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
Aug 15, 2022 Q2 2022
Mutual Advisors, LLC

Casper, WY
SELL
 -
-5.14K
- 7.17%
$191K - $221K
66.6K $3.08M
Aug 03, 2022 Q2 2022
Newman Dignan & Sheerar, Inc.

SELL
 -
-5.18K
Closed
$193K - $223K
0 $0
Jul 27, 2022 Q2 2022
Alpha Star Capital Management, LLC

SELL
 -
-5.32K
- 8.66%
$198K - $229K
56.1K $2.6M
Aug 09, 2022 Q2 2022
Huntington National Bank

Columbus, OH
SELL
 -
-5.38K
- 49.8%
$200K - $231K
5.42K $251K
Aug 08, 2022 Q2 2022
First National Bank & Trust CO Of Newtown

SELL
 -
-5.41K
Closed
$202K - $233K
0 $0
Aug 15, 2022 Q2 2022
White Knight Strategic Wealth Advisors, LLC

Princeton, NJ
SELL
 -
-5.64K
- 12.98%
$210K - $243K
37.8K $1.75M
Aug 08, 2022 Q2 2022
Bay Colony Advisory Group, Inc D

SELL
 -
-5.65K
Closed
$210K - $243K
0 $0
Jul 15, 2022 Q2 2022
Tkg Advisors, LLC

SELL
 -
-5.74K
Closed
$214K - $247K
0 $0
Jul 29, 2022 Q2 2022
Avidian Wealth Solutions, LLC

SELL
 -
-5.98K
- 2.04%
$223K - $257K
287K $13.3M
Jul 28, 2022 Q2 2022
Latitude Advisors, LLC

SELL
 -
-6K
Closed
$223K - $258K
0 $0
Aug 10, 2022 Q2 2022
Kovack Advisors, Inc.

SELL
 -
-6.83K
- 7.27%
$254K - $294K
87.1K $4.03M
Jul 07, 2022 Q2 2022
Moody National Bank Trust Division

SELL
 -
-6.83K
Closed
$254K - $294K
0 $0
Aug 12, 2022 Q2 2022
Natixis Advisors, L.P.

Boston, MA
SELL
 -
-6.89K
- 29.68%
$257K - $297K
16.3K $755K
May 14, 2024 Q2 2022
Goldman Sachs Group Inc

New York, NY
SELL
 -
-7.04K
- 6.22%
$262K - $303K
106K $4.9M
Aug 17, 2022 Q2 2022
International Assets Investment Management, LLC

Orlando, FL
SELL
 -
-7.17K
- 7.2%
$267K - $308K
92.4K $4.27M
Jul 15, 2022 Q2 2022
Asset Management Resources, LLC

SELL
 -
-7.33K
Closed
$273K - $315K
0 $0
Jul 27, 2022 Q2 2022
Cottonwood Capital Advisors, LLC

SELL
 -
-7.4K
- 5.35%
$275K - $318K
131K $6.05M
Aug 15, 2022 Q2 2022
Two Sigma Securities, LLC

New York, NY
SELL
 -
-7.74K
- 34.91%
$288K - $333K
14.4K $668K
Jul 28, 2022 Q2 2022
Shelton Wealth Management, LLC

SELL
 -
-7.81K
- 13.85%
$291K - $336K
48.6K $2.25M
Jul 26, 2022 Q2 2022
Colton Groome Financial Advisors, LLC

SELL
 -
-8.09K
- 38.16%
$301K - $348K
13.1K $606K
Aug 08, 2022 Q2 2022
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-9.05K
- 9.25%
$337K - $389K
88.8K $4.11M
Aug 08, 2022 Q2 2022
Blackhawk Capital Partners Llc.

Thiensville, WI
SELL
 -
-9.45K
- 24.04%
$352K - $406K
29.8K $1.38M
Jul 18, 2022 Q2 2022
Camelot Portfolios, LLC

SELL
 -
-10.5K
- 27.51%
$390K - $451K
27.6K $1.28M
Jul 19, 2022 Q2 2022
Icon Wealth Partners, LLC

SELL
 -
-10.6K
- 13.05%
$395K - $456K
70.7K $3.27M
Aug 05, 2022 Q2 2022
Benedetti & Gucer, Inc.

