Purchases and Sales Made in Q3 2023 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 2023. 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 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
372K
New
$13.9M - $15.3M
372K $17.1M
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
328K
+ 1247.38%
$12.3M - $13.5M
354K $16.3M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
255K
+ 431.13%
$9.52M - $10.5M
314K $14.4M
Nov 13, 2023 Q3 2023
Hrt Financial LP

New York, NY
BUY
 -
225K
New
$8.42M - $9.25M
225K $10.3M
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
198K
+ 56.31%
$7.39M - $8.13M
549K $25.2M
Nov 14, 2023 Q3 2023
Kpp Advisory Services LLC

Louisville, KY
BUY
 -
176K
New
$6.57M - $7.23M
176K $8.08M
Oct 17, 2023 Q3 2023
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
154K
+ 1284.63%
$5.77M - $6.34M
166K $7.64M
Oct 17, 2023 Q3 2023
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
145K
+ 227.06%
$5.42M - $5.96M
209K $9.6M
Oct 16, 2023 Q3 2023
Beacon Financial Group

BUY
 -
140K
+ 46.53%
$5.23M - $5.75M
441K $20.2M
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
136K
New
$5.07M - $5.58M
136K $6.23M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
123K
+ 8.4%
$4.59M - $5.05M
1.59M $72.9M
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
104K
+ 644.09%
$3.9M - $4.29M
120K $5.53M
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
103K
+ 8.27%
$3.86M - $4.24M
1.35M $62M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
99.5K
New
$3.72M - $4.09M
99.5K $4.57M
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
94.8K
+ 11.17%
$3.55M - $3.9M
944K $43.4M
Nov 03, 2023 Q3 2023
N.E.W. Advisory Services LLC

BUY
 -
93.6K
New
$3.5M - $3.85M
93.6K $4.3M
Nov 14, 2023 Q3 2023
Jane Street Group, LLC

New York, NY
BUY
 -
91.8K
+ 1267.8%
$3.43M - $3.77M
99K $4.55M
Nov 08, 2023 Q3 2023
First Command Advisory Services, Inc.

BUY
 -
90.4K
New
$3.38M - $3.72M
90.4K $4.16M
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
90.1K
+ 206.06%
$3.37M - $3.7M
134K $6.15M
Nov 14, 2023 Q3 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
86.6K
New
$3.24M - $3.56M
86.6K $3.98M
Oct 16, 2023 Q3 2023
Trilogy Capital Inc.

BUY
 -
85.3K
+ 6.78%
$3.19M - $3.51M
1.34M $61.7M
Nov 14, 2023 Q3 2023
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
85K
New
$3.18M - $3.49M
85K $3.9M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
82.3K
+ 1.83%
$3.08M - $3.38M
4.59M $211M
Nov 13, 2023 Q3 2023
West Michigan Advisors, LLC

Holland, MI
BUY
 -
81.6K
New
$3.05M - $3.36M
81.6K $3.75M
Oct 24, 2023 Q3 2023
Kure Advisory, LLC

Plymouth, MN
BUY
 -
74.9K
New
$2.8M - $3.08M
74.9K $3.44M
Oct 19, 2023 Q3 2023
Bridge Advisory, LLC

BUY
 -
72.5K
New
$2.71M - $2.98M
72.5K $3.33M
May 14, 2024 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
67.9K
+ 60.09%
$2.54M - $2.79M
181K $8.32M
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
67.9K
+ 13.44%
$2.54M - $2.79M
574K $26.3M
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
66.2K
+ 1.76%
$2.47M - $2.72M
3.82M $176M
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
56.6K
+ 343.97%
$2.11M - $2.33M
73K $3.35M
Nov 08, 2023 Q3 2023
Concentrum Wealth Management

BUY
 -
53.8K
+ 69.01%
$2.01M - $2.21M
132K $6.06M
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

BUY
 -
51.4K
+ 11.26%
$1.92M - $2.11M
508K $23.4M
Oct 30, 2023 Q3 2023
Octavia Wealth Advisors, LLC

BUY
 -
40.7K
+ 7.61%
$1.52M - $1.67M
575K $26.4M
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
40.5K
+ 20.73%
$1.51M - $1.67M
236K $10.8M
Nov 14, 2023 Q3 2023
Virtu Financial LLC

New York, NY
BUY
 -
39.2K
New
$1.47M - $1.61M
39.2K $1.8M
Oct 11, 2023 Q3 2023
Hbw Advisory Services LLC

BUY
 -
36.5K
+ 62.61%
$1.37M - $1.5M
94.9K $4.36M
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
36.1K
+ 18.19%
$1.35M - $1.48M
234K $10.8M
Nov 14, 2023 Q3 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
31.6K
+ 15.24%
$1.18M - $1.3M
239K $11M
Dec 05, 2023 Q3 2023
Tap Consulting, LLC

BUY
 -
30.8K
New
$1.15M - $1.27M
30.8K $1.42M
Oct 19, 2023 Q3 2023
Gds Wealth Management

BUY
 -
26.6K
+ 6.13%
$995K - $1.09M
461K $21.2M
Nov 08, 2023 Q3 2023
Holistic Financial Partners

BUY
 -
25.7K
+ 13.96%
$959K - $1.05M
209K $9.62M
Oct 02, 2023 Q3 2023
Park National Corp

BUY
 -
25.6K
+ 5.53%
$957K - $1.05M
488K $22.4M
Nov 01, 2023 Q3 2023
Bank Of Montreal

Toronto, A6
BUY
 -
24.5K
+ 214.33%
$916K - $1.01M
35.9K $1.65M
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
23.6K
+ 6.17%
$883K - $971K
407K $18.7M
Nov 09, 2023 Q3 2023
Blair William & CO

Chicago, IL
BUY
 -
22.7K
+ 9.42%
$848K - $932K
264K $12.1M
Nov 14, 2023 Q3 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
21.5K
+ 18.61%
$805K - $886K
137K $6.31M
Jul 22, 2024 Q3 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
19K
New
$710K - $780K
19K $872K
Nov 09, 2023 Q3 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
18.9K
+ 3578.45%
$708K - $778K
19.5K $894K
Nov 01, 2023 Q3 2023
Fountainhead Am, LLC

Warren, NJ
BUY
 -
18.7K
+ 4.37%
$699K - $768K
446K $20.5M

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