Purchases and Sales Made in Q2 2023 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 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
Jul 24, 2023 Q2 2023
Dfpg Investments, LLC

BUY
 -
1.98K
+ 6.88%
$76.4K - $80.5K
30.7K $1.36M
Aug 02, 2023 Q2 2023
1776 Wealth LLC

BUY
 -
1.93K
+ 1.83%
$74.5K - $78.4K
107K $4.76M
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
1.82K
+ 9.01%
$70.2K - $73.9K
22K $973K
Jul 13, 2023 Q2 2023
Wealth Care Investment Partners, LLC

BUY
 -
1.72K
+ 0.8%
$66.5K - $70K
218K $9.65M
Jul 20, 2023 Q2 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
1.64K
+ 1.88%
$63.4K - $66.7K
89K $3.94M
Jul 18, 2023 Q2 2023
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
1.58K
+ 3.27%
$60.9K - $64.1K
49.8K $2.21M
Jul 28, 2023 Q2 2023
Oakworth Capital, Inc.

BUY
 -
1.5K
New
$58K - $61.1K
1.5K $66.5K
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

BUY
 -
1.46K
New
$56.4K - $59.5K
1.46K $64.7K
Jul 13, 2023 Q2 2023
Key Client Fiduciary Advisors, LLC

BUY
 -
1.46K
+ 0.92%
$56.3K - $59.3K
160K $7.08M
Aug 14, 2023 Q2 2023
Okabena Investment Services Inc

Minneapolis, MN
BUY
 -
1.35K
New
$52K - $54.8K
1.35K $59.6K
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
1.29K
+ 3.28%
$50K - $52.7K
40.7K $1.8M
Aug 11, 2023 Q2 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
1.28K
+ 3.78%
$49.5K - $52.2K
35.1K $1.56M
Aug 03, 2023 Q2 2023
Triumph Capital Management

BUY
 -
1.25K
+ 2.12%
$48.2K - $50.8K
60.2K $2.67M
Jul 17, 2023 Q2 2023
Alta Wealth Advisors LLC

BUY
 -
1.21K
+ 4.39%
$46.7K - $49.2K
28.7K $1.27M
Jul 24, 2023 Q2 2023
Accel Wealth Management

BUY
 -
1.16K
+ 2.3%
$44.9K - $47.3K
51.7K $2.29M
Aug 02, 2023 Q2 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
1.14K
New
$44.1K - $46.4K
1.14K $50.5K
Aug 08, 2023 Q2 2023
L.M. Kohn & Company

BUY
 -
1.07K
+ 5.0%
$41.4K - $43.6K
22.5K $997K
Aug 10, 2023 Q2 2023
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
988
+ 0.67%
$38.2K - $40.2K
149K $6.59M
Jul 17, 2023 Q2 2023
Denver Wealth Management, Inc.

Greenwood Village, CO
BUY
 -
982
+ 2.27%
$38K - $40K
44.3K $1.96M
Aug 03, 2023 Q2 2023
Addison Advisors LLC

BUY
 -
975
New
$37.7K - $39.7K
975 $43.2K
Jul 14, 2023 Q2 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
971
+ 8.87%
$37.5K - $39.5K
11.9K $528K
Jul 18, 2023 Q2 2023
Northwest Bank & Trust CO

Davenport, IA
BUY
 -
938
New
$36.3K - $38.2K
938 $41.6K
Jul 24, 2023 Q2 2023
Retirement Planning Group

BUY
 -
936
+ 18.49%
$36.2K - $38.1K
6K $266K
Jul 25, 2023 Q2 2023
Horst & Graben Wealth Management LLC

BUY
 -
929
+ 15.75%
$35.9K - $37.8K
6.83K $303K
Jul 26, 2023 Q2 2023
Santori & Peters, Inc.

