Purchases and Sales Made in Q2 2022 in First Tr Value Line Divid Inde (FVD)

FVD Quotes by TradingView

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
Jul 21, 2022 Q2 2022
First Command Advisory Services, Inc.

BUY
 -
70
New
$2.61K - $3.01K
70 $3.25K
Aug 15, 2022 Q2 2022
Lwm Advisory Services, LLC

Plantation, FL
BUY
 -
68
+ 0.57%
$2.53K - $2.93K
11.9K $554K
Aug 13, 2024 Q2 2022
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
65
+ 7.26%
$2.42K - $2.8K
960 $44.6K
Aug 15, 2022 Q2 2022
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
61
+ 0.2%
$2.27K - $2.62K
30.4K $1.41M
Aug 15, 2022 Q2 2022
Veritable, L.P.

Newtown Square, PA
BUY
 -
58
+ 0.44%
$2.16K - $2.5K
13.3K $618K
Jul 28, 2022 Q2 2022
Alta Wealth Advisors LLC

BUY
 -
52
+ 0.2%
$1.94K - $2.24K
26.3K $1.22M
Aug 15, 2022 Q2 2022
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
41
+ 0.42%
$1.53K - $1.76K
9.81K $456K
Aug 02, 2022 Q2 2022
Holistic Financial Partners

BUY
 -
32
+ 0.3%
$1.19K - $1.38K
10.6K $494K
Jul 25, 2022 Q2 2022
Waterfront Wealth Inc.

BUY
 -
30
+ 0.41%
$1.12K - $1.29K
7.31K $340K
Aug 05, 2022 Q2 2022
Lex Aurum Advisors, LLC

BUY
 -
22
+ 0.21%
$819 - $946
10.5K $486K
Aug 10, 2022 Q2 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
21
+ 0.42%
$782 - $903
4.97K $231K
Aug 05, 2022 Q2 2022
Cadent Capital Advisors, LLC

BUY
 -
18
+ 0.15%
$670 - $774
12.4K $575K
Jul 29, 2022 Q2 2022
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
18
+ 0.11%
$670 - $774
17K $791K
Aug 03, 2022 Q2 2022
Accel Wealth Management

BUY
 -
15
+ 0.03%
$559 - $645
52.2K $2.43M
Jul 20, 2022 Q2 2022
Act Advisors, Llc.

BUY
 -
10
+ 0.14%
$372 - $430
7.05K $328K
Aug 12, 2022 Q2 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
9
+ 0.42%
$335 - $387
2.18K $101K
Aug 01, 2022 Q2 2022
Ellis Investment Partners, LLC

BUY
 -
8
+ 0.44%
$298 - $344
1.84K $85.4K
Aug 16, 2022 Q2 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
5
+ 0.06%
$186 - $215
8.88K $413K
Aug 04, 2022 Q2 2022
Capital Square, LLC

BUY
 -
5
+ 0.03%
$186 - $215
16.3K $760K
Jul 10, 2024 Q2 2022
Strategic Financial Partners, Ltd.

Bend, OR
BUY
 -
4
+ 0.03%
$149 - $172
15.3K $711K
Jul 19, 2022 Q2 2022
North Star Investment Management Corp.

Chicago, IL
BUY
 -
3
+ 0.21%
$112 - $129
1.41K $65.4K
Aug 01, 2022 Q2 2022
Sage Private Wealth Group, LLC

BUY
 -
3
+ 0.6%
$112 - $129
505 $23.5K
Jul 29, 2022 Q2 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
2
+ 0.11%
$74.5 - $86
1.87K $86.8K
Nov 30, 2023 Q2 2022
Pfs Partners, LLC

Mine Hill, NJ
BUY
 -
2
+ 0.02%
$74.5 - $86
8.48K $394K
Jul 17, 2024 Q2 2022
Kelly Financial Services LLC

Braintree, MA
BUY
 -
1
+ 0.27%
$37.2 - $43
378 $17.6K
Jul 19, 2022 Q2 2022
Atlas Private Wealth Management

SELL
 -
-1
- -0.0%
$37.2 - $43
41.9K $1.95M
Jul 26, 2022 Q2 2022
Trustcore Financial Services, LLC

SELL
 -
-1
- 0.09%
$37.2 - $43
1.08K $50K
Aug 12, 2022 Q2 2022
Black Rock Inc.

