3.06% |
$10.7K - $12.7K
|
9.51K
$424K
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-311- 3.77% |
$11.1K - $13.1K
|
7.95K
$354K
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-318- 5.25% |
$11.4K - $13.4K
|
5.74K
$256K
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-319- 1.06% |
$11.4K - $13.5K
|
29.8K
$1.33M
|
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-375- 3.28% |
$13.4K - $15.8K
|
11.1K
$493K
|
|
|
Nov 10, 2022
Q3 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-382- 2.57% |
$13.7K - $16.1K
|
14.5K
$646K
|
|
|
Oct 26, 2022
Q3 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-396- 0.94% |
$14.2K - $16.7K
|
41.5K
$1.85M
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-437- 3.03% |
$15.6K - $18.5K
|
14K
$623K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-441- 0.8% |
$15.8K - $18.6K
|
55K
$2.45M
|
|
|
Nov 08, 2022
Q3 2022
|
Planning Directions Inc
|
SELL
|
- |
-450- 1.05% |
$16.1K - $19K
|
42.4K
$1.89M
|
|
|
Nov 09, 2022
Q3 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-495- 0.39% |
$17.7K - $20.9K
|
127K
$5.65M
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-565- 1.92% |
$20.2K - $23.9K
|
28.9K
$1.29M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-589- 1.51% |
$21.1K - $24.9K
|
38.4K
$1.71M
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-638- 6.1% |
$22.8K - $26.9K
|
9.82K
$438K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-640- 35.75% |
$22.9K - $27K
|
1.15K
$51.3K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-697- 0.81% |
$24.9K - $29.4K
|
85.6K
$3.82M
|
|
|
Oct 24, 2022
Q3 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-700- 2.74% |
$25.1K - $29.6K
|
24.9K
$1.11M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-789- 11.03% |
$28.2K - $33.3K
|
6.36K
$284K
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-802- 2.12% |
$28.7K - $33.9K
|
37.1K
$1.65M
|