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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-24- 0.17% |
$922 - $993
|
13.8K
$643K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-46- 0.64% |
$1.77K - $1.9K
|
7.11K
$331K
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-50- 0.56% |
$1.92K - $2.07K
|
8.82K
$410K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-51- 3.64% |
$1.96K - $2.11K
|
1.35K
$62.9K
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-120- 1.14% |
$4.61K - $4.96K
|
10.4K
$484K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-123- 0.87% |
$4.73K - $5.09K
|
14.1K
$654K
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-137- 2.62% |
$5.26K - $5.67K
|
5.08K
$236K
|
|
|
May 12, 2023
Q1 2023
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-160- 0.04% |
$6.15K - $6.62K
|
421K
$19.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-160- 4.78% |
$6.15K - $6.62K
|
3.19K
$148K
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-163- 10.77% |
$6.26K - $6.74K
|
1.35K
$62.8K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-163- 0.58% |
$6.26K - $6.74K
|
28.1K
$1.31M
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-189- 1.37% |
$7.26K - $7.82K
|
13.6K
$632K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-191- 0.84% |
$7.34K - $7.9K
|
22.6K
$1.05M
|
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-200- 1.44% |
$7.69K - $8.27K
|
13.7K
$635K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-213- 0.74% |
$8.19K - $8.81K
|
28.7K
$1.34M
|
|
|
May 10, 2023
Q1 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-233- 1.59% |
$8.95K - $9.64K
|
14.4K
$669K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-247- 2.51% |
$9.49K - $10.2K
|
9.59K
$446K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-250- 3.41% |
$9.61K - $10.3K
|
7.09K
$330K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-250- 17.37% |
$9.61K - $10.3K
|
1.19K
$55.3K
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-255- 2.69% |
$9.8K - $10.5K
|
9.22K
$429K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-257- 20.45% |
$9.88K - $10.6K
|
1K
$46.5K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-259- 0.87% |
$9.95K - $10.7K
|
29.7K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-265- 0.32% |
$10.2K - $11K
|
81.7K
$3.8M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-274- 2.53% |
$10.5K - $11.3K
|
10.6K
$491K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-302- 2.22% |
$11.6K - $12.5K
|
13.3K
$619K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-308- 3.26% |
$11.8K - $12.7K
|
9.15K
$426K
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-363- 0.61% |
$14K - $15K
|
58.9K
$2.74M
|
|
|
Apr 26, 2023
Q1 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-380- 5.61% |
$14.6K - $15.7K
|
6.39K
$297K
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-385- 5.03% |
$14.8K - $15.9K
|
7.27K
$338K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-389- 6.01% |
$14.9K - $16.1K
|
6.09K
$283K
|
|
|
Apr 24, 2023
Q1 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-411- 0.31% |
$15.8K - $17K
|
134K
$6.24M
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-432- 20.41% |
$16.6K - $17.9K
|
1.69K
$78.3K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-438- 1.43% |
$16.8K - $18.1K
|
30.1K
$1.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-446- 10.62% |
$17.1K - $18.5K
|
3.75K
$174K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-448- 95.93% |
$17.2K - $18.5K
|
19
$883
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-482- 4.24% |
$18.5K - $19.9K
|
10.9K
$506K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-490- 2.12% |
$18.8K - $20.3K
|
22.6K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-492- 2.96% |
$18.9K - $20.4K
|
16.1K
$749K
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-500- 4.24% |
$19.2K - $20.7K
|
11.3K
$525K
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-500- 6.63% |
$19.2K - $20.7K
|
7.04K
$327K
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-507- 0.23% |
$19.5K - $21K
|
216K
$10M
|
|
|
Apr 11, 2023
Q1 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-550- 1.37% |
$21.1K - $22.8K
|
39.6K
$1.84M
|
|
|
Apr 20, 2023
Q1 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-602- 1.11% |
$23.1K - $24.9K
|
53.7K
$2.5M
|
|
|
May 05, 2023
Q1 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-652- 0.54% |
$25.1K - $27K
|
120K
$5.57M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-655- 3.04% |
$25.2K - $27.1K
|
20.9K
$970K
|
|
|
Apr 12, 2023
Q1 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-663- 0.69% |
$25.5K - $27.4K
|
94.8K
$4.41M
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-696- 1.01% |
$26.7K - $28.8K
|
68.1K
$3.16M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-746- 9.95% |
$28.7K - $30.9K
|
6.75K
$314K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-757- 13.9% |
$29.1K - $31.3K
|
4.69K
$218K
|
|
|
Apr 19, 2023
Q1 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-862- 1.42% |
$33.1K - $35.7K
|
59.9K
$2.78M
|