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 |
|---|---|---|---|---|---|---|---|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3.2KNew |
$115K - $130K
|
3.2K
$149K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.14K+ 15.35% |
$113K - $128K
|
23.6K
$1.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.05K+ 3.59% |
$110K - $124K
|
88K
$4.09M
|
|
|
Jan 25, 2024
Q4 2023
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
3.04K+ 2.26% |
$110K - $124K
|
138K
$6.41M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.01K+ 8.7% |
$109K - $122K
|
37.7K
$1.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.98K+ 214.65% |
$107K - $121K
|
4.36K
$203K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.76K+ 46.14% |
$99.5K - $112K
|
8.73K
$406K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.66K+ 1.67% |
$95.9K - $108K
|
162K
$7.51M
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2.6K+ 1155.56% |
$93.8K - $106K
|
2.83K
$131K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2.52K+ 34.7% |
$90.9K - $102K
|
9.78K
$454K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.38K+ 0.39% |
$85.9K - $96.7K
|
616K
$28.6M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.36K+ 1.69% |
$85.1K - $95.8K
|
142K
$6.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.3K+ 14.86% |
$82.8K - $93.2K
|
17.7K
$824K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.28K+ 15.03% |
$82.3K - $92.6K
|
17.4K
$811K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.25KNew |
$81.1K - $91.3K
|
2.25K
$104K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2.23K+ 2.44% |
$80.5K - $90.6K
|
93.8K
$4.36M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.2K+ 2.32% |
$79.5K - $89.5K
|
97.1K
$4.51M
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1.99K+ 8.86% |
$72K - $81K
|
24.5K
$1.14M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.97K+ 1.23% |
$71.1K - $80K
|
162K
$7.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.8K+ 26.02% |
$64.8K - $73K
|
8.7K
$404K
|
|
|
Feb 06, 2024
Q4 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
1.75K+ 1.57% |
$63.2K - $71.1K
|
113K
$5.25M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.7K+ 15.89% |
$61.2K - $68.9K
|
12.4K
$575K
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1.67K+ 9.44% |
$60.3K - $67.9K
|
19.4K
$901K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.62K+ 1.18% |
$58.4K - $65.7K
|
139K
$6.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.55K+ 1.79% |
$55.8K - $62.8K
|
88.1K
$4.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.5K+ 100.0% |
$54.1K - $60.9K
|
3K
$139K
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.36K+ 3.66% |
$49K - $55.2K
|
38.5K
$1.79M
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.34K+ 1.64% |
$48.4K - $54.4K
|
83K
$3.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.29K+ 155.68% |
$46.5K - $52.4K
|
2.12K
$98.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.21K+ 2.8% |
$43.8K - $49.3K
|
44.5K
$2.07M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.15K+ 26.25% |
$41.4K - $46.6K
|
5.52K
$257K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
899+ 14.76% |
$32.4K - $36.5K
|
6.99K
$325K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
846New |
$30.5K - $34.4K
|
846
$39.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
746New |
$26.9K - $30.3K
|
746
$34.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
711+ 0.74% |
$25.7K - $28.9K
|
96.3K
$4.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
702New |
$25.3K - $28.5K
|
702
$32.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
663+ 0.77% |
$23.9K - $26.9K
|
86.2K
$4.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
645+ 0.83% |
$23.3K - $26.2K
|
78.4K
$3.65M
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
625New |
$22.6K - $25.4K
|
625
$29.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
621+ 37.23% |
$22.4K - $25.2K
|
2.29K
$106K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
581+ 9.54% |
$21K - $23.6K
|
6.67K
$310K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
572+ 0.33% |
$20.6K - $23.2K
|
175K
$8.15M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
557+ 4.05% |
$20.1K - $22.6K
|
14.3K
$665K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
503+ 0.67% |
$18.2K - $20.4K
|
75.4K
$3.51M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
480+ 0.55% |
$17.3K - $19.5K
|
87.9K
$4.09M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
467+ 2.4% |
$16.9K - $19K
|
19.9K
$926K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
441+ 6.01% |
$15.9K - $17.9K
|
7.78K
$362K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
424New |
$15.3K - $17.2K
|
424
$19.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
415+ 0.3% |
$15K - $16.9K
|
139K
$6.44M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
376+ 4.27% |
$13.6K - $15.3K
|
9.17K
$426K
|