Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.64M+ 22.34% |
$58.6M - $68.2M
|
9M
$394M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
919K+ 4.32% |
$32.7M - $38.1M
|
22.2M
$970M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
784K+ 2117.61% |
$27.9M - $32.5M
|
821K
$35.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
598K+ 7357.95% |
$21.3M - $24.8M
|
606K
$26.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
416KNew |
$14.8M - $17.3M
|
416K
$18.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
415KNew |
$14.8M - $17.2M
|
415K
$18.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
413K+ 47.85% |
$14.7M - $17.1M
|
1.28M
$55.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
411K+ 36.33% |
$14.7M - $17.1M
|
1.54M
$67.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
321K+ 4554.48% |
$11.4M - $13.3M
|
328K
$14.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
244KNew |
$8.68M - $10.1M
|
244K
$10.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
236K+ 5.8% |
$8.4M - $9.78M
|
4.31M
$188M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
217KNew |
$7.72M - $8.98M
|
217K
$9.47M
|
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
209K+ 943.23% |
$7.43M - $8.65M
|
231K
$10.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
195K+ 46.09% |
$6.93M - $8.07M
|
617K
$27M
|
|
|
Jan 31, 2023
Q4 2022
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
168KNew |
$5.98M - $6.96M
|
168K
$7.34M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
163K+ 20.0% |
$5.8M - $6.75M
|
976K
$42.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
156K+ 2.27% |
$5.57M - $6.48M
|
7.05M
$308M
|
|
|
Feb 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
144KNew |
$5.14M - $5.98M
|
144K
$6.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
139K+ 14.74% |
$4.95M - $5.77M
|
1.08M
$47.3M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
130K+ 14.05% |
$4.62M - $5.38M
|
1.05M
$46M
|
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
129K+ 2.6% |
$4.61M - $5.36M
|
5.1M
$223M
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
125K+ 28.01% |
$4.46M - $5.19M
|
572K
$25M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
109K+ 1.99% |
$3.9M - $4.54M
|
5.6M
$245M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
106K+ 2.51% |
$3.79M - $4.41M
|
4.34M
$190M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
106K+ 3.1% |
$3.78M - $4.4M
|
3.53M
$154M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
99KNew |
$3.52M - $4.1M
|
99K
$4.32M
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
95.7KNew |
$3.41M - $3.97M
|
95.7K
$4.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
95.2KNew |
$3.39M - $3.95M
|
95.2K
$4.16M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
93.7KNew |
$3.34M - $3.89M
|
93.7K
$4.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
90.7KNew |
$3.23M - $3.76M
|
90.7K
$3.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
86.2K+ 9.57% |
$3.07M - $3.57M
|
987K
$43.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
85.7K+ 50.34% |
$3.05M - $3.55M
|
256K
$11.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
85.6K+ 0.92% |
$3.05M - $3.55M
|
9.39M
$410M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
84.3K+ 39.28% |
$3M - $3.49M
|
299K
$13.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
81.9KNew |
$2.92M - $3.4M
|
81.9K
$3.58M
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
81.7K+ 56.62% |
$2.91M - $3.39M
|
226K
$9.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
80.3K+ 752.04% |
$2.86M - $3.33M
|
90.9K
$3.97M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
77.1K+ 29.61% |
$2.75M - $3.2M
|
338K
$14.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
77KNew |
$2.74M - $3.19M
|
77K
$3.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
76.2K+ 14.75% |
$2.71M - $3.16M
|
593K
$25.9M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
76.1KNew |
$2.71M - $3.15M
|
76.1K
$3.32M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
75.6K+ 41.78% |
$2.69M - $3.13M
|
256K
$11.2M
|
|
|
May 31, 2023
Q4 2022
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
72.7KNew |
$2.59M - $3.02M
|
72.7K
$3.18M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
71.8K+ 3.91% |
$2.56M - $2.97M
|
1.91M
$83.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
68.4K+ 8.68% |
$2.44M - $2.84M
|
857K
$37.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
64.8KNew |
$2.31M - $2.69M
|
64.8K
$2.83M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
63.5K+ 21.29% |
$2.26M - $2.63M
|
362K
$15.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
62.4K+ 15.86% |
$2.22M - $2.59M
|
456K
$19.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
61.3K+ 31.3% |
$2.18M - $2.54M
|
257K
$11.2M
|
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
57.8KNew |
$2.06M - $2.4M
|
57.8K
$2.52M
|