Purchases and Sales Made in Q4 2022 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 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
Jan 27, 2023 Q4 2022
Peak Financial Management, Inc.

BUY
 -
1K
+ 17.24%
$35.6K - $41.5K
6.8K $298K
Feb 01, 2023 Q4 2022
Walker Asset Management, LLC

BUY
 -
980
+ 2.5%
$34.9K - $40.6K
40.1K $1.76M
Jan 09, 2023 Q4 2022
Minich Mac Gregor Wealth Management, LLC

BUY
 -
950
New
$33.8K - $39.4K
950 $41.7K
Feb 23, 2023 Q4 2022
Tandem Wealth Advisors LLC

Phoenix, AZ
BUY
 -
904
New
$32.2K - $37.5K
904 $39.7K
Feb 17, 2023 Q4 2022
Compass Wealth Management LLC

Guilford, CT
BUY
 -
888
New
$31.6K - $36.8K
888 $39K
Jan 20, 2023 Q4 2022
Intrua Financial, LLC

Houston, TX
BUY
 -
881
+ 6.57%
$31.4K - $36.5K
14.3K $627K
Feb 13, 2023 Q4 2022
Baker Avenue Asset Management, LP

BUY
 -
795
New
$28.3K - $33K
795 $34.9K
Jan 25, 2023 Q4 2022
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
770
+ 0.56%
$27.4K - $31.9K
139K $6.11M
Jan 19, 2023 Q4 2022
Psi Advisors, LLC

BUY
 -
742
+ 1.06%
$26.4K - $30.8K
70.7K $3.1M
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
720
+ 36.51%
$25.6K - $29.9K
2.69K $118K
Feb 14, 2023 Q4 2022
Willner & Heller, LLC

BUY
 -
591
+ 2.82%
$21K - $24.5K
21.6K $947K
Feb 07, 2023 Q4 2022
Fortress Wealth Group, LLC

Orlando, FL
BUY
 -
588
+ 0.17%
$20.9K - $24.4K
355K $15.6M
Feb 10, 2023 Q4 2022
Cherry Creek Investment Advisors, Inc.

BUY
 -
572
+ 0.43%
$20.4K - $23.7K
135K $5.91M
Feb 14, 2023 Q4 2022
Park Place Capital Corp

Birmingham, AL
BUY
 -
500
New
$17.8K - $20.7K
500 $21.9K
Feb 13, 2023 Q4 2022
Truvestments Capital LLC

Sarasota, FL
BUY
 -
492
New
$17.5K - $20.4K
492 $21.6K
Feb 14, 2023 Q4 2022
Soundwatch Capital LLC

New York, NY
BUY
 -
452
New
$16.1K - $18.7K
452 $19.8K
Jan 12, 2023 Q4 2022
Baystate Wealth Management LLC

BUY
 -
440
+ 1.53%
$15.7K - $18.2K
29.3K $1.28M
Feb 03, 2023 Q4 2022
Tortoise Investment Management, LLC

BUY
 -
343
New
$12.2K - $14.2K
343 $15K
Feb 09, 2023 Q4 2022
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
340
+ 0.11%
$12.1K - $14.1K
318K $13.9M
Feb 13, 2023 Q4 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
337
+ 0.96%
$12K - $14K
35.6K $1.56M
May 11, 2023 Q4 2022
Tucker Asset Management LLC

Littleton, CO
BUY
 -
321
+ 6.73%
$11.4K - $13.3K
5.09K $223K
Feb 14, 2023 Q4 2022
Claro Advisors LLC

Boston, MA
BUY
 -
310
+ 0.23%
$11K - $12.9K
138K $6.06M
Jan 18, 2023 Q4 2022
Calton & Associates, Inc.