New York, NY
SELL
 -
-14
- 18.92%
$521 - $602
60 $2.79K
Jul 15, 2022 Q2 2022
Ritholtz Wealth Management

SELL
 -
-19
- 0.26%
$708 - $817
7.38K $343K
Aug 11, 2022 Q2 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
SELL
 -
-22
- 0.34%
$819 - $946
6.45K $300K
Aug 12, 2022 Q2 2022
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-25
- 3.49%
$931 - $1.08K
692 $32.2K
Aug 01, 2022 Q2 2022
Dfpg Investments, LLC

SELL
 -
-25
- 0.09%
$931 - $1.08K
28.9K $1.34M
Jul 19, 2022 Q2 2022
Comerica Securities,Inc.

SELL
 -
-32
- 0.09%
$1.19K - $1.38K
34.7K $1.61M
Aug 03, 2022 Q2 2022
Moloney Securities Asset Management, LLC

SELL
 -
-34
- 0.21%
$1.27K - $1.46K
16.5K $766K
Jul 20, 2022 Q2 2022
Tfg Advisers LLC

SELL
 -
-35
- 0.06%
$1.3K - $1.51K
57.6K $2.68M
May 15, 2024 Q2 2022
Global Financial Private Client, LLC

Sarasota, FL
SELL
 -
-54
- 75.0%
$2.01K - $2.32K
18 $837
Aug 11, 2022 Q2 2022
Eldridge Investment Advisors, Inc.

Manchester, NH
SELL
 -
-65
- 0.94%
$2.42K - $2.8K
6.88K $320K
Aug 30, 2022 Q2 2022
Raleigh Capital Management Inc.

Cary, NC
SELL
 -
-68
- 2.54%
$2.53K - $2.93K
2.61K $121K
Aug 05, 2022 Q2 2022
Keystone Financial Group

SELL
 -
-74
- 0.15%
$2.76K - $3.18K
48K $2.23M
Jul 27, 2022 Q2 2022
Csenge Advisory Group

SELL
 -
-80
- 0.84%
$2.98K - $3.44K
9.4K $437K
Aug 08, 2022 Q2 2022
Jones Financial Companies Lllp

SELL
 -
-101
- 3.95%
$3.76K - $4.35K
2.46K $114K
Aug 11, 2022 Q2 2022
New England Private Wealth Advisors LLC

Wellesley, MA
SELL
 -
-112
- 0.01%
$4.17K - $4.82K
894K $41.6M
Aug 02, 2022 Q2 2022
Baystate Wealth Management LLC

SELL
 -
-136
- 0.46%
$5.06K - $5.85K
29.4K $1.37M
Jul 13, 2022 Q2 2022
Clarus Wealth Advisors

SELL
 -
-144
- 0.7%
$5.36K - $6.19K
20.3K $943K
Aug 02, 2022 Q2 2022
Mufg Americas Holdings Corp

SELL
 -
-150
- 14.52%
$5.59K - $6.45K
883 $41.1K
Dec 01, 2022 Q2 2022
Mufg Americas Holdings Corp

SELL
 -
-150
- 14.52%
$5.59K - $6.45K
883 $41.1K
Aug 04, 2022 Q2 2022
Walkner Condon Financial Advisors LLC

SELL
 -
-162
- 1.41%
$6.03K - $6.97K
11.3K $526K
Aug 09, 2022 Q2 2022
Shakespeare Wealth Management, Inc.

Pewaukee, WI
SELL
 -
-170
- 1.2%
$6.33K - $7.31K
13.9K $648K
Aug 15, 2022 Q2 2022
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-187
- 2.0%
$6.96K - $8.04K
9.14K $425K

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