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 08, 2022
Q2 2022
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-201- -0.0% |
$7.49K - $8.65K
|
4.55M
$212M
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-255Closed |
$9.5K - $11K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-257- 0.09% |
$9.57K - $11.1K
|
296K
$13.8M
|
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-258- 1.72% |
$9.61K - $11.1K
|
14.7K
$683K
|
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
SELL
|
- |
-269- 2.39% |
$10K - $11.6K
|
11K
$510K
|
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-280- 1.73% |
$10.4K - $12K
|
15.9K
$740K
|
|
|
Aug 08, 2022
Q2 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-288- 3.32% |
$10.7K - $12.4K
|
8.38K
$390K
|
|
|
Aug 16, 2022
Q2 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-298- 1.2% |
$11.1K - $12.8K
|
24.6K
$1.14M
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-298- 39.73% |
$11.1K - $12.8K
|
452
$21K
|
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
SELL
|
- |
-299- 4.42% |
$11.1K - $12.9K
|
6.46K
$300K
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-334- 2.58% |
$12.4K - $14.4K
|
12.6K
$586K
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-340Closed |
$12.7K - $14.6K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-370- 2.43% |
$13.8K - $15.9K
|
14.9K
$691K
|
|
|
Jul 22, 2022
Q2 2022
|
Willner & Heller, LLC
|
SELL
|
- |
-382- 1.79% |
$14.2K - $16.4K
|
20.9K
$973K
|
|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-383- 13.77% |
$14.3K - $16.5K
|
2.4K
$112K
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-383Closed |
$14.3K - $16.5K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-387- 0.31% |
$14.4K - $16.6K
|
125K
$5.81M
|
|
|
Jul 26, 2022
Q2 2022
|
Cypress Capital Group
|
SELL
|
- |
-417- 1.59% |
$15.5K - $17.9K
|
25.9K
$1.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-421- 4.05% |
$15.7K - $18.1K
|
9.99K
$464K
|
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-423- 0.92% |
$15.8K - $18.2K
|
45.6K
$2.12M
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-424- 1.27% |
$15.8K - $18.2K
|
32.9K
$1.53M
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-470- 5.16% |
$17.5K - $20.2K
|
8.63K
$401K
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-500Closed |
$18.6K - $21.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-503Closed |
$18.7K - $21.6K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-515- 3.8% |
$19.2K - $22.2K
|
13K
$607K
|
|
|
Aug 12, 2022
Q2 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-550- 7.24% |
$20.5K - $23.7K
|
7.05K
$328K
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-566- 0.9% |
$21.1K - $24.3K
|
62K
$2.88M
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-582- 30.25% |
$21.7K - $25K
|
1.34K
$62.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-603- 0.15% |
$22.5K - $25.9K
|
390K
$18.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-620- 0.63% |
$23.1K - $26.7K
|
98.2K
$4.57M
|
|
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-675- 2.68% |
$25.1K - $29K
|
24.5K
$1.14M
|
|
|
Nov 14, 2024
Q2 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-694- 4.86% |
$25.8K - $29.9K
|
13.6K
$632K
|
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-703Closed |
$26.2K - $30.2K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-711- 0.16% |
$26.5K - $30.6K
|
440K
$20.4M
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-726- 73.63% |
$27K - $31.2K
|
260
$12.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-740- 96.61% |
$27.6K - $31.8K
|
26
$1.21K
|
|
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-810- 0.31% |
$30.2K - $34.8K
|
263K
$12.2M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-826- 2.85% |
$30.8K - $35.5K
|
28.2K
$1.31M
|
|
|
Jul 13, 2022
Q2 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-862- 12.6% |
$32.1K - $37.1K
|
5.98K
$278K
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-870- 6.02% |
$32.4K - $37.4K
|
13.6K
$632K
|
|
|
Jul 28, 2022
Q2 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-875- 46.59% |
$32.6K - $37.6K
|
1K
$46.6K
|
|
|
Jul 27, 2022
Q2 2022
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-887- 0.91% |
$33K - $38.2K
|
96.9K
$4.51M
|
|
|
Aug 05, 2022
Q2 2022
|
1 St Source Bank
|
SELL
|
- |
-903- 0.41% |
$33.6K - $38.8K
|
217K
$10.1M
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-915- 3.94% |
$34.1K - $39.4K
|
22.3K
$1.04M
|
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-917- 3.99% |
$34.1K - $39.4K
|
22.1K
$1.03M
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-917- 1.19% |
$34.1K - $39.4K
|
76.4K
$3.55M
|
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-932- 1.81% |
$34.7K - $40.1K
|
50.7K
$2.36M
|
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-971- 3.61% |
$36.2K - $41.8K
|
25.9K
$1.2M
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-995- 6.46% |
$37.1K - $42.8K
|
14.4K
$670K
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.01K- 5.92% |
$37.6K - $43.5K
|
16.1K
$746K
|