Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2022
Q1 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4.55MNew |
$182M - $196M
|
4.55M
$212M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.58M+ 4633.62% |
$103M - $111M
|
2.64M
$123M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
827K+ 4.3% |
$33M - $35.6M
|
20M
$932M
|
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
630KNew |
$25.2M - $27.1M
|
630K
$29.3M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
586KNew |
$23.4M - $25.2M
|
586K
$27.2M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
459K+ 127.63% |
$18.3M - $19.8M
|
819K
$38.1M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
347K+ 126.11% |
$13.9M - $14.9M
|
622K
$28.9M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
308K+ 50.57% |
$12.3M - $13.3M
|
918K
$42.7M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
304K+ 0.91% |
$12.2M - $13.1M
|
33.8M
$1.57B
|
|
|
Apr 26, 2022
Q1 2022
|
Petix & Botte CO
|
BUY
|
- |
262K+ 111.56% |
$10.5M - $11.3M
|
496K
$23.1M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
237K+ 7.99% |
$9.45M - $10.2M
|
3.2M
$149M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
203K+ 5.94% |
$8.1M - $8.73M
|
3.62M
$168M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
194K+ 361.04% |
$7.74M - $8.35M
|
248K
$11.5M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
182K+ 3.61% |
$7.27M - $7.85M
|
5.22M
$243M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
178K+ 3.9% |
$7.13M - $7.69M
|
4.75M
$221M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
159K+ 73.68% |
$6.37M - $6.87M
|
376K
$17.5M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
153K+ 129.15% |
$6.1M - $6.58M
|
271K
$12.6M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
146K+ 61.93% |
$5.85M - $6.31M
|
383K
$17.8M
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
145KNew |
$5.81M - $6.26M
|
145K
$6.76M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
119K+ 18.14% |
$4.76M - $5.14M
|
777K
$36.1M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
109K+ 73.31% |
$4.37M - $4.72M
|
259K
$12M
|
|
|
Apr 25, 2022
Q1 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
107K+ 2217.66% |
$4.26M - $4.6M
|
112K
$5.19M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
103K+ 144.11% |
$4.1M - $4.42M
|
174K
$8.08M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
101K+ 5.51% |
$4.05M - $4.37M
|
1.94M
$90.2M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
100K+ 2.53% |
$4M - $4.31M
|
4.05M
$188M
|
|
|
Apr 22, 2022
Q1 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
89.3K+ 34.05% |
$3.57M - $3.85M
|
352K
$16.3M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
82K+ 5.53% |
$3.27M - $3.53M
|
1.56M
$72.7M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
74K+ 1045.05% |
$2.96M - $3.19M
|
81.1K
$3.77M
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
73.9K+ 15.21% |
$2.95M - $3.19M
|
560K
$26M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
70.1K+ 1.8% |
$2.8M - $3.02M
|
3.96M
$184M
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
66.9K+ 340.06% |
$2.67M - $2.88M
|
86.6K
$4.03M
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
62.6KNew |
$2.5M - $2.7M
|
62.6K
$2.91M
|
|
|
Apr 18, 2022
Q1 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
58.9K+ 77.94% |
$2.35M - $2.54M
|
134K
$6.25M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
54.9K+ 109.63% |
$2.2M - $2.37M
|
105K
$4.88M
|
|
|
May 16, 2022
Q1 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
53.1K+ 25.18% |
$2.12M - $2.29M
|
264K
$12.3M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
52.2K+ 0.81% |
$2.09M - $2.25M
|
6.52M
$303M
|
|
|
May 13, 2022
Q1 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
48KNew |
$1.92M - $2.07M
|
48K
$2.23M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
40K+ 222.93% |
$1.6M - $1.72M
|
58K
$2.69M
|
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
39KNew |
$1.56M - $1.68M
|
39K
$1.81M
|
|
|
Apr 01, 2022
Q1 2022
|
Park National Corp
|
BUY
|
- |
38.4K+ 9.82% |
$1.54M - $1.66M
|
430K
$20M
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
36KNew |
$1.44M - $1.55M
|
36K
$1.67M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
32.3K+ 17.06% |
$1.29M - $1.39M
|
222K
$10.3M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
30.8K+ 20.04% |
$1.23M - $1.33M
|
185K
$8.58M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
28.1K+ 14.75% |
$1.12M - $1.21M
|
219K
$10.2M
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
27.5K+ 10.35% |
$1.1M - $1.19M
|
293K
$13.6M
|
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
26.4K+ 15.77% |
$1.06M - $1.14M
|
194K
$9.01M
|
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
25.8KNew |
$1.03M - $1.11M
|
25.8K
$1.2M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
25.1K+ 2.29% |
$1M - $1.08M
|
1.12M
$52.2M
|
|
|
May 13, 2022
Q1 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
24.9KNew |
$994K - $1.07M
|
24.9K
$1.16M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
24.6K+ 1.16% |
$984K - $1.06M
|
2.15M
$100M
|