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 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-10- 0.02% |
$400 - $431
|
50.1K
$2.34M
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-21- 0.25% |
$839 - $905
|
8.24K
$385K
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-27Closed |
$1.08K - $1.16K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Capital Square, LLC
|
SELL
|
- |
-33- 0.2% |
$1.32K - $1.42K
|
16.3K
$763K
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-40- 0.09% |
$1.6K - $1.72K
|
44.1K
$2.06M
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-41- 1.45% |
$1.64K - $1.77K
|
2.8K
$131K
|
|
|
May 05, 2022
Q1 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-50- 0.29% |
$2K - $2.15K
|
17.3K
$810K
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-52Closed |
$2.08K - $2.24K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-56Closed |
$2.24K - $2.41K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-58- 0.72% |
$2.32K - $2.5K
|
8.03K
$375K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-75- 11.66% |
$3K - $3.23K
|
568
$26.5K
|
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-100- 1.92% |
$4K - $4.31K
|
5.11K
$239K
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-132Closed |
$5.27K - $5.69K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-135- 2.31% |
$5.39K - $5.82K
|
5.7K
$266K
|
|
|
Apr 18, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-149- 1.93% |
$5.95K - $6.42K
|
7.56K
$353K
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-150Closed |
$5.99K - $6.46K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-152- 2.18% |
$6.07K - $6.55K
|
6.83K
$319K
|
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-159- 2.02% |
$6.35K - $6.85K
|
7.72K
$360K
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-165- 0.61% |
$6.59K - $7.11K
|
26.9K
$1.25M
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-200- 0.93% |
$7.99K - $8.62K
|
21.2K
$991K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-212Closed |
$8.47K - $9.14K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-214- 1.46% |
$8.55K - $9.22K
|
14.5K
$675K
|
|
|
May 10, 2022
Q1 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-217- 10.36% |
$8.67K - $9.35K
|
1.88K
$87.7K
|
|
|
Apr 22, 2022
Q1 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-225- 1.45% |
$8.99K - $9.7K
|
15.2K
$712K
|
|
|
May 13, 2022
Q1 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-226- 3.61% |
$9.03K - $9.74K
|
6.03K
$282K
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-231- 1.75% |
$9.23K - $9.95K
|
12.9K
$604K
|
|
|
Apr 28, 2022
Q1 2022
|
Act Advisors, Llc.
|
SELL
|
- |
-250- 3.43% |
$9.99K - $10.8K
|
7.04K
$329K
|
|
|
May 16, 2022
Q1 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-273- 1.9% |
$10.9K - $11.8K
|
14.1K
$659K
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-295- 0.91% |
$11.8K - $12.7K
|
32K
$1.49M
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-310- 0.59% |
$12.4K - $13.4K
|
52.2K
$2.44M
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-316- 2.18% |
$12.6K - $13.6K
|
14.2K
$662K
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-348- 4.39% |
$13.9K - $15K
|
7.57K
$354K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-350Closed |
$14K - $15.1K
|
0
$0
|
|
|
Nov 14, 2024
Q1 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-354- 2.42% |
$14.1K - $15.3K
|
14.3K
$667K
|
|
|
Apr 12, 2022
Q1 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-402- 2.13% |
$16.1K - $17.3K
|
18.4K
$861K
|
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-405- 5.19% |
$16.2K - $17.5K
|
7.4K
$346K
|
|
|
Jun 13, 2022
Q1 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-414Closed |
$16.5K - $17.8K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-426- 6.49% |
$17K - $18.4K
|
6.14K
$287K
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-429Closed |
$17.1K - $18.5K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-500Closed |
$20K - $21.5K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-523- 1.74% |
$20.9K - $22.5K
|
29.6K
$1.38M
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-554Closed |
$22.1K - $23.9K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-587- 3.88% |
$23.5K - $25.3K
|
14.5K
$678K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-620- 24.94% |
$24.8K - $26.7K
|
1.87K
$87.1K
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-642- 3.98% |
$25.6K - $27.7K
|
15.5K
$724K
|
|
|
Apr 29, 2022
Q1 2022
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-662Closed |
$26.4K - $28.5K
|
0
$0
|
|
|
May 25, 2022
Q1 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-669- 0.4% |
$26.7K - $28.8K
|
168K
$7.86M
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-702- 49.96% |
$28K - $30.2K
|
703
$32.8K
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-712- 1.4% |
$28.4K - $30.7K
|
50K
$2.33M
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-740Closed |
$29.6K - $31.9K
|
0
$0
|