Purchases and Sales Made in Q4 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.72M+ 21.05% |
$170M - $192M
|
27.2M
$1.26B
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.41M+ 3888.81% |
$123M - $139M
|
3.5M
$162M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
585K+ 410.02% |
$21.1M - $23.7M
|
727K
$33.6M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
429K+ 27.05% |
$15.5M - $17.4M
|
2.01M
$93.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
303KNew |
$10.9M - $12.3M
|
303K
$14M
|
|
|
Jan 18, 2024
Q4 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
298KNew |
$10.8M - $12.1M
|
298K
$13.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
277K+ 3317.07% |
$9.99M - $11.2M
|
285K
$13.2M
|
|
|
Apr 11, 2024
Q4 2023
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
203KNew |
$7.33M - $8.25M
|
203K
$9.39M
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
192KNew |
$6.91M - $7.78M
|
192K
$8.86M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
139KNew |
$5.01M - $5.64M
|
139K
$6.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
123KNew |
$4.45M - $5.01M
|
123K
$5.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
106K+ 7.85% |
$3.81M - $4.29M
|
1.45M
$67M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
100KNew |
$3.61M - $4.06M
|
100K
$4.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
99.9KNew |
$3.61M - $4.06M
|
99.9K
$4.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
97.9K+ 6.82% |
$3.53M - $3.98M
|
1.53M
$70.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
87.4KNew |
$3.15M - $3.55M
|
87.4K
$4.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
79.9K+ 87.28% |
$2.88M - $3.25M
|
171K
$7.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
73.7KNew |
$2.66M - $3M
|
73.7K
$3.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
68.8K+ 90.4% |
$2.48M - $2.79M
|
145K
$6.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
55.5K+ 16.09% |
$2M - $2.26M
|
401K
$18.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
45.1K+ 295.08% |
$1.63M - $1.83M
|
60.4K
$2.79M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
36.8K+ 3.79% |
$1.33M - $1.5M
|
1.01M
$46.6M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
36.5K+ 8.28% |
$1.32M - $1.48M
|
477K
$22.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
34.9KNew |
$1.26M - $1.42M
|
34.9K
$1.61M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
34.7K+ 19.96% |
$1.25M - $1.41M
|
208K
$9.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
33.6K+ 46.01% |
$1.21M - $1.36M
|
107K
$4.93M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
33.5KNew |
$1.21M - $1.36M
|
33.5K
$1.55M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
32.2K+ 303.83% |
$1.16M - $1.31M
|
42.8K
$1.98M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
30.7KNew |
$1.11M - $1.25M
|
30.7K
$1.42M
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
29.5KNew |
$1.07M - $1.2M
|
29.5K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
27.5K+ 499.26% |
$994K - $1.12M
|
33.1K
$1.53M
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
27.2K+ 6.09% |
$980K - $1.1M
|
473K
$21.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
24KNew |
$866K - $975K
|
24K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
23.6KNew |
$850K - $957K
|
23.6K
$1.09M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
23.4K+ 7.37% |
$844K - $951K
|
341K
$15.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
23.4KNew |
$844K - $950K
|
23.4K
$1.08M
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
22.4K+ 8.45% |
$810K - $911K
|
288K
$13.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
21.5KNew |
$777K - $874K
|
21.5K
$995K
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
BUY
|
- |
20.8K+ 4.25% |
$749K - $843K
|
509K
$23.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
20.6KNew |
$744K - $838K
|
20.6K
$954K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
19.7KNew |
$712K - $802K
|
19.7K
$912K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
19.6K+ 86.32% |
$709K - $798K
|
42.4K
$1.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
18.3K+ 5.64% |
$660K - $743K
|
343K
$15.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
17.9KNew |
$646K - $727K
|
17.9K
$828K
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
17.6KNew |
$636K - $716K
|
17.6K
$814K
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
17.5KNew |
$630K - $710K
|
17.5K
$808K
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
16.9K+ 3.66% |
$609K - $686K
|
478K
$22.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
16K+ 59.32% |
$578K - $651K
|
43K
$1.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
16KNew |
$577K - $649K
|
16K
$739K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
15.3K+ 4532.94% |
$551K - $621K
|
15.6K
$722K
|