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
Feb 09, 2023 Q4 2022
Moors & Cabot, Inc.

Boston, MA
BUY
 -
35
+ 0.37%
$1.25K - $1.45K
9.46K $431K
Feb 01, 2023 Q4 2022
Castleview Partners, LLC

Dallas, TX
BUY
 -
32
+ 56.14%
$1.14K - $1.33K
89 $4.05K
Feb 07, 2023 Q4 2022
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
31
+ 1.19%
$1.1K - $1.29K
2.63K $120K
Aug 13, 2024 Q4 2022
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
30
+ 3.35%
$1.07K - $1.24K
925 $42.1K
Jan 13, 2023 Q4 2022
Cadent Capital Advisors, LLC

BUY
 -
28
+ 0.23%
$997 - $1.16K
12.4K $566K
Jan 17, 2023 Q4 2022
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
28
+ 0.16%
$997 - $1.16K
17.1K $776K
Jan 10, 2023 Q4 2022
Ewg Elevate Inc.

BUY
 -
25
New
$890 - $1.04K
25 $1.14K
Feb 10, 2023 Q4 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
24
+ 0.37%
$855 - $995
6.48K $295K
Feb 09, 2023 Q4 2022
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
21
+ 0.54%
$748 - $871
3.95K $180K
Feb 06, 2023 Q4 2022
Synovus Financial Corp

Columbus, GA
BUY
 -
18
+ 0.11%
$641 - $746
16.1K $735K
Jan 23, 2023 Q4 2022
Lex Aurum Advisors, LLC

BUY
 -
15
+ 0.15%
$534 - $622
9.83K $448K
Feb 14, 2023 Q4 2022
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
9
+ 0.05%
$320 - $373
19.7K $897K
Jan 31, 2023 Q4 2022
Westside Investment Management, Inc.

BUY
 -
8
+ 0.04%
$285 - $332
21.4K $972K
Feb 10, 2023 Q4 2022
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
5
+ 0.01%
$178 - $207
47.4K $2.16M
Feb 15, 2023 Q4 2022
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
5
+ 0.06%
$178 - $207
8.27K $376K
Jan 11, 2023 Q4 2022
North Star Investment Management Corp.

Chicago, IL
BUY
 -
5
+ 0.35%
$178 - $207
1.41K $64.4K
Jul 10, 2024 Q4 2022
Strategic Financial Partners, Ltd.

Bend, OR
BUY
 -
5
+ 0.04%
$178 - $207
12.5K $569K
Jan 25, 2023 Q4 2022
Whittier Trust CO

BUY
 -
4
+ 0.53%
$142 - $166
752 $34.2K
Jan 30, 2023 Q4 2022
Moloney Securities Asset Management, LLC

BUY
 -
3
+ 0.02%
$107 - $124
16.6K $755K
Jul 17, 2024 Q4 2022
Kelly Financial Services LLC

Braintree, MA
BUY
 -
3
+ 0.79%
$107 - $124
383 $17.4K
Feb 02, 2023 Q4 2022
Dfpg Investments, LLC

BUY
 -
3
+ 0.01%
$107 - $124
28.9K $1.32M
Feb 09, 2023 Q4 2022
Keystone Wealth Services, LLC

BUY
 -
3
+ 0.02%
$107 - $124
14.9K $677K
Jan 31, 2023 Q4 2022
Clearview Wealth Advisors LLC

BUY
 -
2
+ 0.77%
$71.2 - $82.9
263 $12K
Feb 13, 2023 Q4 2022
Trustcore Financial Services, LLC

BUY
 -
2
+ 0.19%
$71.2 - $82.9
1.08K $49.2K
Feb 14, 2023 Q4 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-1
- 0.01%
$35.6 - $41.5
14.3K $652K
Feb 08, 2023 Q4 2022
Act Advisors, Llc.

