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 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.73K- 1.01% |
$169K - $200K
|
463K
$21.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.8K- 2.99% |
$172K - $203K
|
156K
$7.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-4.97K- 23.15% |
$178K - $210K
|
16.5K
$763K
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-5.03K- 6.43% |
$180K - $213K
|
73.3K
$3.39M
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5.29K- 24.71% |
$189K - $223K
|
16.1K
$745K
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
SELL
|
- |
-5.52K- 3.45% |
$198K - $233K
|
155K
$7.15M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.43K- 1.23% |
$230K - $271K
|
517K
$23.9M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-6.46K- 3.44% |
$231K - $273K
|
181K
$8.39M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-6.74K- 14.77% |
$241K - $285K
|
38.9K
$1.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.88K- 1.47% |
$246K - $291K
|
462K
$21.4M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-7.28K- 1.41% |
$261K - $307K
|
508K
$23.5M
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
SELL
|
- |
-7.36K- 5.98% |
$263K - $311K
|
116K
$5.36M
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.56K- 10.04% |
$270K - $319K
|
67.7K
$3.13M
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-7.82K- 5.16% |
$280K - $330K
|
144K
$6.65M
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-8.4K- 7.97% |
$300K - $355K
|
97K
$4.48M
|
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
SELL
|
- |
-8.6K- 33.24% |
$308K - $363K
|
17.3K
$798K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-8.72K- 42.41% |
$312K - $368K
|
11.8K
$548K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-10K- 14.28% |
$358K - $423K
|
60.1K
$2.78M
|
|
|
Oct 31, 2022
Q3 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-11.1K- 40.09% |
$396K - $467K
|
16.5K
$765K
|
|
|
Oct 21, 2022
Q3 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-11.3K- 33.34% |
$404K - $477K
|
22.6K
$1.04M
|
|
|
Oct 26, 2022
Q3 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-11.6K- 40.71% |
$416K - $491K
|
16.9K
$783K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11.7K- 8.53% |
$420K - $496K
|
126K
$5.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-12.4K- 27.33% |
$442K - $522K
|
32.8K
$1.52M
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-12.7K- 16.59% |
$454K - $536K
|
63.7K
$2.95M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-13K- 6.38% |
$467K - $551K
|
191K
$8.85M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
SELL
|
- |
-13K- 6.38% |
$467K - $551K
|
191K
$8.85M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-13.5K- 1.68% |
$481K - $568K
|
788K
$36.5M
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-14.4K- 49.67% |
$517K - $609K
|
14.6K
$676K
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-14.7K- 4.3% |
$525K - $619K
|
326K
$15.1M
|
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-15.2K- 3.29% |
$544K - $642K
|
447K
$20.7M
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-15.6K- 27.71% |
$557K - $657K
|
40.6K
$1.88M
|
|
|
Oct 25, 2022
Q3 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-16.8K- 6.96% |
$601K - $709K
|
224K
$10.4M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-17.5K- 5.34% |
$625K - $737K
|
309K
$14.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-18.4K- 1.85% |
$659K - $777K
|
977K
$45.2M
|
|
|
Oct 26, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-20.9K- 13.0% |
$748K - $882K
|
140K
$6.47M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-23.6K- 4.56% |
$846K - $998K
|
495K
$22.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-25.7K- 28.99% |
$921K - $1.09M
|
63.1K
$2.92M
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
SELL
|
- |
-30.2K- 63.04% |
$1.08M - $1.28M
|
17.7K
$820K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-31.8K- 5.07% |
$1.14M - $1.34M
|
596K
$27.6M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-34.5K- 13.88% |
$1.24M - $1.46M
|
214K
$9.9M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-39K- 24.41% |
$1.39M - $1.65M
|
121K
$5.58M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-44.1K- 12.88% |
$1.58M - $1.86M
|
298K
$13.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-48.3K- 19.78% |
$1.73M - $2.04M
|
196K
$9.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-51.1K- 8.82% |
$1.83M - $2.16M
|
528K
$24.4M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-65.6K- 12.66% |
$2.35M - $2.77M
|
453K
$20.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-67.2K- 4.63% |
$2.4M - $2.84M
|
1.38M
$64M
|
|
|
Nov 14, 2022
Q3 2022
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-68.5K- 13.33% |
$2.45M - $2.89M
|
445K
$20.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-72K- 18.48% |
$2.58M - $3.04M
|
318K
$14.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-86.3K- 1.81% |
$3.09M - $3.65M
|
4.67M
$216M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-106K- 31.6% |
$3.79M - $4.47M
|
229K
$10.6M
|