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 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
BUY
|
- |
6.21KNew |
$240K - $253K
|
6.21K
$275K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6.12K+ 1.78% |
$236K - $249K
|
350K
$15.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Concentrum Wealth Management
|
BUY
|
- |
6.09K+ 8.46% |
$235K - $248K
|
78K
$3.46M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
6.09K+ 7.26% |
$235K - $248K
|
89.9K
$3.98M
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
6.01K+ 65.17% |
$232K - $245K
|
15.2K
$675K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.93K+ 2.05% |
$229K - $242K
|
296K
$13.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.89KNew |
$228K - $240K
|
5.89K
$261K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.62K+ 27.23% |
$217K - $229K
|
26.3K
$1.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5.62KNew |
$217K - $229K
|
5.62K
$249K
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
5.47K+ 8.15% |
$212K - $223K
|
72.6K
$3.22M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.36K+ 3.64% |
$207K - $218K
|
153K
$6.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
5.18KNew |
$200K - $211K
|
5.18K
$229K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
5.04K+ 1.69% |
$195K - $205K
|
304K
$13.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
4.95K+ 5.9% |
$191K - $202K
|
88.8K
$3.93M
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
BUY
|
- |
4.94K+ 3.13% |
$191K - $201K
|
163K
$7.21M
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.83K+ 1.93% |
$187K - $197K
|
255K
$11.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
4.74K+ 32.01% |
$183K - $193K
|
19.6K
$866K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.5K+ 4.71% |
$174K - $183K
|
100K
$4.44M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
4.43KNew |
$171K - $181K
|
4.43K
$196K
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.39K+ 14.51% |
$170K - $179K
|
34.6K
$1.53M
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
4.32KNew |
$167K - $176K
|
4.32K
$191K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
4.01K+ 3.57% |
$155K - $163K
|
116K
$5.15M
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
3.95K+ 3.12% |
$153K - $161K
|
131K
$5.79M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.91K+ 0.66% |
$151K - $159K
|
596K
$26.4M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.88K+ 7.12% |
$150K - $158K
|
58.4K
$2.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.8K+ 1.08% |
$147K - $155K
|
356K
$15.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.7K+ 0.83% |
$143K - $151K
|
449K
$19.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.65K+ 3.88% |
$141K - $149K
|
97.7K
$4.33M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.65K+ 3.88% |
$141K - $149K
|
97.7K
$4.33M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.49K+ 3.27% |
$135K - $142K
|
110K
$4.88M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.41K+ 8.45% |
$132K - $139K
|
43.7K
$1.94M
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.38K+ 35.88% |
$131K - $138K
|
12.8K
$567K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.19K+ 1616.75% |
$123K - $130K
|
3.38K
$150K
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
3.14K+ 28.82% |
$122K - $128K
|
14.1K
$622K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
2.99K+ 5.81% |
$115K - $122K
|
54.4K
$2.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.86K+ 31.07% |
$111K - $116K
|
12.1K
$534K
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
2.85K+ 3.57% |
$110K - $116K
|
82.6K
$3.66M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.83K+ 4.52% |
$109K - $115K
|
65.4K
$2.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
2.78K+ 19.36% |
$107K - $113K
|
17.1K
$759K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.76K+ 2.66% |
$107K - $112K
|
107K
$4.72M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.74K+ 2.07% |
$106K - $112K
|
135K
$5.99M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.64K+ 1.02% |
$102K - $108K
|
263K
$11.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.44K+ 27.14% |
$94.4K - $99.4K
|
11.4K
$507K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.44K+ 4.12% |
$94.1K - $99.2K
|
61.5K
$2.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.39K+ 33.73% |
$92.5K - $97.4K
|
9.48K
$420K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.38K+ 10.53% |
$91.9K - $96.8K
|
24.9K
$1.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
BUY
|
- |
2.14K+ 1.94% |
$82.7K - $87.1K
|
113K
$4.99M
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2.12K+ 2.42% |
$82.1K - $86.5K
|
89.8K
$3.98M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.06K+ 4.29% |
$79.5K - $83.8K
|
50K
$2.21M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.02K+ 0.38% |
$78.2K - $82.3K
|
540K
$23.9M
|