Purchases and Sales Made in Q1 2023 in First Tr Value Line Divid Inde (FVD)

FVD Quotes by TradingView

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 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
464
+ 1.03%
$17.8K - $19.2K
45.3K $2.12M
Apr 12, 2023 Q1 2023
Koshinski Asset Management, Inc.

BUY
 -
459
+ 1.1%
$17.6K - $19K
42K $1.96M
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
448
+ 2357.89%
$17.2K - $18.5K
467 $21.8K
Apr 11, 2023 Q1 2023
Massmutual Trust CO Fsb

BUY
 -
432
+ 75.13%
$16.6K - $17.9K
1.01K $47K
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
400
New
$15.4K - $16.5K
400 $18.7K
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
400
New
$15.4K - $16.5K
400 $18.7K
Apr 25, 2023 Q1 2023
Freedom Wealth Alliance, LLC

Brookfield, WI
BUY
 -
400
+ 7.55%
$15.4K - $16.5K
5.7K $266K
May 09, 2023 Q1 2023
1776 Wealth LLC

BUY
 -
375
+ 0.36%
$14.4K - $15.5K
105K $4.92M
Sep 12, 2023 Q1 2023
Prosperity Financial Group, Inc.

San Ramon, CA
BUY
 -
352
+ 1.74%
$13.5K - $14.6K
20.6K $961K
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
351
+ 1.77%
$13.5K - $14.5K
20.2K $941K
Apr 17, 2023 Q1 2023
Summit Investment Advisory Services, LLC

Roseville, MN
BUY
 -
313
+ 3.04%
$12K - $12.9K
10.6K $495K
May 09, 2023 Q1 2023
25 LLC

St. Louis, MO
BUY
 -
304
New
$11.7K - $12.6K
304 $14.2K
May 04, 2023 Q1 2023
Heritage Wealth Advisors

BUY
 -
294
New
$11.3K - $12.2K
294 $13.7K
May 11, 2023 Q1 2023
Castle Rock Wealth Management, LLC

BUY
 -
292
+ 1.71%
$11.2K - $12.1K
17.4K $811K
May 15, 2023 Q1 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
259
+ 0.9%
$9.95K - $10.7K
28.9K $1.35M
May 12, 2023 Q1 2023
Beaton Management Co. Inc.

Haverhill, MA
BUY
 -
250
+ 3.33%
$9.61K - $10.3K
7.76K $362K
Apr 13, 2023 Q1 2023
Venture Visionary Partners LLC

BUY
 -
238
+ 0.74%
$9.15K - $9.85K
32.3K $1.51M
May 15, 2023 Q1 2023
Lumature Wealth Partners, LLC

Alpharetta, GA
BUY
 -
215
New
$8.26K - $8.89K
215 $10K
May 01, 2023 Q1 2023
Csenge Advisory Group

BUY
 -
212
+ 2.35%
$8.15K - $8.77K
9.22K $431K
May 12, 2023 Q1 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
197
New
$7.57K - $8.15K
197 $9.2K
Apr 03, 2023 Q1 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
183
+ 3.53%
$7.03K - $7.57K
5.37K $251K
May 11, 2023 Q1 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
159
+ 0.74%
$6.11K - $6.58K
21.8K $1.02M
May 15, 2023 Q1 2023
Northeast Financial Consultants Inc

Westport, CT
BUY
 -
159
+ 0.53%
$6.11K - $6.58K
30.4K $1.42M
Apr 20, 2023 Q1 2023
Accel Wealth Management

BUY
 -
153
+ 0.3%
$5.88K - $6.33K
50.5K $2.36M
May 12, 2023 Q1 2023
Nwam LLC

Mercer Island, WA
BUY
 -
123
+ 0.24%
$4.73K - $5.09K
50.4K $2.35M
Apr 20, 2023 Q1 2023
Riverview Trust CO

BUY
 -
107
New
$4.11K - $4.43K
107 $5K
May 04, 2023 Q1 2023
Total Clarity Wealth Management, Inc.

BUY
 -
89
+ 1.34%
$3.42K - $3.68K
6.72K $314K
Apr 20, 2023 Q1 2023
Beacon Capital Management, LLC

BUY
 -
84
+ 7.3%
$3.23K - $3.48K
1.23K $57.6K
May 12, 2023 Q1 2023
Veritable, L.P.

Newtown Square, PA
BUY
 -
70
+ 0.52%
$2.69K - $2.9K
13.5K $632K
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
64
+ 0.16%
$2.46K - $2.65K
40.5K $1.89M
May 01, 2023 Q1 2023
Ieq Capital, LLC

BUY
 -
62
+ 0.52%
$2.38K - $2.56K
11.9K $555K
May 02, 2023 Q1 2023
Strategy Asset Managers LLC

BUY
 -
62
+ 0.4%
$2.38K - $2.56K
15.4K $718K
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

BUY
 -
55
+ 0.08%
$2.11K - $2.28K
67.7K $3.16M
May 15, 2023 Q1 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
48
+ 53.93%
$1.84K - $1.99K
137 $6.4K
Apr 25, 2023 Q1 2023
Baystate Wealth Management LLC

BUY
 -
48
+ 0.16%
$1.84K - $1.99K
29.3K $1.37M
May 10, 2023 Q1 2023
Oxler Private Wealth LLC

New York, NY
BUY
 -
28
+ 0.53%
$1.08K - $1.16K
5.3K $247K
Apr 19, 2023 Q1 2023
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
23
+ 0.58%
$884 - $952
3.97K $185K
Apr 17, 2023 Q1 2023
Cadent Capital Advisors, LLC

BUY
 -
21
+ 0.17%
$807 - $869
12.4K $581K
Apr 05, 2023 Q1 2023
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
21
+ 0.12%
$807 - $869
17.1K $797K
May 05, 2023 Q1 2023
Bernardo Wealth Planning LLC

BUY
 -
6
+ 0.04%
$231 - $248
15.9K $743K
Apr 21, 2023 Q1 2023
Whittier Trust CO

BUY
 -
5
+ 0.66%
$192 - $207
757 $35.4K
Apr 28, 2023 Q1 2023
Wealth Trust Asset Management, LLC

Destin, FL
BUY
 -
3
+ 0.06%
$115 - $124
5.27K $246K
Apr 27, 2023 Q1 2023
North Star Investment Management Corp.

Chicago, IL
BUY
 -
3
+ 0.21%
$115 - $124
1.42K $66.2K
Nov 30, 2023 Q1 2023
Pfs Partners, LLC

Mine Hill, NJ
BUY
 -
3
+ 0.49%
$115 - $124
610 $28.5K
Apr 07, 2023 Q1 2023
Keystone Wealth Services, LLC

BUY
 -
3
+ 0.02%
$115 - $124
14.9K $695K
Jul 17, 2024 Q1 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
2
+ 0.52%
$76.9 - $82.7
385 $18K
Apr 12, 2023 Q1 2023
Clearview Wealth Advisors LLC

BUY
 -
1
+ 0.38%
$38.4 - $41.4
264 $12.3K
May 31, 2023 Q1 2023
Kennedy Investment Group

West Depford, NJ
SELL
 -
-2
- -0.0%
$76.9 - $82.7
72.7K $3.4M
May 10, 2023 Q1 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-10
- 1.58%
$384 - $414
622 $29K

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