Purchases and Sales Made in Q1 2022 in First Tr Value Line Divid Inde (FVD)

FVD Quotes by TradingView

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 16, 2022 Q1 2022
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
1.71K
New
$68.1K - $73.5K
1.71K $79.3K
Aug 05, 2022 Q1 2022
Gds Wealth Management

BUY
 -
1.66K
+ 0.35%
$66.4K - $71.6K
478K $22.2M
May 09, 2022 Q1 2022
Herold Advisors, Inc.

BUY
 -
1.61K
New
$64.1K - $69.2K
1.61K $74.6K
Apr 13, 2022 Q1 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
1.55K
+ 7.21%
$61.8K - $66.7K
23K $1.07M
May 04, 2022 Q1 2022
True Wealth Advisors, LLC

BUY
 -
1.5K
+ 5.0%
$60K - $64.8K
31.6K $1.47M
May 10, 2022 Q1 2022
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
1.44K
+ 4.95%
$57.4K - $62K
30.5K $1.42M
May 09, 2022 Q1 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
1.39K
+ 1.97%
$55.5K - $59.8K
71.7K $3.33M
May 11, 2022 Q1 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
1.38K
+ 12.05%
$55.3K - $59.6K
12.9K $598K
May 20, 2022 Q1 2022
Chicago Partners Investment Group LLC

BUY
 -
1.38K
+ 1.42%
$54.9K - $59.2K
98.5K $4.58M
May 12, 2022 Q1 2022
Smith, Moore & Co.

Clayton, MO
BUY
 -
1.35K
+ 5.45%
$53.7K - $58K
26K $1.21M
May 16, 2022 Q1 2022
Kraematon Investment Advisors, Inc

BUY
 -
1.32K
+ 1.37%
$52.7K - $56.9K
97.8K $4.55M
Feb 24, 2023 Q1 2022
Kaydan Wealth Management, Inc.

Fenton, MI
BUY
 -
1.28K
+ 0.21%
$51.3K - $55.3K
605K $28.1M
May 03, 2022 Q1 2022
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
1.21K
+ 3.19%
$48.1K - $51.9K
39K $1.81M
Apr 18, 2022 Q1 2022
Colton Groome Financial Advisors, LLC

BUY
 -
1.18K
+ 5.91%
$47.3K - $51K
21.2K $985K
Apr 19, 2022 Q1 2022
Ellevest, Inc.

BUY
 -
1.17K
New
$46.7K - $50.4K
1.17K $54.3K
May 12, 2022 Q1 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
1.15K
+ 0.75%
$46.1K - $49.7K
156K $7.24M
May 09, 2022 Q1 2022
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
1.1K
+ 4.09%
$44.1K - $47.6K
28.1K $1.31M
May 04, 2022 Q1 2022
Prospera Financial Services Inc

BUY
 -
1.06K
+ 0.12%
$42.3K - $45.6K
920K $42.8M
May 10, 2022 Q1 2022
Stonebridge Financial Planning Group, LLC

BUY
 -
952
+ 10.74%
$38K - $41K
9.82K $456K
May 13, 2022 Q1 2022
Moors & Cabot, Inc.

Boston, MA
BUY
 -
926
+ 5.74%
$37K - $39.9K
17.1K $793K
May 10, 2022 Q1 2022
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
875
+ 14.34%
$35K - $37.7K
6.98K $324K
May 12, 2022 Q1 2022
Synovus Financial Corp

Columbus, GA
BUY
 -
865
+ 7.17%
$34.6K - $37.3K
12.9K $601K
Apr 14, 2022 Q1 2022
Advisor Net Financial, Inc

BUY
 -
861
+ 2.37%
$34.4K - $37.1K
37.3K $1.73M
Apr 21, 2022 Q1 2022
Asset Dedication, LLC

BUY
 -
838
+ 37.71%
$33.5K - $36.1K
3.06K $142K
May 02, 2022 Q1 2022
Advisory Alpha, LLC

BUY
 -
817
+ 4.16%
$32.6K - $35.2K
20.5K $951K
Apr 27, 2022 Q1 2022
Alta Wealth Advisors LLC

BUY
 -
796
+ 3.13%
$31.8K - $34.3K
26.2K $1.22M
May 13, 2022 Q1 2022
Waterfront Wealth Inc.

