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 21, 2022
Q2 2022
|
G&S Capital LLC
|
SELL
|
- |
-23.1KClosed |
$861K - $995K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-26.4KClosed |
$984K - $1.14M
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-27K- 15.1% |
$1M - $1.16M
|
152K
$7.01M
|
|
Aug 02, 2022
Q2 2022
|
Advisor Os, LLC
|
SELL
|
- |
-27.7K- 11.06% |
$1.03M - $1.19M
|
223K
$10.3M
|
|
Aug 12, 2022
Q2 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-29.5K- 39.52% |
$1.1M - $1.27M
|
45.2K
$2.09M
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-32.6K- 11.03% |
$1.21M - $1.4M
|
263K
$12.1M
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-34.4K- 19.86% |
$1.28M - $1.48M
|
139K
$6.43M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-35K- 33.27% |
$1.3M - $1.5M
|
70.1K
$3.24M
|
|
Jul 13, 2022
Q2 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-35.2K- 8.95% |
$1.31M - $1.51M
|
358K
$16.5M
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-35.9K- 25.31% |
$1.34M - $1.55M
|
106K
$4.9M
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-36.9K- 5.99% |
$1.37M - $1.59M
|
579K
$26.8M
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-37.3K- 3.75% |
$1.39M - $1.6M
|
956K
$44.2M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-37.6K- 3.41% |
$1.4M - $1.62M
|
1.07M
$49.4M
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-41K- 34.37% |
$1.53M - $1.76M
|
78.3K
$3.62M
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-41.2K- 7.36% |
$1.53M - $1.77M
|
519K
$24M
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-43.1K- 19.94% |
$1.61M - $1.86M
|
173K
$8.01M
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-43.2KClosed |
$1.61M - $1.86M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-58.8K- 23.77% |
$2.19M - $2.53M
|
189K
$8.72M
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-68.3K- 11.71% |
$2.54M - $2.94M
|
515K
$23.8M
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-71.4K- 88.02% |
$2.66M - $3.07M
|
9.72K
$449K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-71.9K- 4.6% |
$2.68M - $3.09M
|
1.49M
$68.9M
|
|
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-77.7K- 69.64% |
$2.89M - $3.34M
|
33.9K
$1.57M
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-81.5K- 61.42% |
$3.04M - $3.51M
|
51.2K
$2.37M
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-87.7K- 20.74% |
$3.27M - $3.77M
|
335K
$15.5M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-97K- 5.0% |
$3.61M - $4.17M
|
1.84M
$85.3M
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-108K- 28.74% |
$4.03M - $4.66M
|
268K
$12.4M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-118K- 12.83% |
$4.39M - $5.08M
|
802K
$37.1M
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-141K- 36.66% |
$5.26M - $6.08M
|
244K
$11.3M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-164K- 10.16% |
$6.11M - $7.06M
|
1.45M
$67.1M
|
|
Aug 04, 2022
Q2 2022
|
Petix & Botte CO
|
SELL
|
- |
-246K- 49.65% |
$9.17M - $10.6M
|
250K
$11.5M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-304K- 0.9% |
$11.3M - $13.1M
|
33.5M
$1.55B
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-304K- 0.9% |
$11.3M - $13.1M
|
33.5M
$1.55B
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-313KClosed |
$11.6M - $13.5M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-373K- 97.36% |
$13.9M - $16M
|
10.1K
$467K
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.09M- 12.37% |
$40.7M - $47.1M
|
7.75M
$359M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.59M- 12.94% |
$59.1M - $68.3M
|
10.7M
$494M
|
|
Jul 29, 2022
Q2 2022
|
Walker Asset Management, LLC
|
SELL
|
- |
-2.21M- 98.39% |
$82.2M - $94.9M
|
36.2K
$1.67M
|