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 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
4.6K+ 28.61% |
$164K - $191K
|
20.7K
$917K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
4.57K+ 2.52% |
$163K - $189K
|
186K
$8.24M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.38K+ 54.52% |
$156K - $181K
|
12.4K
$550K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.26K+ 6760.32% |
$152K - $177K
|
4.32K
$192K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.25K+ 1.65% |
$151K - $176K
|
261K
$11.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
3.68K+ 9.74% |
$131K - $153K
|
41.5K
$1.84M
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3.68K+ 3.66% |
$131K - $153K
|
104K
$4.61M
|
|
|
Feb 09, 2023
Q4 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
3.61K+ 15.26% |
$129K - $150K
|
27.3K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3.53K+ 2.87% |
$126K - $146K
|
127K
$5.61M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.42K+ 5.42% |
$122K - $142K
|
66.5K
$2.95M
|
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
3.33K+ 2.83% |
$118K - $138K
|
121K
$5.36M
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
3.29K+ 15.74% |
$117K - $136K
|
24.2K
$1.07M
|
|
|
Jan 26, 2023
Q4 2022
|
Santori & Peters, Inc.
|
BUY
|
- |
3.24K+ 5.63% |
$115K - $134K
|
60.7K
$2.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3K+ 0.28% |
$107K - $124K
|
1.08M
$48M
|
|
|
Feb 03, 2023
Q4 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
2.8K+ 16.54% |
$99.7K - $116K
|
19.7K
$874K
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
2.72K+ 15.75% |
$96.8K - $113K
|
20K
$886K
|
|
|
Nov 14, 2024
Q4 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
2.53K+ 18.79% |
$90K - $105K
|
16K
$708K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.53KNew |
$89.9K - $105K
|
2.53K
$112K
|
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
2.52K+ 2.75% |
$89.9K - $105K
|
94.4K
$4.18M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
2.51K+ 0.91% |
$89.4K - $104K
|
279K
$12.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
2.5K+ 5.53% |
$89.1K - $104K
|
47.7K
$2.12M
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.44K+ 12.7% |
$86.7K - $101K
|
21.6K
$958K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.4KNew |
$85.5K - $99.5K
|
2.4K
$106K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.29K+ 7.4% |
$81.6K - $95K
|
33.2K
$1.47M
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
2.11KNew |
$75.1K - $87.5K
|
2.11K
$93.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.06K+ 7.37% |
$73.2K - $85.2K
|
29.9K
$1.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.93K+ 5.45% |
$68.6K - $79.9K
|
37.3K
$1.65M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.89K+ 3.44% |
$67.3K - $78.4K
|
56.9K
$2.52M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.89KNew |
$67.3K - $78.3K
|
1.89K
$83.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.83K+ 4.28% |
$65K - $75.7K
|
44.5K
$1.97M
|
|
|
Jan 31, 2023
Q4 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.77K+ 27.91% |
$62.9K - $73.3K
|
8.1K
$359K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.76KNew |
$62.8K - $73.1K
|
1.76K
$78.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.69K+ 6.23% |
$60K - $69.9K
|
28.7K
$1.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.67K+ 24.65% |
$59.3K - $69.1K
|
8.43K
$373K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.65K+ 6.85% |
$58.7K - $68.3K
|
25.7K
$1.14M
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
1.51KNew |
$53.9K - $62.7K
|
1.51K
$67.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.48K+ 2.12% |
$52.8K - $61.4K
|
71.4K
$3.16M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.44KNew |
$51.2K - $59.7K
|
1.44K
$63.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.4K+ 6.78% |
$49.9K - $58.1K
|
22.1K
$978K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.37K+ 7.42% |
$48.7K - $56.7K
|
19.8K
$878K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.34K+ 0.34% |
$47.8K - $55.7K
|
402K
$17.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
1.28K+ 2.69% |
$45.6K - $53.1K
|
48.9K
$2.17M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.27K+ 16.47% |
$45.3K - $52.7K
|
8.99K
$399K
|
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.27K+ 6.63% |
$45.2K - $52.7K
|
20.4K
$905K
|
|
|
Feb 14, 2023
Q4 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.24K+ 0.97% |
$44K - $51.2K
|
128K
$5.67M
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
BUY
|
- |
1.16K+ 2.0% |
$41.3K - $48.1K
|
59.3K
$2.63M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.13K+ 17.82% |
$40.4K - $47K
|
7.5K
$332K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.1K+ 0.31% |
$39.3K - $45.7K
|
359K
$15.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.09KNew |
$38.9K - $45.3K
|
1.09K
$48.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.03K+ 15.46% |
$36.5K - $42.5K
|
7.66K
$339K
|