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 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
57.8KNew |
$2.06M - $2.39M
|
57.8K
$2.56M
|
|
|
Apr 21, 2023
Q4 2022
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
57.7KNew |
$2.05M - $2.39M
|
57.7K
$2.56M
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
56.5K+ 6.94% |
$2.01M - $2.34M
|
870K
$38.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
54.7K+ 5.6% |
$1.95M - $2.27M
|
1.03M
$45.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
52.5K+ 7.72% |
$1.87M - $2.18M
|
732K
$32.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
49.6K+ 23.25% |
$1.76M - $2.05M
|
263K
$11.6M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
48.4K+ 250.02% |
$1.72M - $2.01M
|
67.7K
$3M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
46.8K+ 23.49% |
$1.67M - $1.94M
|
246K
$10.9M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
40.8K+ 72.79% |
$1.45M - $1.69M
|
96.9K
$4.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
39.4KNew |
$1.4M - $1.63M
|
39.4K
$1.75M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
39.3K+ 3.89% |
$1.4M - $1.63M
|
1.05M
$46.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
39.1K+ 4.03% |
$1.39M - $1.62M
|
1.01M
$44.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
38.2K+ 107.54% |
$1.36M - $1.59M
|
73.8K
$3.27M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
38K+ 56.14% |
$1.35M - $1.58M
|
106K
$4.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
35.9K+ 6.63% |
$1.28M - $1.49M
|
577K
$25.6M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
35.7K+ 82.9% |
$1.27M - $1.48M
|
78.8K
$3.49M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
35.7K+ 82.9% |
$1.27M - $1.48M
|
78.8K
$3.49M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
35.1K+ 457.93% |
$1.25M - $1.45M
|
42.7K
$1.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
32.5K+ 16.16% |
$1.16M - $1.35M
|
234K
$10.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
32.5K+ 35.53% |
$1.16M - $1.35M
|
124K
$5.49M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
31.4K+ 49.18% |
$1.12M - $1.3M
|
95.1K
$4.21M
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
30.6KNew |
$1.09M - $1.27M
|
30.6K
$1.36M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
30.3K+ 13.23% |
$1.08M - $1.26M
|
260K
$11.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
29.7K+ 14.55% |
$1.06M - $1.23M
|
234K
$10.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
29KNew |
$1.03M - $1.2M
|
29K
$1.28M
|
|
|
Feb 02, 2023
Q4 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
28.7K+ 127.22% |
$1.02M - $1.19M
|
51.3K
$2.27M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
28.3KNew |
$1.01M - $1.17M
|
28.3K
$1.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
27.2K+ 89.47% |
$970K - $1.13M
|
57.7K
$2.56M
|
|
|
Feb 09, 2023
Q4 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
26.9K+ 8.73% |
$959K - $1.12M
|
335K
$14.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
23.8KNew |
$848K - $988K
|
23.8K
$1.06M
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
23.6K+ 79.53% |
$840K - $978K
|
53.3K
$2.36M
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
22.6KNew |
$805K - $938K
|
22.6K
$1M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22.2K+ 31.6% |
$791K - $921K
|
92.5K
$4.1M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
22K+ 40.63% |
$783K - $911K
|
76.1K
$3.37M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.8K+ 0.47% |
$777K - $905K
|
4.69M
$208M
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
21K+ 9.53% |
$749K - $873K
|
242K
$10.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
21K+ 11.63% |
$749K - $873K
|
202K
$8.96M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
20.2KNew |
$721K - $839K
|
20.2K
$897K
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
20KNew |
$713K - $830K
|
20K
$887K
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
20K+ 60.75% |
$710K - $827K
|
52.8K
$2.34M
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
17.4K+ 9.52% |
$621K - $723K
|
201K
$8.89M
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17.1K+ 4.59% |
$609K - $709K
|
389K
$17.3M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
17K+ 6.97% |
$606K - $706K
|
261K
$11.6M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16.8K+ 13.33% |
$598K - $696K
|
143K
$6.32M
|
|
|
Jan 26, 2023
Q4 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
15.9K+ 4.39% |
$565K - $658K
|
378K
$16.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
15.6K+ 26.59% |
$556K - $647K
|
74.3K
$3.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
14.4KNew |
$514K - $598K
|
14.4K
$639K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
14.2K+ 0.87% |
$504K - $587K
|
1.63M
$72.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
14KNew |
$498K - $580K
|
14K
$620K
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
13.6KNew |
$485K - $564K
|
13.6K
$603K
|