Purchases and Sales Made in Q2 2023 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 2023. 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 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
26.6K+ 11.9% |
$1.03M - $1.08M
|
250K
$11.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
22.2K+ 56.85% |
$858K - $903K
|
61.2K
$2.72M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
20.8K+ 1.3% |
$804K - $847K
|
1.62M
$72M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
20.6K+ 197.82% |
$796K - $839K
|
31K
$1.38M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
20.6K+ 29.29% |
$796K - $839K
|
90.9K
$4.04M
|
|
|
Jul 14, 2023
Q2 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
20.5K+ 5.21% |
$792K - $835K
|
414K
$18.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
20.5K+ 9.89% |
$791K - $833K
|
227K
$10.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
20.4K+ 4.06% |
$790K - $832K
|
523K
$23.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
20.1K+ 19.6% |
$777K - $818K
|
123K
$5.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
19.7K+ 1.75% |
$763K - $804K
|
1.15M
$51.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
19.5K+ 7.84% |
$755K - $795K
|
269K
$11.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
18.6KNew |
$719K - $757K
|
18.6K
$827K
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
17.9K+ 98.63% |
$692K - $729K
|
36K
$1.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
16.4KNew |
$636K - $670K
|
16.4K
$731K
|
|
|
Jul 31, 2023
Q2 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
16.2K+ 8.31% |
$625K - $658K
|
211K
$9.37M
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
BUY
|
- |
15.8K+ 3.78% |
$611K - $644K
|
434K
$19.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
15.8K+ 15.78% |
$610K - $642K
|
116K
$5.15M
|
|
|
Jul 25, 2023
Q2 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
14.4K+ 4.22% |
$557K - $587K
|
356K
$15.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
14.1K+ 64.73% |
$543K - $572K
|
35.8K
$1.59M
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
13.9KNew |
$539K - $568K
|
13.9K
$620K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
13.5K+ 9.54% |
$524K - $551K
|
156K
$6.91M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13K+ 10.66% |
$501K - $528K
|
134K
$5.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.7K+ 3.42% |
$489K - $515K
|
383K
$17M
|
|
|
Aug 09, 2023
Q2 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
12.4KNew |
$480K - $505K
|
12.4K
$552K
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
11.9K+ 18.24% |
$460K - $485K
|
77.2K
$3.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
11.8K+ 67.12% |
$454K - $479K
|
29.3K
$1.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11.5K+ 84.47% |
$446K - $470K
|
25.2K
$1.12M
|
|
|
Aug 10, 2023
Q2 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
11.5K+ 2.19% |
$445K - $468K
|
537K
$23.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11.1K+ 2.49% |
$429K - $452K
|
457K
$20.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.9K+ 2.24% |
$421K - $444K
|
496K
$22.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.1K+ 6.9% |
$389K - $410K
|
156K
$6.93M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.83K+ 47.14% |
$380K - $400K
|
30.7K
$1.36M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.79K+ 555.19% |
$378K - $399K
|
11.6K
$514K
|
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
BUY
|
- |
9.39K+ 5.38% |
$363K - $382K
|
184K
$8.17M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
9.23KNew |
$357K - $376K
|
9.23K
$410K
|
|
|
Jul 21, 2023
Q2 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
9.2K+ 63.99% |
$356K - $375K
|
23.6K
$1.05M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
9.2KNew |
$355K - $374K
|
9.2K
$409K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
9.16K+ 5.9% |
$354K - $373K
|
164K
$7.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
8.9KNew |
$344K - $362K
|
8.9K
$396K
|
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
8.56KNew |
$331K - $349K
|
8.56K
$381K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
8.31K+ 1.49% |
$321K - $339K
|
567K
$25.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
8.3KNew |
$321K - $338K
|
8.3K
$369K
|
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
8.18K+ 213.36% |
$316K - $333K
|
12K
$534K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
7.98KNew |
$309K - $325K
|
7.98K
$355K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.97K+ 11.78% |
$308K - $324K
|
75.6K
$3.36M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.68KNew |
$297K - $313K
|
7.68K
$341K
|
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
7.65KNew |
$296K - $311K
|
7.65K
$340K
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
BUY
|
- |
7.42K+ 3.67% |
$287K - $302K
|
210K
$9.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
7.42K+ 7.39% |
$287K - $302K
|
108K
$4.79M
|
|
|
Aug 02, 2023
Q2 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
6.35K+ 1.51% |
$246K - $259K
|
427K
$19M
|