Purchases and Sales Made in Q1 2023 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 2023. 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, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.11K+ 1.21% |
$119K - $129K
|
260K
$12.1M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
3.02K+ 1.08% |
$116K - $125K
|
282K
$13.1M
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
BUY
|
- |
2.59K+ 0.54% |
$99.4K - $107K
|
484K
$22.5M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.58K+ 24.32% |
$99.1K - $107K
|
13.2K
$613K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2.57KNew |
$98.6K - $106K
|
2.57K
$119K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.21K+ 3.89% |
$84.9K - $91.4K
|
59.1K
$2.75M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.19K+ 245.14% |
$84.3K - $90.8K
|
3.09K
$144K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
2.14K+ 0.67% |
$82.1K - $88.4K
|
323K
$15M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.09K+ 1.6% |
$80.3K - $86.4K
|
133K
$6.16M
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.02K+ 18.28% |
$77.7K - $83.7K
|
13.1K
$609K
|
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.98K+ 2.57% |
$76K - $81.8K
|
79K
$3.67M
|
|
|
Nov 14, 2024
Q1 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
1.79K+ 11.21% |
$68.8K - $74.1K
|
17.8K
$826K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.75K+ 1.46% |
$67.1K - $72.3K
|
122K
$5.65M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.59K+ 0.32% |
$61.3K - $65.9K
|
494K
$23M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.51K+ 69.74% |
$58.1K - $62.6K
|
3.68K
$171K
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.43K+ 1.49% |
$54.8K - $59K
|
97.1K
$4.51M
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.27K+ 0.14% |
$49K - $52.7K
|
903K
$42M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.23K+ 0.12% |
$47.2K - $50.8K
|
1.05M
$49M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.16K+ 17.2% |
$44.5K - $47.9K
|
7.89K
$367K
|
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
1.12K+ 2.84% |
$43.1K - $46.4K
|
40.7K
$1.89M
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
BUY
|
- |
1.1K+ 5.51% |
$42.3K - $45.5K
|
21.1K
$980K
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
1.09KNew |
$42K - $45.2K
|
1.09K
$50.8K
|
|
|
May 01, 2023
Q1 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.07K+ 3.91% |
$41K - $44.1K
|
28.3K
$1.32M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.01K+ 10.17% |
$38.7K - $41.7K
|
10.9K
$508K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1KNew |
$38.4K - $41.4K
|
1K
$46.5K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
975+ 6.4% |
$37.5K - $40.3K
|
16.2K
$754K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
943+ 9.43% |
$36.2K - $39K
|
10.9K
$509K
|
|
|
Apr 11, 2023
Q1 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
884+ 10.92% |
$34K - $36.6K
|
8.98K
$418K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
873+ 158.44% |
$33.5K - $36.1K
|
1.42K
$66.2K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
872+ 0.72% |
$33.5K - $36.1K
|
122K
$5.66M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
779+ 1.64% |
$29.9K - $32.2K
|
48.2K
$2.24M
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
754New |
$29K - $31.2K
|
754
$35.1K
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
747+ 3.61% |
$28.7K - $30.9K
|
21.4K
$997K
|
|
|
May 15, 2023
Q1 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
741+ 3.63% |
$28.5K - $30.7K
|
21.2K
$984K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
726+ 1.95% |
$27.9K - $30K
|
38K
$1.77M
|
|
|
May 04, 2023
Q1 2023
|
Treasure Coast Financial Planning
|
BUY
|
- |
725+ 12.02% |
$27.9K - $30K
|
6.76K
$314K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
712+ 0.47% |
$27.4K - $29.5K
|
152K
$7.08M
|
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
BUY
|
- |
703+ 4.3% |
$27K - $29.1K
|
17.1K
$793K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
682+ 265.37% |
$26.2K - $28.2K
|
939
$43.7K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
667+ 1.89% |
$25.6K - $27.6K
|
36K
$1.67M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
618+ 1.86% |
$23.7K - $25.6K
|
33.9K
$1.57M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
618New |
$23.7K - $25.6K
|
618
$28.7K
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
614+ 2.78% |
$23.6K - $25.4K
|
22.7K
$1.05M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
545+ 5.02% |
$20.9K - $22.5K
|
11.4K
$530K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
542+ 9.99% |
$20.8K - $22.4K
|
5.97K
$277K
|
|
|
Apr 05, 2023
Q1 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
523+ 8.28% |
$20.1K - $21.6K
|
6.84K
$318K
|
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
519+ 3.32% |
$19.9K - $21.5K
|
16.1K
$750K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
505+ 19.2% |
$19.4K - $20.9K
|
3.14K
$146K
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
498+ 0.77% |
$19.1K - $20.6K
|
65.3K
$3.04M
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
464+ 2.17% |
$17.8K - $19.2K
|
21.8K
$1.01M
|