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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.01K- 3.37% |
$37.8K - $43.6K
|
29.1K
$1.35M
|
|
|
Jul 19, 2022
Q2 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.03K- 1.73% |
$38.4K - $44.4K
|
58.5K
$2.72M
|
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-1.04K- 13.42% |
$38.6K - $44.6K
|
6.68K
$311K
|
|
|
Aug 01, 2022
Q2 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.04K- 0.57% |
$38.7K - $44.7K
|
181K
$8.42M
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.08K- 3.54% |
$40.2K - $46.5K
|
29.4K
$1.37M
|
|
|
Aug 09, 2022
Q2 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.12K- 2.53% |
$41.6K - $48.1K
|
43K
$2M
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.19KClosed |
$44.4K - $51.2K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.29K- 6.64% |
$48.2K - $55.7K
|
18.2K
$846K
|
|
|
Jul 15, 2022
Q2 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-1.4K- 13.06% |
$52.2K - $60.3K
|
9.32K
$433K
|
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.42K- 1.57% |
$52.9K - $61.1K
|
89K
$4.14M
|
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.45K- 11.35% |
$54.1K - $62.5K
|
11.4K
$528K
|
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-1.49K- 10.26% |
$55.5K - $64.1K
|
13K
$606K
|
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.55K- 9.02% |
$57.6K - $66.6K
|
15.6K
$725K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.61KClosed |
$59.8K - $69K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.65K- 53.13% |
$61.4K - $70.9K
|
1.46K
$67.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.67K- 6.39% |
$62K - $71.7K
|
24.4K
$1.13M
|
|
|
Jan 19, 2024
Q2 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.7K- 14.96% |
$63.3K - $73.1K
|
9.67K
$449K
|
|
|
Aug 10, 2022
Q2 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.78K- 10.27% |
$66.3K - $76.6K
|
15.6K
$723K
|
|
|
Jul 19, 2022
Q2 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.78K- 19.84% |
$66.4K - $76.7K
|
7.2K
$335K
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.81K- 10.06% |
$67.3K - $77.7K
|
16.1K
$750K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.81K- 12.79% |
$67.5K - $78K
|
12.4K
$574K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.86K- 4.99% |
$69.2K - $79.9K
|
35.4K
$1.65M
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.97K- 6.17% |
$73.4K - $84.8K
|
30K
$1.4M
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.09K- 7.43% |
$77.8K - $89.9K
|
26K
$1.21M
|
|
|
Aug 05, 2022
Q2 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-2.22K- 28.4% |
$82.5K - $95.3K
|
5.59K
$260K
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.25K- 4.51% |
$83.9K - $96.9K
|
47.7K
$2.22M
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-2.27K- 7.0% |
$84.3K - $97.4K
|
30.1K
$1.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.4K- 2.23% |
$89.4K - $103K
|
105K
$4.89M
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.46K- 4.59% |
$91.7K - $106K
|
51.2K
$2.38M
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.49K- 1.31% |
$92.8K - $107K
|
187K
$8.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.54K- 4.39% |
$94.7K - $109K
|
55.4K
$2.58M
|
|
|
Jul 28, 2022
Q2 2022
|
Apexium Financial, LP
|
SELL
|
- |
-2.63K- 2.05% |
$97.9K - $113K
|
126K
$5.86M
|
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
SELL
|
- |
-2.64K- 1.62% |
$98.5K - $114K
|
160K
$7.45M
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.93K- 2.78% |
$109K - $126K
|
102K
$4.76M
|
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.21K- 6.41% |
$120K - $138K
|
46.8K
$2.18M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.33K- 0.09% |
$124K - $143K
|
3.61M
$168M
|
|
|
Aug 11, 2022
Q2 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-3.39K- 6.77% |
$126K - $146K
|
46.7K
$2.17M
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-3.75KClosed |
$140K - $161K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3.98K- 5.23% |
$148K - $171K
|
72.1K
$3.35M
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.03K- 1.62% |
$150K - $174K
|
245K
$11.4M
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.31K- 23.22% |
$161K - $185K
|
14.2K
$662K
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-4.49KClosed |
$167K - $193K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-4.6K- 28.66% |
$171K - $198K
|
11.4K
$532K
|
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-4.74KClosed |
$176K - $204K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.76KClosed |
$177K - $205K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.76K- 37.08% |
$177K - $205K
|
8.08K
$376K
|
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-4.83KClosed |
$180K - $208K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Mendel Capital Management LLC
|
SELL
|
- |
-4.99KClosed |
$186K - $215K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-5.01KClosed |
$186K - $215K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-5.11KClosed |
$190K - $220K
|
0
$0
|