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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
15KNew |
$542K - $610K
|
15K
$695K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
14.8KNew |
$534K - $601K
|
14.8K
$684K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
14.1K+ 217.82% |
$510K - $575K
|
20.6K
$954K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
13.3KNew |
$481K - $542K
|
13.3K
$616K
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
12.9KNew |
$466K - $525K
|
12.9K
$598K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
12.6K+ 25.98% |
$456K - $513K
|
61.2K
$2.83M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12K+ 212.97% |
$433K - $488K
|
17.6K
$815K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.9KNew |
$430K - $484K
|
11.9K
$551K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
11.5K+ 12.33% |
$416K - $468K
|
105K
$4.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.5K+ 0.55% |
$414K - $466K
|
2.08M
$96.4M
|
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
10.7KNew |
$388K - $436K
|
10.7K
$497K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
10.7K+ 1.86% |
$387K - $435K
|
585K
$27.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
10.1KNew |
$365K - $411K
|
10.1K
$468K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
9.63K+ 30.57% |
$348K - $391K
|
41.1K
$1.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
9.46K+ 7.58% |
$341K - $384K
|
134K
$6.21M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
9.18KNew |
$331K - $373K
|
9.18K
$424K
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
9.09K+ 4.46% |
$328K - $369K
|
213K
$9.84M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
9KNew |
$325K - $366K
|
9K
$416K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
8.37KNew |
$302K - $340K
|
8.37K
$387K
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
8.17KNew |
$295K - $332K
|
8.17K
$378K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.13K+ 4.76% |
$293K - $330K
|
179K
$8.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.92K+ 32.96% |
$286K - $322K
|
31.9K
$1.48M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.89K+ 1.65% |
$285K - $321K
|
485K
$22.4M
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
7.89KNew |
$285K - $320K
|
7.89K
$365K
|
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
7.4KNew |
$267K - $300K
|
7.4K
$342K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
7.3K+ 26.84% |
$264K - $297K
|
34.5K
$1.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
7.17KNew |
$259K - $291K
|
7.17K
$331K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
7K+ 14.45% |
$252K - $284K
|
55.4K
$2.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.79K+ 1.4% |
$245K - $276K
|
491K
$22.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.64K+ 2.44% |
$240K - $270K
|
278K
$12.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
6.42K+ 14.39% |
$232K - $261K
|
51K
$2.36M
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
6.38K+ 48.81% |
$230K - $259K
|
19.4K
$899K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
6.31KNew |
$228K - $256K
|
6.31K
$292K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
6.3K+ 3.7% |
$227K - $256K
|
177K
$8.16M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
6.19K+ 26.34% |
$223K - $251K
|
29.7K
$1.37M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
6.11KNew |
$220K - $248K
|
6.11K
$282K
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
6.09KNew |
$220K - $248K
|
6.09K
$282K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6.02K+ 549.64% |
$217K - $245K
|
7.12K
$329K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
6KNew |
$217K - $244K
|
6K
$278K
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
5.98KNew |
$216K - $243K
|
5.98K
$276K
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
BUY
|
- |
5.68K+ 1.01% |
$205K - $231K
|
569K
$26.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
5.38KNew |
$194K - $218K
|
5.38K
$249K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
5.33K+ 2.4% |
$192K - $217K
|
228K
$10.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.53K+ 2.89% |
$163K - $184K
|
161K
$7.46M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.35K+ 3.49% |
$157K - $177K
|
129K
$5.96M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
3.6KNew |
$130K - $146K
|
3.6K
$166K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
3.5KNew |
$126K - $142K
|
3.5K
$162K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.5KNew |
$126K - $142K
|
3.5K
$162K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.31K+ 5.63% |
$119K - $134K
|
62K
$2.87M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.23K+ 1.21% |
$117K - $131K
|
271K
$12.5M
|