SELL
 -
-10.7K
- 6.89%
$399K - $461K
145K $6.7M
Jul 18, 2022 Q2 2022
Octavia Wealth Advisors, LLC

SELL
 -
-11.1K
- 2.35%
$414K - $478K
462K $21.4M
Aug 15, 2022 Q2 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-11.2K
- 9.03%
$417K - $481K
113K $5.22M
Jan 27, 2023 Q2 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-11.2K
- 9.03%
$417K - $481K
113K $5.22M
Jul 28, 2022 Q2 2022
D.A. Davidson & Co.

SELL
 -
-11.7K
- 2.21%
$435K - $503K
518K $24M
Jul 15, 2022 Q2 2022
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-11.7K
- 15.7%
$436K - $503K
62.8K $2.9M
Aug 12, 2022 Q2 2022
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-12.1K
- 12.75%
$452K - $522K
83K $3.84M
Aug 08, 2022 Q2 2022
Y Intercept (Hong Kong) LTD

SELL
 -
-12.2K
Closed
$454K - $524K
0 $0
Jul 19, 2022 Q2 2022
Good Life Advisors, LLC

SELL
 -
-13K
- 3.67%
$484K - $559K
341K $15.8M
Jul 13, 2022 Q2 2022
Strategy Asset Managers LLC

SELL
 -
-13K
- 58.12%
$486K - $561K
9.4K $435K
Aug 15, 2022 Q2 2022
Royal Bank Of Canada

Toronto, A6
SELL
 -
-13.3K
- 0.26%
$497K - $574K
5.21M $241M
Aug 08, 2022 Q2 2022
One Ascent Wealth Management LLC

Birmingham, AL
SELL
 -
-13.5K
Closed
$502K - $580K
0 $0
Aug 04, 2022 Q2 2022
Ifg Advisory, LLC

SELL
 -
-13.5K
- 2.3%
$503K - $581K
574K $26.5M
Aug 15, 2022 Q2 2022
Hbk Sorce Advisory LLC

Erie, PA
SELL
 -
-14.2K
Closed
$528K - $610K
0 $0
Jul 28, 2022 Q2 2022
Avestar Capital, LLC

SELL
 -
-14.3K
- 13.78%
$534K - $616K
89.6K $4.14M
Aug 08, 2022 Q2 2022
Fountainhead Am, LLC

Warren, NJ
SELL
 -
-15K
- 2.83%
$558K - $644K
514K $23.8M
Aug 11, 2022 Q2 2022
Jpmorgan Chase & CO

New York, NY
SELL
 -
-15.8K
- 19.98%
$587K - $678K
63.2K $2.92M
Jul 11, 2022 Q2 2022
Prism Advisors, Inc.

SELL
 -
-16.3K
- 2.87%
$608K - $702K
552K $25.5M
Aug 09, 2022 Q2 2022
Virtu Financial LLC

New York, NY
SELL
 -
-18.3K
Closed
$682K - $788K
0 $0
Jul 21, 2022 Q2 2022
First Command Financial Services, Inc.

SELL
 -
-19.6K
- 8.74%
$729K - $842K
204K $9.45M
Jul 21, 2022 Q2 2022
First Command Bank

SELL
 -
-19.6K
- 8.74%
$729K - $842K
204K $9.45M
Aug 02, 2022 Q2 2022
E Rn Financial, LLC

SELL
 -
-21.3K
- 30.21%
$794K - $918K
49.3K $2.28M
Aug 15, 2022 Q2 2022
Kowal Investment Group, LLC

Waukesha, WI
SELL
 -
-22.1K
- 1.72%
$824K - $952K
1.26M $58.4M
Aug 15, 2022 Q2 2022
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
-22.8K
- 51.44%
$847K - $979K
21.5K $993K
Aug 15, 2022 Q2 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-23K
Closed
$856K - $988K
0 $0

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