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 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
376+ 3.91% |
$13.6K - $15.3K
|
9.99K
$462K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
374+ 1.95% |
$13.5K - $15.2K
|
19.5K
$903K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
333+ 57.91% |
$12K - $13.5K
|
908
$42K
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
322+ 5.37% |
$11.6K - $13.1K
|
6.32K
$292K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
300New |
$10.8K - $12.2K
|
300
$13.9K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
262New |
$9.46K - $10.6K
|
262
$12.1K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
248+ 6.64% |
$8.95K - $10.1K
|
3.99K
$184K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
231New |
$8.34K - $9.39K
|
231
$10.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
222+ 0.72% |
$8.01K - $9.02K
|
30.9K
$1.43M
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
210New |
$7.58K - $8.53K
|
210
$9.71K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
203+ 0.28% |
$7.33K - $8.25K
|
72.5K
$3.35M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
197+ 0.49% |
$7.11K - $8K
|
40K
$1.85M
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
196+ 0.28% |
$7.07K - $7.96K
|
69.9K
$3.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
181+ 0.6% |
$6.53K - $7.35K
|
30.5K
$1.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
181+ 3.26% |
$6.53K - $7.35K
|
5.74K
$265K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
165New |
$5.95K - $6.7K
|
165
$7.63K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
158+ 0.86% |
$5.7K - $6.42K
|
18.5K
$857K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
158+ 0.86% |
$5.7K - $6.42K
|
18.5K
$857K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
156New |
$5.63K - $6.34K
|
156
$7.21K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
150New |
$5.41K - $6.09K
|
150
$6.94K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
149+ 2.45% |
$5.38K - $6.05K
|
6.23K
$288K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
135+ 1.41% |
$4.87K - $5.49K
|
9.71K
$449K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
129+ 1.99% |
$4.66K - $5.24K
|
6.61K
$306K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
126+ 0.46% |
$4.55K - $5.12K
|
27.8K
$1.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
100+ 0.77% |
$3.61K - $4.06K
|
13.1K
$608K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
98+ 3.65% |
$3.54K - $3.98K
|
2.78K
$129K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
77+ 18.16% |
$2.78K - $3.13K
|
501
$23.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
70+ 0.19% |
$2.53K - $2.84K
|
36.4K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
68+ 0.18% |
$2.45K - $2.76K
|
38.9K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
64New |
$2.31K - $2.6K
|
64
$2.96K
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
54+ 0.49% |
$1.95K - $2.19K
|
11.1K
$512K
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
54+ 0.31% |
$1.95K - $2.19K
|
17.3K
$799K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
46+ 0.29% |
$1.66K - $1.87K
|
15.8K
$729K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
43New |
$1.55K - $1.75K
|
43
$1.99K
|
|
|
Feb 09, 2024
Q4 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
39+ 0.73% |
$1.41K - $1.58K
|
5.4K
$250K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
31+ 0.9% |
$1.12K - $1.26K
|
3.47K
$160K
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
29+ 0.23% |
$1.05K - $1.18K
|
12.5K
$576K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
23+ 0.51% |
$830 - $934
|
4.55K
$210K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
23+ 0.17% |
$830 - $934
|
13.6K
$628K
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
21+ 0.12% |
$758 - $853
|
17.1K
$792K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
15+ 0.12% |
$541 - $609
|
12.4K
$572K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
13+ 0.19% |
$469 - $528
|
6.8K
$314K
|
|
|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
8+ 0.01% |
$289 - $325
|
125K
$5.79M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7+ 4.32% |
$253 - $284
|
169
$7.81K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 0.35% |
$180 - $203
|
1.43K
$66.1K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4+ 0.05% |
$144 - $163
|
7.55K
$349K
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3+ 0.02% |
$108 - $122
|
15.9K
$736K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 0.77% |
$108 - $122
|
392
$18.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3+ 0.01% |
$108 - $122
|
32.7K
$1.51M
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 0.52% |
$72.2 - $81.3
|
386
$17.8K
|