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
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.95K- 53.5% |
$118K - $127K
|
2.56K
$120K
|
|
May 02, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.98K- 1.61% |
$119K - $128K
|
182K
$8.51M
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-3.32KClosed |
$133K - $143K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-3.38K- 14.79% |
$135K - $146K
|
19.5K
$911K
|
|
Apr 18, 2022
Q1 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-3.44K- 2.42% |
$137K - $148K
|
138K
$6.46M
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-3.44K- 3.66% |
$137K - $148K
|
90.4K
$4.22M
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-3.47K- 10.27% |
$139K - $150K
|
30.3K
$1.42M
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.55KClosed |
$142K - $153K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-3.83K- 9.13% |
$153K - $165K
|
38.1K
$1.78M
|
|
May 16, 2022
Q1 2022
|
1776 Wealth LLC
|
SELL
|
- |
-4.5K- 4.57% |
$180K - $194K
|
93.9K
$4.39M
|
|
Apr 28, 2022
Q1 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-4.78K- 5.22% |
$191K - $206K
|
86.8K
$4.05M
|
|
May 09, 2022
Q1 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-5.36KClosed |
$214K - $231K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-5.76K- 45.35% |
$230K - $248K
|
6.94K
$324K
|
|
May 02, 2022
Q1 2022
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-5.85KClosed |
$234K - $252K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-6.03K- 98.79% |
$241K - $260K
|
74
$3.46K
|
|
May 12, 2022
Q1 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-6.4K- 21.6% |
$256K - $276K
|
23.2K
$1.08M
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7K- 1.12% |
$280K - $302K
|
616K
$28.7M
|
|
Apr 13, 2022
Q1 2022
|
Walker Asset Management, LLC
|
SELL
|
- |
-7.3K- 16.79% |
$292K - $315K
|
36.2K
$1.69M
|
|
Apr 14, 2022
Q1 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-7.55K- 4.24% |
$302K - $325K
|
171K
$7.96M
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-7.84K- 9.99% |
$313K - $338K
|
70.6K
$3.3M
|
|
Apr 22, 2022
Q1 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-8.1K- 4.95% |
$324K - $349K
|
156K
$7.26M
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-8.33K- 87.5% |
$333K - $359K
|
1.19K
$55.6K
|
|
May 16, 2022
Q1 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-9.54K- 3.12% |
$381K - $411K
|
296K
$13.8M
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-9.87K- 10.82% |
$394K - $425K
|
81.3K
$3.8M
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-9.91K- 21.4% |
$396K - $427K
|
36.4K
$1.7M
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.4K- 8.8% |
$414K - $447K
|
108K
$5.02M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-10.9K- 0.13% |
$437K - $471K
|
8.57M
$400M
|
|
Apr 22, 2022
Q1 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-11.4K- 20.84% |
$457K - $493K
|
43.5K
$2.03M
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-11.7K- 5.94% |
$467K - $504K
|
185K
$8.65M
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-11.7K- 6.16% |
$468K - $505K
|
179K
$8.34M
|
|
Apr 28, 2022
Q1 2022
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-11.9KClosed |
$475K - $513K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-12.3K- 2.83% |
$491K - $530K
|
423K
$19.7M
|
|
May 06, 2022
Q1 2022
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-12.6K- 2.33% |
$504K - $543K
|
529K
$24.7M
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-13.9K- 3.78% |
$556K - $599K
|
354K
$16.5M
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-14K- 2.55% |
$560K - $604K
|
535K
$25M
|
|
May 10, 2022
Q1 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-15.2K- 21.26% |
$608K - $656K
|
56.4K
$2.63M
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-17.3K- 23.14% |
$689K - $744K
|
57.3K
$2.68M
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-17.7K- 15.33% |
$708K - $763K
|
97.9K
$4.57M
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-18.6K- 66.29% |
$745K - $804K
|
9.48K
$443K
|
|
May 09, 2022
Q1 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-19.5K- 33.14% |
$778K - $839K
|
39.3K
$1.83M
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-23.4K- 19.92% |
$933K - $1.01M
|
93.9K
$4.38M
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-24K- 12.17% |
$960K - $1.04M
|
173K
$8.1M
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
SELL
|
- |
-25K- 10.28% |
$999K - $1.08M
|
218K
$10.2M
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-25.5K- 7.42% |
$1.02M - $1.1M
|
318K
$14.9M
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-28.2K- 21.36% |
$1.13M - $1.22M
|
104K
$4.86M
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-29.3K- 17.21% |
$1.17M - $1.26M
|
141K
$6.58M
|
|
May 16, 2022
Q1 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-30.1K- 7.16% |
$1.2M - $1.3M
|
390K
$18.2M
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-30.2K- 13.73% |
$1.21M - $1.3M
|
190K
$8.85M
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-31.5KClosed |
$1.26M - $1.36M
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Sargent Investment Group, LLC
|
SELL
|
- |
-31.7K- 62.59% |
$1.27M - $1.37M
|
18.9K
$884K
|