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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-508- 1.74% |
$18.3K - $20.6K
|
28.6K
$1.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-534- 14.13% |
$19.3K - $21.7K
|
3.25K
$150K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-536- 2.42% |
$19.3K - $21.8K
|
21.6K
$1M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-540- 5.6% |
$19.5K - $21.9K
|
9.1K
$421K
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-600- 1.15% |
$21.7K - $24.4K
|
51.6K
$2.39M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-617- 2.41% |
$22.3K - $25.1K
|
25K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-635- 6.18% |
$22.9K - $25.8K
|
9.63K
$445K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-718- 4.99% |
$25.9K - $29.2K
|
13.7K
$631K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-732- 3.92% |
$26.4K - $29.7K
|
17.9K
$829K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-782- 11.16% |
$28.2K - $31.8K
|
6.23K
$288K
|
|
|
Feb 05, 2024
Q4 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-806- 1.36% |
$29.1K - $32.7K
|
58.6K
$2.71M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-849- 6.0% |
$30.6K - $34.5K
|
13.3K
$615K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-860- 5.63% |
$31K - $34.9K
|
14.4K
$666K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-895- 28.97% |
$32.3K - $36.4K
|
2.19K
$101K
|
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-901- 8.27% |
$32.5K - $36.6K
|
9.99K
$462K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-932- 13.69% |
$33.6K - $37.9K
|
5.87K
$272K
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-940- 1.85% |
$33.9K - $38.2K
|
49.9K
$2.31M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1K- 46.51% |
$36.1K - $40.6K
|
1.15K
$53.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.01K- 12.59% |
$36.6K - $41.2K
|
7.03K
$325K
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-1.02K- 1.17% |
$36.7K - $41.3K
|
85.8K
$3.97M
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.02K- 1.3% |
$36.7K - $41.3K
|
77.1K
$3.56M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.02K- 0.21% |
$36.8K - $41.4K
|
476K
$22M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.03K- 3.21% |
$37K - $41.7K
|
30.9K
$1.43M
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.08K- 0.52% |
$38.9K - $43.8K
|
208K
$9.61M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.12K- 3.6% |
$40.3K - $45.3K
|
29.9K
$1.38M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.12K- 1.09% |
$40.5K - $45.6K
|
102K
$4.71M
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-1.13K- 4.2% |
$40.7K - $45.8K
|
25.7K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.13K- 8.59% |
$40.9K - $46.1K
|
12.1K
$558K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.19K- 6.28% |
$43.1K - $48.5K
|
17.8K
$823K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.3K- 0.59% |
$46.8K - $52.7K
|
220K
$10.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.35K- 9.97% |
$48.7K - $54.9K
|
12.2K
$564K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1.38K- 8.01% |
$49.8K - $56.1K
|
15.8K
$732K
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
SELL
|
- |
-1.42K- 8.55% |
$51.1K - $57.5K
|
15.1K
$700K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.45K- 0.8% |
$52.2K - $58.7K
|
180K
$8.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.51K- 41.09% |
$54.6K - $61.4K
|
2.17K
$100K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.55K- 5.34% |
$55.8K - $62.9K
|
27.4K
$1.27M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.56K- 13.17% |
$56.4K - $63.5K
|
10.3K
$476K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.62K- 5.69% |
$58.5K - $65.9K
|
26.9K
$1.24M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.76K- 24.99% |
$63.4K - $71.4K
|
5.28K
$244K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.83K- 1.68% |
$66K - $74.3K
|
107K
$4.94M
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-1.87K- 1.61% |
$67.6K - $76.1K
|
115K
$5.31M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.89K- 3.8% |
$68.4K - $77K
|
47.9K
$2.21M
|
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-1.97K- 13.51% |
$71.1K - $80.1K
|
12.6K
$583K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.98K- 4.73% |
$71.5K - $80.5K
|
39.9K
$1.84M
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
SELL
|
- |
-2K- 9.27% |
$72.2K - $81.3K
|
19.6K
$905K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.03K- 2.6% |
$73.4K - $82.6K
|
76K
$3.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.07K- 22.96% |
$74.7K - $84.1K
|
6.94K
$321K
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-2.07K- 13.28% |
$74.9K - $84.3K
|
13.5K
$626K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.08K- 10.62% |
$75.1K - $84.5K
|
17.5K
$809K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-2.19K- 1.42% |
$78.9K - $88.8K
|
152K
$7.02M
|