BUY
 -
790
+ 12.17%
$31.6K - $34K
7.28K $338K
Apr 12, 2022 Q1 2022
Clarus Wealth Advisors

BUY
 -
771
+ 3.92%
$30.8K - $33.2K
20.4K $950K
Apr 13, 2022 Q1 2022
Flagship Harbor Advisors, LLC

BUY
 -
769
+ 2.42%
$30.7K - $33.1K
32.6K $1.51M
May 16, 2022 Q1 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
696
+ 527.27%
$27.8K - $30K
828 $38.5K
May 06, 2022 Q1 2022
Plante Moran Financial Advisors, LLC

BUY
 -
669
+ 53.31%
$26.7K - $28.8K
1.92K $89.4K
May 17, 2022 Q1 2022
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
667
+ 11.72%
$26.6K - $28.7K
6.36K $296K
Apr 08, 2022 Q1 2022
Massmutual Trust CO Fsb

BUY
 -
575
New
$23K - $24.8K
575 $26.7K
May 12, 2022 Q1 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
505
+ 193.49%
$20.2K - $21.8K
766 $35.6K
May 16, 2022 Q1 2022
Delos Wealth Advisors, LLC

Dallas, TX
BUY
 -
503
New
$20.1K - $21.7K
503 $23.4K
Apr 20, 2022 Q1 2022
Strategic Asset Management, LLC

BUY
 -
487
+ 99.19%
$19.5K - $21K
978 $45.5K
May 16, 2022 Q1 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
486
+ 0.34%
$19.4K - $20.9K
142K $6.6M
May 13, 2022 Q1 2022
Brown Brothers Harriman & CO

New York, NY
BUY
 -
434
New
$17.3K - $18.7K
434 $20.2K
May 19, 2022 Q1 2022
Planning Directions Inc

BUY
 -
386
+ 0.91%
$15.4K - $16.6K
42.7K $1.98M
May 05, 2022 Q1 2022
Pacific Sun Financial Corp

BUY
 -
380
+ 0.7%
$15.2K - $16.4K
54.5K $2.53M
May 13, 2022 Q1 2022
Keystone Financial Group

BUY
 -
331
+ 0.69%
$13.2K - $14.3K
48.1K $2.23M
May 06, 2022 Q1 2022
Princeton Global Asset Management LLC

BUY
 -
300
New
$12K - $12.9K
300 $13.9K
May 06, 2022 Q1 2022
Bernardo Wealth Planning LLC

BUY
 -
294
+ 1.17%
$11.7K - $12.7K
25.4K $1.18M
May 13, 2022 Q1 2022
Beaton Management Co. Inc.

Haverhill, MA
BUY
 -
290
+ 3.9%
$11.6K - $12.5K
7.72K $359K
May 12, 2022 Q1 2022
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
284
+ 11.85%
$11.3K - $12.2K
2.68K $125K
Apr 08, 2022 Q1 2022
Optimum Investment Advisors

BUY
 -
275
New
$11K - $11.8K
275 $12.8K
May 05, 2022 Q1 2022
Larson Financial Group LLC

BUY
 -
256
+ 1.27%
$10.2K - $11K
20.4K $948K
May 10, 2022 Q1 2022
San Luis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
255
New
$10.2K - $11K
255 $11.9K
May 10, 2022 Q1 2022
Wade G W & Inc

Wellesley, MA
BUY
 -
250
+ 1.88%
$9.99K - $10.8K
13.6K $631K

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