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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
244New |
$9.75K - $10.5K
|
244
$11.3K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
244New |
$9.75K - $10.5K
|
244
$11.3K
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
220+ 4.05% |
$8.79K - $9.48K
|
5.65K
$263K
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
200+ 0.8% |
$7.99K - $8.62K
|
25.2K
$1.17M
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
174+ 1.9% |
$6.95K - $7.5K
|
9.33K
$434K
|
|
|
Apr 07, 2022
Q1 2022
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
165+ 3.39% |
$6.59K - $7.11K
|
5.03K
$234K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
150+ 44.64% |
$5.99K - $6.46K
|
486
$22.6K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
150+ 16.99% |
$5.99K - $6.46K
|
1.03K
$48K
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
150+ 16.99% |
$5.99K - $6.46K
|
1.03K
$48K
|
|
|
May 12, 2022
Q1 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
129+ 0.44% |
$5.15K - $5.56K
|
29.7K
$1.38M
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
120+ 38.83% |
$4.79K - $5.17K
|
429
$19.9K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
107+ 0.04% |
$4.27K - $4.61K
|
295K
$13.7M
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
102+ 3.4% |
$4.07K - $4.4K
|
3.11K
$144K
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
93New |
$3.72K - $4.01K
|
93
$4.32K
|
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
64+ 0.14% |
$2.56K - $2.76K
|
46K
$2.14M
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
63New |
$2.52K - $2.71K
|
63
$2.93K
|
|
|
Apr 27, 2022
Q1 2022
|
Eukles Asset Management
|
BUY
|
- |
61New |
$2.44K - $2.63K
|
61
$2.84K
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
59+ 0.25% |
$2.36K - $2.54K
|
23.6K
$1.1M
|
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
59+ 0.4% |
$2.36K - $2.54K
|
15K
$695K
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
58+ 0.44% |
$2.32K - $2.5K
|
13.2K
$616K
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
51+ 0.44% |
$2.04K - $2.2K
|
11.6K
$541K
|
|
|
May 13, 2022
Q1 2022
|
Holistic Financial Partners
|
BUY
|
- |
39+ 0.37% |
$1.56K - $1.68K
|
10.6K
$492K
|
|
|
May 16, 2022
Q1 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
34+ 0.44% |
$1.36K - $1.47K
|
7.72K
$359K
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
23+ 0.36% |
$919 - $991
|
6.48K
$301K
|
|
|
May 02, 2022
Q1 2022
|
Mendel Capital Management LLC
|
BUY
|
- |
23+ 0.46% |
$919 - $991
|
4.99K
$232K
|
|
|
May 16, 2022
Q1 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
23+ 0.45% |
$919 - $991
|
5.18K
$241K
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
20+ 0.02% |
$799 - $862
|
121K
$5.62M
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
17+ 0.34% |
$679 - $733
|
4.95K
$230K
|
|
|
May 06, 2022
Q1 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
17+ 0.14% |
$679 - $733
|
12.4K
$575K
|
|
|
Apr 14, 2022
Q1 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
17+ 0.1% |
$679 - $733
|
17K
$790K
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
14+ 0.22% |
$559 - $603
|
6.34K
$295K
|
|
|
Apr 22, 2022
Q1 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
13+ 0.19% |
$519 - $560
|
6.84K
$318K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9+ 0.42% |
$360 - $388
|
2.17K
$101K
|
|
|
May 05, 2022
Q1 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
9+ 0.13% |
$360 - $388
|
7.01K
$326K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
8+ 0.44% |
$320 - $345
|
1.83K
$85.1K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
8+ 0.75% |
$320 - $345
|
1.08K
$50.1K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4+ 0.05% |
$160 - $172
|
8.87K
$413K
|
|
|
Nov 30, 2023
Q1 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3+ 0.04% |
$120 - $129
|
8.48K
$394K
|
|
|
May 10, 2022
Q1 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$120 - $129
|
8.99K
$418K
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 0.21% |
$120 - $129
|
1.4K
$65.2K
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
3+ 0.02% |
$120 - $129
|
15.4K
$716K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2+ 0.27% |
$79.9 - $86.2
|
750
$34.9K
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.53% |
$79.9 - $86.2
|
377
$17.5K
|
|
|
May 13, 2022
Q1 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
2+ 0.4% |
$79.9 - $86.2
|
502
$23.3K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.1% |
$40 - $43.1
|
986
$45.8K
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
1+ 0.12% |
$40 - $43.1
|
815
$37.9K
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.26% |
$40 - $43.1
|
383
$17.8K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-1Closed |
$40 - $43.1
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-4- 0.02% |
$160 - $172
|
16.5K
$768K
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-9- 0.16% |
$360 - $388
|
5.55K
$258K
|