Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 05, 2022
Q2 2022
|
Gds Wealth Management
|
BUY
|
- |
24.4K+ 5.09% |
$907K - $1.05M
|
503K
$23.2M
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
23.3K+ 3.71% |
$869K - $1M
|
653K
$30.2M
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
22.9K+ 7.2% |
$854K - $986K
|
341K
$15.8M
|
|
Jul 25, 2022
Q2 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
22.7KNew |
$846K - $977K
|
22.7K
$1.05M
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
22.2K+ 70.43% |
$825K - $953K
|
53.6K
$2.48M
|
|
Jul 18, 2022
Q2 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
20.2K+ 11.86% |
$753K - $870K
|
191K
$8.82M
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
19.7K+ 13.96% |
$733K - $846K
|
161K
$7.43M
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
19.6K+ 29.48% |
$732K - $845K
|
86.3K
$3.99M
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19K+ 16.03% |
$708K - $818K
|
138K
$6.36M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19K+ 3.76% |
$706K - $816K
|
523K
$24.2M
|
|
Aug 10, 2022
Q2 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18.5K+ 6.2% |
$690K - $797K
|
317K
$14.7M
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
18K+ 139.88% |
$670K - $774K
|
30.8K
$1.43M
|
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
17.7K+ 30.79% |
$660K - $762K
|
75.2K
$3.48M
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
17.6K+ 9.09% |
$656K - $758K
|
212K
$9.78M
|
|
Jul 13, 2022
Q2 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
17.4K+ 4.96% |
$649K - $750K
|
369K
$17.1M
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
16.6KNew |
$618K - $714K
|
16.6K
$767K
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
16.1K+ 109.04% |
$600K - $693K
|
30.9K
$1.43M
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
15.1K+ 97.26% |
$561K - $649K
|
30.6K
$1.41M
|
|
Jul 27, 2022
Q2 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
15KNew |
$560K - $647K
|
15K
$695K
|
|
Jul 28, 2022
Q2 2022
|
Concentrum Wealth Management
|
BUY
|
- |
14.9K+ 143.68% |
$556K - $642K
|
25.3K
$1.17M
|
|
Jul 20, 2022
Q2 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
14.6K+ 13.27% |
$545K - $630K
|
125K
$5.78M
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.6K+ 229.41% |
$543K - $627K
|
20.9K
$968K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
14.5K+ 7.67% |
$540K - $624K
|
204K
$9.42M
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
13.4K+ 5.08% |
$498K - $576K
|
277K
$12.8M
|
|
Aug 09, 2022
Q2 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
12.1K+ 7.53% |
$450K - $520K
|
173K
$7.99M
|
|
Aug 11, 2022
Q2 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
12K+ 25.17% |
$447K - $516K
|
59.7K
$2.76M
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10.6KNew |
$394K - $455K
|
10.6K
$489K
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
10.5K+ 4.46% |
$390K - $450K
|
245K
$11.3M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.4K+ 0.22% |
$388K - $448K
|
4.76M
$220M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
10.4K+ 4.75% |
$388K - $448K
|
229K
$10.6M
|
|
Aug 03, 2022
Q2 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
9.74K+ 89.86% |
$363K - $419K
|
20.6K
$951K
|
|
Aug 01, 2022
Q2 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
9.73K+ 4.2% |
$362K - $419K
|
241K
$11.2M
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
8.9KNew |
$331K - $383K
|
8.9K
$412K
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.79K+ 137.51% |
$327K - $378K
|
15.2K
$702K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
8.67K+ 10.01% |
$323K - $373K
|
95.3K
$4.4M
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
8.49K+ 65.72% |
$316K - $365K
|
21.4K
$990K
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.15KNew |
$304K - $351K
|
8.15K
$377K
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.92K+ 7.28% |
$295K - $341K
|
117K
$5.4M
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.63KNew |
$284K - $328K
|
7.63K
$353K
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.12KNew |
$265K - $306K
|
7.12K
$329K
|
|
Jul 26, 2022
Q2 2022
|
Riverstone Advisors, LLC
|
BUY
|
- |
6.95KNew |
$259K - $299K
|
6.95K
$321K
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
6.94KNew |
$258K - $298K
|
6.94K
$321K
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
6.92K+ 1.5% |
$258K - $298K
|
468K
$21.7M
|
|
Aug 15, 2022
Q2 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
6.54K+ 9.91% |
$244K - $281K
|
72.5K
$3.35M
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.5KNew |
$242K - $279K
|
6.5K
$300K
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.38K+ 20.93% |
$238K - $274K
|
36.9K
$1.7M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.38K+ 1.03% |
$237K - $274K
|
628K
$29M
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
6.29K+ 6.83% |
$234K - $271K
|
98.4K
$4.55M
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
6.12KNew |
$228K - $263K
|
6.12K
$283K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
6.12K+ 9.83% |
$228K - $263K
|
68.3K
$3.16M
|