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
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-34.8K- 98.5% |
$1.34M - $1.44M
|
529
$24.7K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-37.3K- 3.61% |
$1.43M - $1.54M
|
995K
$46.5M
|
|
|
May 10, 2023
Q1 2023
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-38.1K- 14.58% |
$1.46M - $1.58M
|
223K
$10.4M
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-44.7K- 84.0% |
$1.72M - $1.85M
|
8.52K
$398K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-45.5K- 4.34% |
$1.75M - $1.88M
|
1M
$46.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-53.6K- 12.88% |
$2.06M - $2.22M
|
363K
$16.9M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-55.4K- 60.88% |
$2.13M - $2.29M
|
35.6K
$1.66M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-58.2K- 5.58% |
$2.24M - $2.41M
|
985K
$46M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-59K- 9.95% |
$2.27M - $2.44M
|
534K
$24.9M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-62K- 27.94% |
$2.38M - $2.56M
|
160K
$7.47M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-68.6K- 9.37% |
$2.63M - $2.84M
|
663K
$31M
|
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
SELL
|
- |
-69.3K- 14.2% |
$2.66M - $2.87M
|
419K
$19.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-70.2K- 12.27% |
$2.7M - $2.91M
|
502K
$23.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-73K- 21.62% |
$2.8M - $3.02M
|
265K
$12.4M
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-77.1K- 63.67% |
$2.96M - $3.19M
|
44K
$2.05M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-78.1K- 82.0% |
$3M - $3.23M
|
17.1K
$800K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-82.1K- 66.76% |
$3.16M - $3.4M
|
40.9K
$1.91M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-98.8K- 75.66% |
$3.8M - $4.09M
|
31.8K
$1.48M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-103K- 25.63% |
$3.96M - $4.26M
|
299K
$14M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-123K- 26.83% |
$4.73M - $5.09M
|
335K
$15.7M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-125K- 15.25% |
$4.81M - $5.18M
|
696K
$32.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-131K- 12.09% |
$5.03M - $5.42M
|
952K
$44.4M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-141K- 3.24% |
$5.41M - $5.82M
|
4.2M
$196M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-144K- 3.07% |
$5.54M - $5.97M
|
4.55M
$212M
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-185K- 29.98% |
$7.11M - $7.65M
|
432K
$20.2M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-186K- 1.99% |
$7.17M - $7.71M
|
9.2M
$430M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-191K- 7.24% |
$7.34M - $7.9M
|
2.45M
$114M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-209K- 19.8% |
$8.02M - $8.64M
|
846K
$39.5M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-297K- 19.26% |
$11.4M - $12.3M
|
1.25M
$58.2M
|
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-300K- 84.6% |
$11.5M - $12.4M
|
54.6K
$2.55M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-308K- 16.16% |
$11.9M - $12.8M
|
1.6M
$74.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-321K- 67.06% |
$12.3M - $13.3M
|
157K
$7.36M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-375K- 43.15% |
$14.4M - $15.5M
|
495K
$23.1M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-419K- 3.9% |
$16.1M - $17.4M
|
10.3M
$482M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-478K- 5.31% |
$18.4M - $19.8M
|
8.53M
$398M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-504K- 13.73% |
$19.4M - $20.8M
|
3.16M
$148M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-511K- 7.83% |
$19.6M - $21.1M
|
6.01M
$281M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-577K- 6.88% |
$22.2M - $23.9M
|
7.81M
$365M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.27M- 99.14% |
$48.6M - $52.3M
|
11K
$514K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.32M- 3.88% |
$50.9M - $54.8M
|
32.8M
$1.53B
|
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-2.33M- 45.56% |
$89.4M - $96.2M
|
2.78M
$130M
|