BUY
 -
925
+ 1.55%
$35.8K - $37.7K
60.8K $2.69M
Jul 12, 2023 Q2 2023
Beacon Capital Management, LLC

BUY
 -
916
+ 74.23%
$35.4K - $37.3K
2.15K $95.2K
Aug 03, 2023 Q2 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
914
+ 2.26%
$35.3K - $37.2K
41.4K $1.83M
Aug 04, 2023 Q2 2023
Stegent Equity Advisors, Inc.

Houston, TX
BUY
 -
869
+ 1.74%
$33.6K - $35.4K
50.9K $2.25M
Jul 18, 2023 Q2 2023
Stratos Wealth Advisors, LLC

BUY
 -
848
+ 3.02%
$32.8K - $34.5K
28.9K $1.28M
Aug 11, 2023 Q2 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
787
+ 14.53%
$30.4K - $32K
6.21K $275K
Aug 11, 2023 Q2 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
751
New
$29K - $30.6K
751 $33.3K
Jul 14, 2023 Q2 2023
Venture Visionary Partners LLC

BUY
 -
721
+ 2.23%
$27.9K - $29.4K
33.1K $1.46M
Jul 14, 2023 Q2 2023
Westside Investment Management, Inc.

BUY
 -
672
+ 3.08%
$26K - $27.4K
22.5K $996K
Jul 07, 2023 Q2 2023
Weitzel Financial Services, Inc.

BUY
 -
654
+ 9.57%
$25.3K - $26.6K
7.49K $332K
Jul 13, 2023 Q2 2023
Pinnacle Bancorp, Inc.

BUY
 -
643
+ 17.13%
$24.9K - $26.2K
4.4K $195K
Jul 17, 2023 Q2 2023
Ergawealth Advisors, Inc.

Oak Brook, IL
BUY
 -
572
+ 10.56%
$22.1K - $23.3K
5.99K $265K
Apr 22, 2024 Q2 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
534
+ 2.05%
$20.6K - $21.7K
26.6K $1.18M
Jul 25, 2023 Q2 2023
Braun Bostich & Associates Inc.

Canonsburg, PA
BUY
 -
525
+ 1.85%
$20.3K - $21.4K
28.9K $1.28M
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
501
+ 0.04%
$19.4K - $20.4K
1.25M $55.2M
Jul 19, 2023 Q2 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
488
+ 329.73%
$18.9K - $19.9K
636 $28.2K
Jul 21, 2023 Q2 2023
Mainsail Financial Group, LLC

Bellevue, WA
BUY
 -
446
+ 0.26%
$17.2K - $18.2K
172K $7.64M
Aug 08, 2023 Q2 2023
Archer Investment Corp

BUY
 -
410
+ 3.88%
$15.9K - $16.7K
11K $486K
Aug 11, 2023 Q2 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
382
+ 7.39%
$14.8K - $15.6K
5.55K $246K
Aug 14, 2023 Q2 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
379
+ 252.67%
$14.7K - $15.4K
529 $23.4K
Jul 20, 2023 Q2 2023
Inspirion Wealth Advisors, LLC

BUY
 -
370
+ 3.28%
$14.3K - $15.1K
11.7K $516K
Aug 11, 2023 Q2 2023
Stonebridge Financial Planning Group, LLC

BUY
 -
352
+ 3.54%
$13.6K - $14.3K
10.3K $456K
Jul 20, 2023 Q2 2023
Ballew Advisors, Inc

BUY
 -
348
+ 0.34%
$13.5K - $14.2K
102K $4.5M
Jul 21, 2023 Q2 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
285
+ 0.49%
$11K - $11.6K
59K $2.62M
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
280
New
$10.8K - $11.4K
280 $12.4K

Track Institutional and Insider Activities on FVD

Follow FIRST TR VALUE LINE DIVID INDE and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells FVD shares.

Notify only if

Insider Trading

Get notified when an First Tr Value Line Divid Inde insider buys or sells FVD shares.

Notify only if

News

Receive news related to FIRST TR VALUE LINE DIVID INDE

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on FVD