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 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.1K+ 10.11% |
$284K - $306K
|
77.3K
$3.61M
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.92K+ 5.08% |
$276K - $298K
|
143K
$6.68M
|
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.73K+ 64.58% |
$269K - $290K
|
17.1K
$801K
|
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
6.51K+ 103.43% |
$260K - $281K
|
12.8K
$598K
|
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.39KNew |
$255K - $275K
|
6.39K
$298K
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
6KNew |
$240K - $259K
|
6K
$280K
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6K+ 6.72% |
$240K - $258K
|
95.2K
$4.44M
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5.9K+ 4.93% |
$236K - $254K
|
125K
$5.86M
|
|
|
Apr 20, 2022
Q1 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
5.8KNew |
$232K - $250K
|
5.8K
$271K
|
|
|
Apr 15, 2022
Q1 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
5.74KNew |
$229K - $247K
|
5.74K
$268K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.26K+ 94.79% |
$210K - $227K
|
10.8K
$505K
|
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
5.18KNew |
$207K - $223K
|
5.18K
$242K
|
|
|
May 06, 2022
Q1 2022
|
Concentrum Wealth Management
|
BUY
|
- |
4.95K+ 91.04% |
$198K - $213K
|
10.4K
$485K
|
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.83K+ 32.83% |
$193K - $208K
|
19.6K
$913K
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
4.76KNew |
$190K - $205K
|
4.76K
$222K
|
|
|
May 04, 2022
Q1 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
4.55K+ 3.7% |
$182K - $196K
|
127K
$5.95M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.37K+ 12.87% |
$175K - $188K
|
38.4K
$1.79M
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
BUY
|
- |
4.3K+ 3.1% |
$172K - $185K
|
143K
$6.68M
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4K+ 3.79% |
$160K - $172K
|
109K
$5.1M
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.86K+ 14.49% |
$154K - $166K
|
30.5K
$1.42M
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.85K+ 29.16% |
$154K - $166K
|
17K
$795K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.75K+ 50.9% |
$150K - $162K
|
11.1K
$519K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
3.6K+ 7.87% |
$144K - $155K
|
49.3K
$2.3M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.49K+ 3.03% |
$139K - $150K
|
119K
$5.54M
|
|
|
May 16, 2022
Q1 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
3.38K+ 3.11% |
$135K - $146K
|
112K
$5.24M
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.14K+ 1.42% |
$125K - $135K
|
224K
$10.4M
|
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.13K+ 0.9% |
$125K - $135K
|
352K
$16.4M
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.98K+ 19.88% |
$119K - $128K
|
17.9K
$838K
|
|
|
May 12, 2022
Q1 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.96K+ 1.9% |
$118K - $128K
|
158K
$7.4M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
2.94K+ 1.27% |
$117K - $127K
|
234K
$10.9M
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.84K+ 2.6% |
$114K - $123K
|
112K
$5.24M
|
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.73K+ 2.82% |
$109K - $118K
|
99.6K
$4.65M
|
|
|
May 06, 2022
Q1 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
2.63K+ 16.03% |
$105K - $113K
|
19.1K
$890K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.55K+ 464.36% |
$102K - $110K
|
3.1K
$145K
|
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.5K+ 2.6% |
$99.9K - $108K
|
98.8K
$4.61M
|
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.4K+ 26.77% |
$95.9K - $103K
|
11.4K
$531K
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.35K+ 0.47% |
$93.9K - $101K
|
500K
$23.4M
|
|
|
Apr 25, 2022
Q1 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
2.23K+ 5.62% |
$89.1K - $96.1K
|
41.9K
$1.96M
|
|
|
Apr 22, 2022
Q1 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
2.17K+ 2.0% |
$86.5K - $93.3K
|
110K
$5.16M
|
|
|
May 09, 2022
Q1 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
2.15K+ 22.17% |
$85.9K - $92.7K
|
11.9K
$554K
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.07K+ 11.09% |
$82.7K - $89.2K
|
20.7K
$968K
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.05K+ 6.77% |
$81.9K - $88.4K
|
32.4K
$1.51M
|
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.98K+ 33.93% |
$79K - $85.2K
|
7.8K
$364K
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.95K+ 5.95% |
$77.9K - $84.1K
|
34.8K
$1.62M
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.91KNew |
$76.2K - $82.2K
|
1.91K
$89.1K
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.85K+ 6.65% |
$73.9K - $79.7K
|
29.7K
$1.39M
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.82K+ 6.13% |
$72.6K - $78.3K
|
31.5K
$1.47M
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.79KNew |
$71.5K - $77.1K
|
1.79K
$83.6K
|
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
1.77K+ 65.27% |
$70.8K - $76.4K
|
4.49K
$210K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.76K+ 15.79% |
$70.4K - $75.9K
|
12.9K
$603K
|