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
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-34.4K- 72.8% |
$1.37M - $1.48M
|
12.8K
$600K
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-35.5K- 6.28% |
$1.42M - $1.53M
|
530K
$24.7M
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-37.3K- 10.53% |
$1.49M - $1.61M
|
317K
$14.8M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-40.4K- 23.31% |
$1.61M - $1.74M
|
133K
$6.2M
|
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-44.3KClosed |
$1.77M - $1.91M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-44.4K- 60.52% |
$1.77M - $1.91M
|
29K
$1.35M
|
|
|
May 11, 2022
Q1 2022
|
Advisor Os, LLC
|
SELL
|
- |
-45.6K- 15.4% |
$1.82M - $1.96M
|
250K
$11.7M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-51.4K- 9.26% |
$2.05M - $2.22M
|
504K
$23.5M
|
|
|
Apr 28, 2022
Q1 2022
|
Tru Independence LLC
|
SELL
|
- |
-52.3K- 29.01% |
$2.09M - $2.25M
|
128K
$5.97M
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-54.3K- 48.55% |
$2.17M - $2.34M
|
57.5K
$2.69M
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-57.5K- 20.43% |
$2.3M - $2.48M
|
224K
$10.5M
|
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-62K- 30.22% |
$2.48M - $2.67M
|
143K
$6.69M
|
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-63.3K- 50.74% |
$2.53M - $2.73M
|
61.4K
$2.87M
|
|
|
Apr 22, 2022
Q1 2022
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-63.3K- 14.39% |
$2.53M - $2.73M
|
377K
$17.6M
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-67.3KClosed |
$2.69M - $2.9M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-69.8KClosed |
$2.79M - $3.01M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-72.8K- 6.83% |
$2.91M - $3.14M
|
994K
$46.4M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-73.2K- 11.16% |
$2.92M - $3.15M
|
583K
$27.2M
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-77.5K- 19.81% |
$3.09M - $3.34M
|
314K
$14.6M
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-85.5K- 28.31% |
$3.41M - $3.68M
|
216K
$10.1M
|
|
|
May 02, 2022
Q1 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-89.2K- 27.81% |
$3.56M - $3.84M
|
231K
$10.8M
|
|
|
Apr 15, 2022
Q1 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-90.2K- 6.56% |
$3.6M - $3.89M
|
1.29M
$60M
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-110K- 30.12% |
$4.39M - $4.73M
|
255K
$11.9M
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-126K- 36.0% |
$5.03M - $5.43M
|
224K
$10.5M
|
|
|
Apr 26, 2022
Q1 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-132K- 74.88% |
$5.27M - $5.68M
|
44.2K
$2.07M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-141K- 53.28% |
$5.65M - $6.09M
|
124K
$5.79M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-141K- 53.28% |
$5.65M - $6.09M
|
124K
$5.79M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-149K- 20.34% |
$5.95M - $6.42M
|
584K
$27.3M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-156K- 12.38% |
$6.24M - $6.73M
|
1.11M
$51.6M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-235K- 2.61% |
$9.37M - $10.1M
|
8.74M
$408M
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-274KClosed |
$10.9M - $11.8M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-296KClosed |
$11.8M - $12.7M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-319K- 88.07% |
$12.7M - $13.7M
|
43.2K
$2.02M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-562K- 1.64% |
$22.5M - $24.2M
|
33.8M
$1.58B
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-775K- 11.23% |
$30.9M - $33.4M
|
6.12M
$286M
|
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-942K- 96.56% |
$37.6M - $40.6M
|
33.5K
$1.57M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.22M- 12.14% |
$48.8M - $52.7M
|
8.85M
$413M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.49M- 10.81% |
$59.4M - $64.1M
|
12.3M
$573M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.27M- 58.37% |
$90.5M - $97.6M
|
1.62M
$75.5M
|
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.57M- 97.6% |
$103M - $111M
|
63.2K
$2.95M
|