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 |
---|---|---|---|---|---|---|---|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
24.2K+ 1.47% |
$965K - $1.04M
|
1.67M
$78M
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
24K+ 11502.87% |
$960K - $1.04M
|
24.3K
$1.13M
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
23.8K+ 4.71% |
$952K - $1.03M
|
530K
$24.7M
|
|
Apr 15, 2022
Q1 2022
|
G&S Capital LLC
|
BUY
|
- |
23.1KNew |
$924K - $997K
|
23.1K
$1.08M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23KNew |
$918K - $990K
|
23K
$1.07M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
22.4K+ 10.16% |
$896K - $967K
|
243K
$11.4M
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
22.2KNew |
$886K - $956K
|
22.2K
$1.04M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
19.8K+ 9.13% |
$790K - $853K
|
236K
$11M
|
|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
BUY
|
- |
19.2K+ 39.29% |
$768K - $828K
|
68.1K
$3.18M
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
18.6K+ 18.46% |
$745K - $803K
|
120K
$5.59M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
18.6KNew |
$741K - $800K
|
18.6K
$867K
|
|
May 17, 2022
Q1 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
18.3KNew |
$732K - $789K
|
18.3K
$855K
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
18.1K+ 31.16% |
$722K - $779K
|
76.1K
$3.55M
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17.7K+ 7.64% |
$706K - $762K
|
249K
$11.6M
|
|
Apr 28, 2022
Q1 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
17.4K+ 156.66% |
$696K - $751K
|
28.6K
$1.33M
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
17.3K+ 4.1% |
$693K - $747K
|
440K
$20.6M
|
|
May 05, 2022
Q1 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
17.2K+ 5.83% |
$688K - $742K
|
313K
$14.6M
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
16.9K+ 3.71% |
$677K - $730K
|
473K
$22.1M
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
16.4K+ 271.98% |
$655K - $707K
|
22.4K
$1.05M
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
16.2KNew |
$647K - $698K
|
16.2K
$756K
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
16.2K+ 1.84% |
$646K - $696K
|
894K
$41.8M
|
|
Apr 07, 2022
Q1 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
16.1K+ 4.27% |
$642K - $693K
|
393K
$18.3M
|
|
May 11, 2022
Q1 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
16KNew |
$641K - $691K
|
16K
$749K
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14K+ 21.59% |
$560K - $604K
|
78.9K
$3.69M
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
13.9K+ 2.43% |
$557K - $601K
|
587K
$27.4M
|
|
Apr 25, 2022
Q1 2022
|
Prism Advisors, Inc.
|
BUY
|
- |
13.8K+ 2.48% |
$549K - $592K
|
568K
$26.5M
|
|
May 12, 2022
Q1 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
13.5KNew |
$539K - $581K
|
13.5K
$630K
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
12.1K+ 4.8% |
$483K - $520K
|
264K
$12.3M
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
11.5KNew |
$458K - $494K
|
11.5K
$536K
|
|
Apr 29, 2022
Q1 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
10.8KNew |
$433K - $467K
|
10.8K
$506K
|
|
Apr 25, 2022
Q1 2022
|
Grant
|
BUY
|
- |
10.6K+ 5.29% |
$425K - $458K
|
211K
$9.87M
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
10.6K+ 4.19% |
$424K - $457K
|
264K
$12.3M
|
|
May 16, 2022
Q1 2022
|
Cypress Capital Group
|
BUY
|
- |
10.5K+ 66.33% |
$419K - $451K
|
26.3K
$1.23M
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
10.4KNew |
$416K - $449K
|
10.4K
$486K
|
|
May 09, 2022
Q1 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
10K+ 6.66% |
$401K - $432K
|
161K
$7.5M
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9.47K+ 57.69% |
$378K - $408K
|
25.9K
$1.21M
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9.47K+ 57.69% |
$378K - $408K
|
25.9K
$1.21M
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9.28K+ 168.71% |
$371K - $400K
|
14.8K
$690K
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.08K+ 4.65% |
$363K - $391K
|
204K
$9.54M
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
8.81KNew |
$352K - $380K
|
8.81K
$411K
|
|
Apr 26, 2022
Q1 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
8.67KNew |
$346K - $374K
|
8.67K
$405K
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.62K+ 34.9% |
$345K - $372K
|
33.3K
$1.56M
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
8.38K+ 10.0% |
$335K - $361K
|
92.1K
$4.3M
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
8.18K+ 2.17% |
$327K - $353K
|
386K
$18M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.14K+ 0.91% |
$325K - $351K
|
907K
$42.4M
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.88K+ 7.8% |
$315K - $339K
|
109K
$5.08M
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
7.65K+ 46.81% |
$306K - $330K
|
24K
$1.12M
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
7.64K+ 5.44% |
$305K - $329K
|
148K
$6.91M
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.44KNew |
$297K - $321K
|
7.44K
$347K
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
7.34K+ 1.62% |
$293K - $316K
|
461K
$21.5M
|