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 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-4.05K- 5.44% |
$155K - $167K
|
70.3K
$3.27M
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
SELL
|
- |
-4.21K- 2.17% |
$162K - $174K
|
190K
$8.84M
|
|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-4.42K- 29.51% |
$170K - $183K
|
10.5K
$490K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.61K- 6.93% |
$177K - $191K
|
61.9K
$2.88M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.61K- 21.31% |
$177K - $191K
|
17K
$791K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.36K- 19.8% |
$206K - $222K
|
21.7K
$1.01M
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-5.44K- 37.12% |
$209K - $225K
|
9.22K
$429K
|
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-5.52K- 9.57% |
$212K - $228K
|
52.2K
$2.43M
|
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-5.57K- 11.39% |
$214K - $230K
|
43.3K
$2.01M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.01K- 1.39% |
$231K - $248K
|
425K
$19.8M
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-6.04K- 2.9% |
$232K - $250K
|
202K
$9.4M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.1K- 27.34% |
$234K - $252K
|
16.2K
$754K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-6.45K- 5.26% |
$248K - $267K
|
116K
$5.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-6.61K- 27.37% |
$254K - $274K
|
17.6K
$816K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.72K- 6.18% |
$258K - $278K
|
102K
$4.74M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.72K- 6.18% |
$258K - $278K
|
102K
$4.74M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.74K- 10.24% |
$259K - $279K
|
59.1K
$2.75M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-7.29K- 6.84% |
$280K - $302K
|
99.3K
$4.62M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.38K- 0.7% |
$284K - $305K
|
1.04M
$48.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-7.57K- 33.45% |
$291K - $313K
|
15.1K
$700K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-7.77K- 53.84% |
$299K - $321K
|
6.66K
$310K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.97K- 70.92% |
$345K - $371K
|
3.68K
$171K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.02K- 0.89% |
$347K - $373K
|
1M
$46.6M
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-9.56K- 48.44% |
$367K - $395K
|
10.2K
$473K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-9.57K- 9.87% |
$368K - $396K
|
87.3K
$4.06M
|
|
|
May 02, 2023
Q1 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-9.66K- 33.65% |
$371K - $400K
|
19K
$885K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-9.84K- 2.16% |
$378K - $407K
|
446K
$20.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-9.88K- 7.24% |
$380K - $409K
|
127K
$5.89M
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-9.95K- 2.86% |
$382K - $411K
|
337K
$15.7M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10.1K- 6.45% |
$387K - $416K
|
146K
$6.78M
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-11.5K- 48.47% |
$444K - $478K
|
12.3K
$571K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-11.6K- 5.02% |
$445K - $479K
|
219K
$10.2M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.6K- 0.71% |
$446K - $480K
|
1.62M
$75.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12.5K- 8.76% |
$480K - $517K
|
130K
$6.05M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-14.4K- 20.15% |
$553K - $595K
|
57K
$2.65M
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-16.2K- 5.11% |
$624K - $672K
|
302K
$14M
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-17.7K- 8.83% |
$681K - $733K
|
183K
$8.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-18.1K- 22.07% |
$695K - $748K
|
63.9K
$2.97M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-19.2K- 5.35% |
$737K - $793K
|
340K
$15.8M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-19.5K- 16.92% |
$749K - $806K
|
95.6K
$4.45M
|
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
SELL
|
- |
-23.4K- 17.5% |
$900K - $969K
|
110K
$5.13M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-23.5K- 3.42% |
$904K - $973K
|
664K
$30.9M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-23.8K- 14.32% |
$914K - $984K
|
142K
$6.62M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-23.8K- 14.32% |
$914K - $984K
|
142K
$6.62M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-27.3K- 49.35% |
$1.05M - $1.13M
|
28.1K
$1.3M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-27.4K- 11.68% |
$1.05M - $1.13M
|
207K
$9.61M
|
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-28.6K- 9.62% |
$1.1M - $1.18M
|
268K
$12.5M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-32.7K- 9.04% |
$1.26M - $1.35M
|
329K
$15.3M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-32.8K- 83.34% |
$1.26M - $1.36M
|
6.57K
$305K
|
|
|
May 15, 2023
Q1 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-34.7K- 14.22% |
$1.33M - $1.43M
|
209K
$9.72M
|