BUY
 -
304
+ 0.6%
$10.8K - $12.6K
51.4K $2.25M
Jan 30, 2023 Q4 2022
Castle Rock Wealth Management, LLC

BUY
 -
292
+ 1.74%
$10.4K - $12.1K
17.1K $749K
Jan 18, 2023 Q4 2022
Ritholtz Wealth Management

BUY
 -
267
+ 3.61%
$9.51K - $11.1K
7.66K $336K
Feb 14, 2023 Q4 2022
First Manhattan CO

New York, NY
BUY
 -
257
+ 25.7%
$9.15K - $10.7K
1.26K $55.1K
Feb 14, 2023 Q4 2022
Headlands Technologies LLC

Chicago, IL
BUY
 -
257
New
$9.15K - $10.7K
257 $11.3K
Feb 09, 2023 Q4 2022
Plante Moran Financial Advisors, LLC

BUY
 -
248
+ 18.79%
$8.83K - $10.3K
1.57K $68.8K
Feb 02, 2023 Q4 2022
Institute For Wealth Management, Llc.

BUY
 -
242
+ 0.97%
$8.62K - $10K
25.1K $1.1M
Jan 30, 2023 Q4 2022
Simon Quick Advisors, LLC

BUY
 -
241
+ 0.69%
$8.58K - $9.99K
35.3K $1.55M
Jan 31, 2023 Q4 2022
Sargent Investment Group, LLC

BUY
 -
240
+ 1.21%
$8.55K - $9.95K
20.2K $884K
Feb 22, 2023 Q4 2022
Kovack Advisors, Inc.

BUY
 -
227
+ 0.26%
$8.08K - $9.41K
87.7K $3.85M
Feb 13, 2023 Q4 2022
Northeast Financial Consultants Inc

Westport, CT
BUY
 -
206
+ 0.69%
$7.34K - $8.54K
30.2K $1.32M
Feb 14, 2023 Q4 2022
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
200
New
$7.12K - $8.29K
200 $8.77K
Feb 13, 2023 Q4 2022
Ford Financial Group, LLC

BUY
 -
139
+ 0.59%
$4.95K - $5.76K
23.6K $1.03M
Jan 27, 2023 Q4 2022
Concord Wealth Partners

BUY
 -
135
New
$4.81K - $5.6K
135 $5.92K
Feb 13, 2023 Q4 2022
Kraematon Investment Advisors, Inc

BUY
 -
130
+ 0.14%
$4.63K - $5.39K
95.4K $4.19M
Jan 18, 2023 Q4 2022
Purus Wealth Management, LLC

BUY
 -
125
+ 0.86%
$4.45K - $5.18K
14.6K $641K
Jan 30, 2023 Q4 2022
Waterfront Wealth Inc.

BUY
 -
120
+ 1.37%
$4.27K - $4.98K
8.89K $390K
Mar 01, 2023 Q4 2022
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
107
+ 0.48%
$3.81K - $4.44K
22.5K $989K
Feb 14, 2023 Q4 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
100
New
$3.56K - $4.15K
100 $4.39K
Feb 14, 2023 Q4 2022
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
97
+ 0.32%
$3.45K - $4.02K
30.3K $1.33M
Feb 14, 2023 Q4 2022
Veritable, L.P.

Newtown Square, PA
BUY
 -
92
+ 0.69%
$3.28K - $3.81K
13.5K $591K
Feb 03, 2023 Q4 2022
Ieq Capital, LLC

BUY
 -
81
+ 0.69%
$2.88K - $3.36K
11.8K $519K
Jan 30, 2023 Q4 2022
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
59
New
$2.1K - $2.45K
59 $2.59K
Feb 13, 2023 Q4 2022
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
48
+ 0.46%
$1.71K - $1.99K
10.5K $462K
Jan 11, 2023 Q4 2022
My Personal Cfo, LLC

BUY
 -
48
New
$1.71K - $1.99K
48 $2.11K
Feb 15, 2023 Q4 2022
Financial Gravity Asset Management, Inc.

BUY
 -
40
New
$1.42K - $1.66K
40 $1.75K
Feb 07, 2023 Q4 2022
Holistic Financial Partners

BUY
 -
39
+ 0.37%
$1.39K - $1.62K
10.7K $468K

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