SELL
 -
-9
- 0.13%
$320 - $373
6.77K $308K
Jan 24, 2023 Q4 2022
Harbor Investment Advisory, LLC

SELL
 -
-13
- 0.01%
$463 - $539
121K $5.51M
Feb 14, 2023 Q4 2022
Beaton Management Co. Inc.

Haverhill, MA
SELL
 -
-15
- 0.2%
$534 - $622
7.51K $342K
Feb 13, 2023 Q4 2022
Bokf, Na

Tulsa, OK
SELL
 -
-18
- 0.23%
$641 - $746
7.93K $361K
Feb 14, 2023 Q4 2022
Guerra Pan Advisors, LLC

Montclair, NJ
SELL
 -
-20
- 0.24%
$712 - $829
8.32K $379K
Feb 13, 2023 Q4 2022
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-60
- 8.67%
$2.14K - $2.49K
632 $28.8K
Jan 17, 2023 Q4 2022
Mbe Wealth Management, LLC

SELL
 -
-70
- 0.13%
$2.49K - $2.9K
54.3K $2.47M
Feb 10, 2023 Q4 2022
Jaffetilchin Investment Partners, LLC

Tampa, FL
SELL
 -
-72
- 0.76%
$2.56K - $2.99K
9.43K $429K
Feb 03, 2023 Q4 2022
Archer Investment Corp

SELL
 -
-81
- 0.74%
$2.88K - $3.36K
10.8K $493K
Feb 09, 2023 Q4 2022
Capital Square, LLC

SELL
 -
-90
- 0.55%
$3.2K - $3.73K
16.4K $744K
Feb 13, 2023 Q4 2022
Oxler Private Wealth LLC

New York, NY
SELL
 -
-104
- 1.94%
$3.7K - $4.31K
5.27K $240K
Feb 14, 2023 Q4 2022
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-111
- 1.1%
$3.95K - $4.6K
10K $455K
Feb 10, 2023 Q4 2022
Pinnacle Family Advisors, LLC

Springfield, MO
SELL
 -
-156
- 1.9%
$5.56K - $6.47K
8.07K $367K
Jan 10, 2023 Q4 2022
Gradient Investments LLC

SELL
 -
-184
- 40.0%
$6.55K - $7.63K
276 $12.6K
Feb 07, 2023 Q4 2022
Lwm Advisory Services, LLC

Plantation, FL
SELL
 -
-193
- 0.67%
$6.87K - $8K
28.7K $1.31M
Jan 25, 2023 Q4 2022
Walkner Condon Financial Advisors LLC

SELL
 -
-199
- 1.77%
$7.09K - $8.25K
11.1K $504K
Feb 14, 2023 Q4 2022
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-206
- 3.25%
$7.34K - $8.54K
6.14K $279K
Jan 31, 2023 Q4 2022
Global Assets Advisory, LLC

Orlando, FL
SELL
 -
-232
- 1.6%
$8.26K - $9.62K
14.3K $649K
Jan 25, 2023 Q4 2022
Greenleaf Trust

Kalamazoo, MI
SELL
 -
-233
- 3.08%
$8.3K - $9.66K
7.34K $334K
Feb 06, 2023 Q4 2022
Savant Capital, LLC

SELL
 -
-249
- 0.78%
$8.87K - $10.3K
31.6K $1.44M
Jan 27, 2023 Q4 2022
Natixis Advisors, L.P.

Boston, MA
SELL
 -
-279
- 1.81%
$9.94K - $11.6K
15.2K $691K
Jan 23, 2023 Q4 2022
Alliance Wealth Advisors, LLC

SELL
 -
-303
- 1.24%
$10.8K - $12.6K
24.1K $1.1M
Feb 09, 2023 Q4 2022
Venture Visionary Partners LLC

SELL
 -
-311
- 0.96%
$11.1K - $12.9K
32.1K $1.46M
Feb 08, 2023 Q4 2022
Alpha Star Capital Management, LLC

SELL
 -
-323
- 0.8%
$11.5K - $13.4K
40.3K $1.83M

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