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 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-36- 0.29% |
$1.39K - $1.47K
|
12.4K
$550K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-42- 0.06% |
$1.62K - $1.71K
|
70.2K
$3.11M
|
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-48- 0.53% |
$1.86K - $1.95K
|
8.93K
$396K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-49- 0.45% |
$1.89K - $2K
|
10.8K
$480K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-74- 1.62% |
$2.86K - $3.01K
|
4.51K
$200K
|
|
|
Jul 10, 2024
Q2 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-82- 0.74% |
$3.17K - $3.34K
|
11K
$489K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-113- 0.8% |
$4.37K - $4.6K
|
13.9K
$618K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-115- 0.88% |
$4.45K - $4.68K
|
13K
$575K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-130- 9.62% |
$5.03K - $5.29K
|
1.22K
$54.1K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-131- 7.77% |
$5.06K - $5.33K
|
1.55K
$68.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-149- 2.51% |
$5.76K - $6.07K
|
5.8K
$257K
|
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-168- 0.11% |
$6.49K - $6.84K
|
153K
$6.76M
|
|
|
Jul 14, 2023
Q2 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-180- 0.13% |
$6.96K - $7.33K
|
134K
$5.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-184- 1.77% |
$7.11K - $7.49K
|
10.2K
$453K
|
|
|
Jul 24, 2023
Q2 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-189- 0.09% |
$7.31K - $7.7K
|
209K
$9.26M
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-196- 4.94% |
$7.58K - $7.98K
|
3.77K
$167K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-206- 0.51% |
$7.96K - $8.39K
|
40.4K
$1.79M
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-214- 0.22% |
$8.27K - $8.71K
|
96.9K
$4.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
SELL
|
- |
-222- 0.07% |
$8.58K - $9.04K
|
337K
$14.9M
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-227- 37.21% |
$8.78K - $9.24K
|
383
$17K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-232- 4.02% |
$8.97K - $9.45K
|
5.53K
$245K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-234- 0.38% |
$9.05K - $9.53K
|
60.8K
$2.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-240- 2.6% |
$9.28K - $9.77K
|
8.98K
$398K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-244Closed |
$9.43K - $9.94K
|
0
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-250- 3.22% |
$9.67K - $10.2K
|
7.51K
$332K
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-257- 2.42% |
$9.94K - $10.5K
|
10.3K
$458K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-305- 0.52% |
$11.8K - $12.4K
|
58.6K
$2.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-324- 3.07% |
$12.5K - $13.2K
|
10.2K
$453K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-334- 0.2% |
$12.9K - $13.6K
|
166K
$7.35M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-335- 0.74% |
$13K - $13.6K
|
45K
$1.99M
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-338- 1.93% |
$13.1K - $13.8K
|
17.2K
$763K
|
|
|
Aug 08, 2023
Q2 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-361- 2.24% |
$14K - $14.7K
|
15.8K
$699K
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-364- 2.45% |
$14.1K - $14.8K
|
14.5K
$643K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-374- 0.4% |
$14.5K - $15.2K
|
92.6K
$4.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-379- 71.64% |
$14.7K - $15.4K
|
150
$6.65K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-396- 0.64% |
$15.3K - $16.1K
|
61.5K
$2.72M
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-425- 5.09% |
$16.4K - $17.3K
|
7.92K
$351K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-432- 42.9% |
$16.7K - $17.6K
|
575
$25.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-436- 4.55% |
$16.9K - $17.8K
|
9.15K
$405K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-450- 6.33% |
$17.4K - $18.3K
|
6.66K
$295K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-462- 14.74% |
$17.9K - $18.8K
|
2.67K
$118K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-489- 2.39% |
$18.9K - $19.9K
|
19.9K
$883K
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-500- 2.48% |
$19.3K - $20.4K
|
19.7K
$871K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-504- 8.94% |
$19.5K - $20.5K
|
5.13K
$227K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-579- 48.7% |
$22.4K - $23.6K
|
610
$27K
|
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-600- 1.15% |
$23.2K - $24.4K
|
51.6K
$2.28M
|
|
|
Jul 17, 2023
Q2 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-600- 10.54% |
$23.2K - $24.4K
|
5.1K
$226K
|
|
|
Jul 13, 2023
Q2 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-610- 1.54% |
$23.6K - $24.8K
|
38.9K
$1.73M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-625- 0.01% |
$24.2K - $25.5K
|
4.51M
$200M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-628- 1.17% |
$24.3K - $25.6K
|
53.1K
$2.35M
|