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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
275+ 2.98% |
$10.6K - $11.2K
|
9.5K
$421K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
271+ 1.59% |
$10.5K - $11K
|
17.3K
$766K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
254+ 0.21% |
$9.82K - $10.3K
|
124K
$5.49M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
236+ 4.4% |
$9.12K - $9.61K
|
5.6K
$248K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
234+ 0.62% |
$9.05K - $9.53K
|
38.3K
$1.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
225New |
$8.7K - $9.16K
|
225
$9.97K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
204New |
$7.89K - $8.31K
|
204
$9.04K
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
202+ 0.67% |
$7.81K - $8.23K
|
30.6K
$1.35M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
200+ 72.46% |
$7.73K - $8.14K
|
476
$21.1K
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
200+ 0.39% |
$7.73K - $8.14K
|
52K
$2.3M
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
191New |
$7.38K - $7.78K
|
191
$8.46K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
162+ 0.56% |
$6.26K - $6.6K
|
29.1K
$1.29M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
160+ 0.13% |
$6.19K - $6.52K
|
122K
$5.4M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
153+ 0.74% |
$5.91K - $6.23K
|
20.9K
$926K
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
150+ 1.69% |
$5.8K - $6.11K
|
9.04K
$401K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
148+ 37.0% |
$5.72K - $6.03K
|
548
$24.3K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
148+ 37.0% |
$5.72K - $6.03K
|
548
$24.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
146+ 0.84% |
$5.64K - $5.95K
|
17.5K
$776K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
145New |
$5.61K - $5.9K
|
145
$6.42K
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
134+ 0.59% |
$5.18K - $5.46K
|
22.8K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
113+ 0.81% |
$4.37K - $4.6K
|
14.1K
$625K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
100+ 6.38% |
$3.87K - $4.07K
|
1.67K
$73.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
90+ 0.66% |
$3.48K - $3.66K
|
13.6K
$604K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
75New |
$2.9K - $3.05K
|
75
$3.32K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
72+ 72.0% |
$2.78K - $2.93K
|
172
$7.62K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
66New |
$2.55K - $2.69K
|
66
$2.92K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
65+ 7.03% |
$2.51K - $2.65K
|
990
$43.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
57+ 0.35% |
$2.2K - $2.32K
|
16.2K
$716K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
51+ 0.72% |
$1.97K - $2.08K
|
7.09K
$314K
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
47+ 0.31% |
$1.82K - $1.91K
|
15.4K
$683K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
40New |
$1.55K - $1.63K
|
40
$1.77K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
30+ 0.17% |
$1.16K - $1.22K
|
17.8K
$787K
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
27+ 0.16% |
$1.04K - $1.1K
|
17.1K
$758K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
14+ 0.21% |
$541 - $570
|
6.77K
$300K
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Square, LLC
|
BUY
|
- |
9+ 0.05% |
$348 - $366
|
17.1K
$756K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
7+ 0.1% |
$271 - $285
|
7.28K
$322K
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
5+ 0.07% |
$193 - $204
|
7.61K
$337K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4+ 0.28% |
$155 - $163
|
1.42K
$63K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
BUY
|
- |
4+ 0.53% |
$155 - $163
|
761
$33.7K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 0.78% |
$116 - $122
|
388
$17.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2+ 0.01% |
$77.3 - $81.4
|
15.9K
$705K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 0.76% |
$77.3 - $81.4
|
266
$11.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.07% |
$38.7 - $40.7
|
1.43K
$63.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-4- 0.01% |
$155 - $163
|
79K
$3.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-15- 0.03% |
$580 - $611
|
54.6K
$2.42M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-16- 0.17% |
$619 - $652
|
9.14K
$405K
|
|
|
Aug 09, 2023
Q2 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-23- 0.32% |
$889 - $937
|
7.27K
$322K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-23- 0.01% |
$889 - $937
|
166K
$7.35M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-25- 0.17% |
$966 - $1.02K
|
14.4K
$636K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-26- 0.39% |
$1.01K - $1.06K
|
6.69K
$296K
|