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 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-900- 4.22% |
$34.6K - $37.2K
|
20.4K
$954K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-926- 3.06% |
$35.6K - $38.3K
|
29.3K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-929- 2.63% |
$35.7K - $38.4K
|
34.4K
$1.61M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-941- 6.58% |
$36.2K - $38.9K
|
13.4K
$624K
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.04K- 10.82% |
$40K - $43K
|
8.57K
$400K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.05K- 1.1% |
$40.2K - $43.2K
|
94K
$4.39M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.06K- 0.41% |
$40.6K - $43.7K
|
259K
$12.1M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.07K- 2.56% |
$41K - $44.2K
|
40.6K
$1.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.14K- 2.72% |
$43.6K - $47K
|
40.6K
$1.89M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.18K- 1.24% |
$45.3K - $48.8K
|
93.9K
$4.39M
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
SELL
|
- |
-1.24K- 19.11% |
$47.5K - $51.1K
|
5.23K
$244K
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-1.24K- 4.32% |
$47.7K - $51.4K
|
27.5K
$1.28M
|
|
|
Apr 10, 2023
Q1 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-1.26K- 1.39% |
$48.4K - $52.1K
|
89.4K
$4.18M
|
|
|
Apr 17, 2023
Q1 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.26K- 2.46% |
$48.6K - $52.3K
|
50K
$2.34M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.27K- 10.04% |
$48.6K - $52.3K
|
11.3K
$529K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.3K- 0.5% |
$50K - $53.8K
|
260K
$12.1M
|
|
|
Jul 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-1.38K- 11.05% |
$53.1K - $57.1K
|
11.1K
$519K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.48K- 2.37% |
$56.8K - $61.2K
|
61K
$2.85M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.48K- 1.22% |
$56.9K - $61.2K
|
120K
$5.59M
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.48K- 0.68% |
$57K - $61.4K
|
216K
$10.1M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.49K- 6.62% |
$57.3K - $61.7K
|
21K
$983K
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.49K- 0.97% |
$57.4K - $61.8K
|
153K
$7.14M
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
SELL
|
- |
-1.5K- 35.98% |
$57.6K - $62.1K
|
2.67K
$125K
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.51K- 9.96% |
$58.1K - $62.6K
|
13.7K
$638K
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.52K- 14.37% |
$58.4K - $62.9K
|
9.06K
$423K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.75K- 10.84% |
$67.3K - $72.4K
|
14.4K
$672K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.83K- 23.06% |
$70.3K - $75.7K
|
6.1K
$285K
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.87K- 9.33% |
$71.7K - $77.2K
|
18.1K
$847K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.14K- 2.82% |
$82.1K - $88.4K
|
73.5K
$3.43M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.16K- 60.9% |
$83K - $89.3K
|
1.39K
$64.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-2.2K- 5.47% |
$84.7K - $91.1K
|
38.1K
$1.78M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.23K- 2.81% |
$85.5K - $92K
|
76.9K
$3.59M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-2.4K- 3.39% |
$92K - $99.1K
|
68.3K
$3.19M
|
|
|
May 15, 2023
Q1 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-2.7K- 10.35% |
$104K - $112K
|
23.4K
$1.09M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.72K- 9.41% |
$105K - $113K
|
26.2K
$1.22M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.73K- 9.47% |
$105K - $113K
|
26.1K
$1.22M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.86K- 6.7% |
$110K - $118K
|
39.9K
$1.86M
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-3.01K- 4.86% |
$116K - $125K
|
58.9K
$2.75M
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-3.08K- 2.43% |
$118K - $127K
|
124K
$5.77M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-3.1K- 37.5% |
$119K - $128K
|
5.17K
$241K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.11K- 0.55% |
$119K - $128K
|
559K
$26.1M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.16K- 1.87% |
$122K - $131K
|
166K
$7.76M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.64K- 5.5% |
$140K - $151K
|
62.6K
$2.92M
|
|
|
May 01, 2023
Q1 2023
|
Grant
|
SELL
|
- |
-3.67K- 1.94% |
$141K - $152K
|
186K
$8.67M
|
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.69K- 15.3% |
$142K - $153K
|
20.4K
$953K
|
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-3.82K- 1.89% |
$147K - $158K
|
198K
$9.26M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.87K- 1.71% |
$149K - $160K
|
223K
$10.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-3.94K- 4.74% |
$151K - $163K
|
79.3K
$3.7M
|
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
SELL
|
- |
-3.96K- 9.86% |
$152K - $164K
|
36.2K
$1.69M
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-3.98K- 29.68% |
$153K - $165K
|
9.42K
$440K
|