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 17, 2023
Q2 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-628- 1.17% |
$24.3K - $25.6K
|
53.1K
$2.36M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-629- 7.98% |
$24.3K - $25.6K
|
7.26K
$323K
|
|
|
Jul 21, 2023
Q2 2023
|
Treasure Coast Financial Planning
|
SELL
|
- |
-637- 9.43% |
$24.6K - $25.9K
|
6.12K
$272K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-656- 3.19% |
$25.4K - $26.7K
|
19.9K
$886K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-667- 7.01% |
$25.8K - $27.2K
|
8.85K
$394K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-673- 0.32% |
$26K - $27.4K
|
206K
$9.18M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-680- 1.19% |
$26.3K - $27.7K
|
56.3K
$2.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-686- 0.57% |
$26.5K - $27.9K
|
119K
$5.29M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-725- 1.39% |
$28K - $29.5K
|
51.3K
$2.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-760- 5.49% |
$29.4K - $30.9K
|
13.1K
$582K
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-795- 13.08% |
$30.7K - $32.4K
|
5.28K
$235K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-944- 1.0% |
$36.5K - $38.4K
|
93K
$4.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-945- 8.43% |
$36.5K - $38.5K
|
10.3K
$456K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-975- 8.93% |
$37.7K - $39.7K
|
9.95K
$442K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-975- 6.01% |
$37.7K - $39.7K
|
15.2K
$678K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-997- 1.44% |
$38.5K - $40.6K
|
68K
$3.02M
|
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1K- 14.71% |
$38.7K - $40.7K
|
5.8K
$258K
|
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.06K- 2.78% |
$40.9K - $43.1K
|
37K
$1.65M
|
|
|
Nov 14, 2024
Q2 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-1.08K- 6.05% |
$41.6K - $43.8K
|
16.7K
$742K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.08K- 8.18% |
$41.7K - $43.9K
|
12.1K
$538K
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.1K- 0.96% |
$42.4K - $44.7K
|
113K
$5.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-1.12K- 1.0% |
$43.3K - $45.6K
|
111K
$4.95M
|
|
|
Aug 07, 2023
Q2 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-1.15K- 6.06% |
$44.6K - $47K
|
17.9K
$795K
|
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.19K- 0.9% |
$46K - $48.5K
|
131K
$5.84M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.29K- 1.67% |
$49.7K - $52.3K
|
75.6K
$3.36M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.32K- 11.63% |
$51K - $53.7K
|
10K
$445K
|
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-1.32K- 3.24% |
$51K - $53.7K
|
39.3K
$1.75M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.39K- 1.82% |
$53.5K - $56.4K
|
74.9K
$3.33M
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
SELL
|
- |
-1.39K- 52.12% |
$53.8K - $56.6K
|
1.28K
$56.8K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.51K- 27.41% |
$58.2K - $61.3K
|
3.99K
$177K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.56K- 8.4% |
$60.2K - $63.4K
|
17K
$755K
|
|
|
Jul 17, 2023
Q2 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-1.61K- 1.8% |
$62.2K - $65.6K
|
87.8K
$3.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-1.63K- 5.81% |
$62.8K - $66.2K
|
26.3K
$1.17M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.66K- 1.27% |
$64.1K - $67.6K
|
129K
$5.71M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.67K- 6.37% |
$64.6K - $68K
|
24.6K
$1.09M
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-1.75K- 8.3% |
$67.7K - $71.3K
|
19.3K
$859K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.81K- 8.87% |
$70K - $73.7K
|
18.6K
$827K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-1.82K- 15.26% |
$70.2K - $73.9K
|
10.1K
$448K
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.82K- 8.6% |
$70.4K - $74.2K
|
19.4K
$860K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.89K- 1.18% |
$73K - $76.9K
|
158K
$7.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.09K- 3.07% |
$80.8K - $85.1K
|
66K
$2.93M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.11K- 44.9% |
$81.4K - $85.8K
|
2.58K
$115K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-2.21K- 10.82% |
$85.3K - $89.8K
|
18.2K
$809K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-2.21K- 2.71% |
$85.6K - $90.2K
|
79.5K
$3.54M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.58K- 10.26% |
$99.7K - $105K
|
22.6K
$1M
|
|
|
Aug 10, 2023
Q2 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-2.58K- 2.72% |
$99.7K - $105K
|
92.2K
$4.1M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-2.59K- 19.47% |
$100K - $106K
|
10.7K
$477K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-2.61K- 9.04% |
$101K - $106K
|
26.2K
$1.17M
|
|
|
Aug 01, 2023
Q2 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-2.65K- 4.03% |
$102K - $108K
|
63K
$2.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.71K- 19.87% |
$105K - $111K
|
10.9K
$487K
|