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
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
13K+ 145.98% |
$462K - $538K
|
21.9K
$959K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.7KNew |
$451K - $525K
|
12.7K
$555K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
12.1K+ 6.97% |
$430K - $500K
|
185K
$8.13M
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
BUY
|
- |
11.9KNew |
$424K - $493K
|
11.9K
$522K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
11.4K+ 98.1% |
$408K - $475K
|
23.1K
$1.01M
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
11.4K+ 9.76% |
$406K - $473K
|
128K
$5.63M
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
11.4K+ 17.76% |
$406K - $473K
|
75.6K
$3.32M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
11.1K+ 9.92% |
$395K - $460K
|
123K
$5.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
11.1K+ 117.85% |
$395K - $459K
|
20.5K
$899K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
11.1KNew |
$394K - $459K
|
11.1K
$485K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
10.9K+ 1.68% |
$388K - $451K
|
660K
$28.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.6K+ 2.31% |
$379K - $441K
|
472K
$20.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
10.3KNew |
$366K - $426K
|
10.3K
$451K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
10.2K+ 29.41% |
$364K - $424K
|
45K
$1.98M
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
9.78K+ 4.73% |
$348K - $405K
|
217K
$9.51M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
9.58K+ 6.3% |
$341K - $397K
|
162K
$7.1M
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
9.2KNew |
$328K - $381K
|
9.2K
$404K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
9.17K+ 6.38% |
$327K - $380K
|
153K
$6.71M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9.11K+ 8.24% |
$324K - $378K
|
120K
$5.25M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8.25K+ 24.11% |
$294K - $342K
|
42.5K
$1.86M
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
8.11K+ 5.76% |
$289K - $336K
|
149K
$6.53M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.91K+ 58.09% |
$282K - $328K
|
21.5K
$944K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.78K+ 23.83% |
$277K - $322K
|
40.4K
$1.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
7.29KNew |
$260K - $302K
|
7.29K
$320K
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
7.27KNew |
$259K - $301K
|
7.27K
$319K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
7.17K+ 2.84% |
$255K - $297K
|
259K
$11.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7.16KNew |
$255K - $297K
|
7.16K
$314K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.99K+ 10.18% |
$249K - $290K
|
75.7K
$3.32M
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.97KNew |
$248K - $289K
|
6.97K
$306K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
6.63KNew |
$236K - $275K
|
6.63K
$291K
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.49KNew |
$231K - $269K
|
6.49K
$285K
|
|
|
Feb 10, 2023
Q4 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
6.19K+ 5.19% |
$220K - $257K
|
125K
$5.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Treasure Coast Financial Planning
|
BUY
|
- |
6.03KNew |
$215K - $250K
|
6.03K
$265K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
5.92K+ 1.31% |
$211K - $246K
|
459K
$20.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
5.9KNew |
$210K - $245K
|
5.9K
$259K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.82KNew |
$207K - $241K
|
5.82K
$255K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
5.76KNew |
$205K - $239K
|
5.76K
$253K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
5.66KNew |
$201K - $234K
|
5.66K
$248K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.42K+ 3.31% |
$193K - $225K
|
169K
$7.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
5.3KNew |
$189K - $220K
|
5.3K
$232K
|
|
|
Feb 06, 2023
Q4 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
5.27KNew |
$188K - $218K
|
5.27K
$231K
|
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
5.25KNew |
$187K - $217K
|
5.25K
$230K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
5.22KNew |
$186K - $216K
|
5.22K
$229K
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
5.21K+ 5.38% |
$186K - $216K
|
102K
$4.48M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
5.19KNew |
$185K - $215K
|
5.19K
$227K
|
|
|
Jan 17, 2023
Q4 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
5.16KNew |
$184K - $214K
|
5.16K
$226K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
5.07K+ 1.92% |
$181K - $210K
|
269K
$11.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.8K+ 4.62% |
$171K - $199K
|
109K
$4.77M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.8K+ 4.62% |
$171K - $199K
|
109K
$4.77M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
4.71K+ 6.09% |
$168K - $195K
|
82K
$3.6M
|