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 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-791- 1.66% |
$31.6K - $34.1K
|
47K
$2.19M
|
|
|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-801- 2.69% |
$32K - $34.5K
|
28.9K
$1.35M
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-852- 7.55% |
$34K - $36.7K
|
10.4K
$487K
|
|
|
May 13, 2022
Q1 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-859- 7.98% |
$34.3K - $37K
|
9.91K
$463K
|
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-904- 1.54% |
$36.1K - $39K
|
57.6K
$2.69M
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-928- 19.84% |
$37.1K - $40K
|
3.75K
$175K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-946- 1.5% |
$37.8K - $40.8K
|
62.2K
$2.9M
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-976- 2.69% |
$39K - $42.1K
|
35.3K
$1.65M
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1KClosed |
$40K - $43.1K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-1.07K- 3.94% |
$42.8K - $46.2K
|
26.1K
$1.22M
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.08K- 0.89% |
$43.1K - $46.5K
|
120K
$5.61M
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.09KClosed |
$43.7K - $47.1K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.18K- 3.54% |
$47.2K - $50.9K
|
32.3K
$1.51M
|
|
|
Apr 20, 2022
Q1 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.19K- 1.96% |
$47.6K - $51.4K
|
59.6K
$2.78M
|
|
|
May 16, 2022
Q1 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.27K- 1.67% |
$50.7K - $54.7K
|
74.7K
$3.49M
|
|
|
Apr 14, 2022
Q1 2022
|
Signature Wealth Management Group
|
SELL
|
- |
-1.3K- 15.15% |
$52K - $56.1K
|
7.29K
$341K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.31K- 11.17% |
$52.3K - $56.4K
|
10.4K
$486K
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
SELL
|
- |
-1.33K- 4.05% |
$53.3K - $57.4K
|
31.6K
$1.48M
|
|
|
May 13, 2022
Q1 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.35K- 4.93% |
$54K - $58.2K
|
26.1K
$1.22M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.37K- 1.28% |
$54.6K - $58.9K
|
105K
$4.92M
|
|
|
Jul 10, 2024
Q1 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-1.38K- 8.29% |
$55.2K - $59.6K
|
15.3K
$714K
|
|
|
May 16, 2022
Q1 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-1.39K- 10.21% |
$55.4K - $59.7K
|
12.2K
$569K
|
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.41KClosed |
$56.4K - $60.8K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Old Port Advisors
|
SELL
|
- |
-1.43K- 8.78% |
$56.9K - $61.4K
|
14.8K
$691K
|
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 4.76% |
$60K - $64.8K
|
30.1K
$1.4M
|
|
|
Apr 19, 2022
Q1 2022
|
Apexium Financial, LP
|
SELL
|
- |
-1.53K- 1.18% |
$61.2K - $66K
|
129K
$6.01M
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.55K- 9.88% |
$62.1K - $67K
|
14.2K
$662K
|
|
|
May 09, 2022
Q1 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.56K- 4.92% |
$62.5K - $67.4K
|
30.2K
$1.41M
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.65K- 17.15% |
$65.8K - $71K
|
7.96K
$371K
|
|
|
May 03, 2022
Q1 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.68K- 1.35% |
$67.3K - $72.6K
|
123K
$5.75M
|
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
SELL
|
- |
-1.74K- 1.06% |
$69.6K - $75.1K
|
163K
$7.6M
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.78K- 36.46% |
$71K - $76.5K
|
3.1K
$145K
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.78K- 3.21% |
$71.2K - $76.8K
|
53.7K
$2.51M
|
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.81K- 15.62% |
$72.2K - $77.9K
|
9.76K
$456K
|
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.87K- 2.02% |
$74.6K - $80.5K
|
90.5K
$4.22M
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-2.05K- 0.3% |
$81.7K - $88.2K
|
676K
$31.6M
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.18K- 1.61% |
$87K - $93.8K
|
133K
$6.2M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.31K- 4.12% |
$92.1K - $99.3K
|
53.6K
$2.5M
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.44K- 3.53% |
$97.5K - $105K
|
66.6K
$3.11M
|
|
|
Apr 28, 2022
Q1 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-2.45K- 8.72% |
$98K - $106K
|
25.7K
$1.2M
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.53K- 3.28% |
$101K - $109K
|
74.5K
$3.48M
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.53K- 9.84% |
$101K - $109K
|
23.2K
$1.08M
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.53K- 8.74% |
$101K - $109K
|
26.4K
$1.23M
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.58KClosed |
$103K - $111K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.64K- 4.86% |
$105K - $114K
|
51.6K
$2.41M
|
|
|
May 06, 2022
Q1 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-2.67K- 3.88% |
$107K - $115K
|
66K
$3.08M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.74KClosed |
$110K - $118K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.75K- 0.91% |
$110K - $119K
|
299K
$13.9M
|
|
|
Jul 05, 2022
Q1 2022
|
Willner & Heller, LLC
|
SELL
|
- |
-2.85K- 11.81% |
$114K - $123K
|
21.3K
$995K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.87K- 17.09% |
$115K - $124K
|
13.9K
$651K
|