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 19, 2023
Q2 2023
|
Planning Directions Inc
|
SELL
|
- |
-3.45K- 9.52% |
$133K - $140K
|
32.8K
$1.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.45K- 57.84% |
$133K - $140K
|
2.52K
$111K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.45K- 12.27% |
$133K - $140K
|
24.7K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-3.49K- 1.23% |
$135K - $142K
|
279K
$12.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.81K- 6.45% |
$147K - $155K
|
55.3K
$2.45M
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.83K- 42.22% |
$148K - $156K
|
5.23K
$232K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.93K- 4.19% |
$152K - $160K
|
90K
$3.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.29K- 1.01% |
$166K - $175K
|
421K
$18.6M
|
|
|
Aug 11, 2023
Q2 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-4.63K- 19.76% |
$179K - $188K
|
18.8K
$832K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.72K- 4.07% |
$182K - $192K
|
111K
$4.93M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-4.79K- 21.99% |
$185K - $195K
|
17K
$752K
|
|
|
Aug 08, 2023
Q2 2023
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-5.06K- 2.59% |
$196K - $206K
|
190K
$8.41M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-5.14K- 34.17% |
$199K - $209K
|
9.91K
$439K
|
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-5.17K- 3.93% |
$200K - $210K
|
126K
$5.59M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-5.54K- 2.34% |
$214K - $226K
|
232K
$10.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-5.6K- 4.68% |
$217K - $228K
|
114K
$5.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-5.81K- 47.31% |
$225K - $237K
|
6.47K
$287K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-5.87K- 3.21% |
$227K - $239K
|
177K
$7.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-6.03K- 2.93% |
$233K - $246K
|
200K
$8.85M
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-6.12K- 35.7% |
$236K - $249K
|
11K
$488K
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-6.31K- 12.77% |
$244K - $257K
|
43.1K
$1.91M
|
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-6.33K- 8.71% |
$245K - $258K
|
66.4K
$2.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-6.54K- 31.07% |
$253K - $266K
|
14.5K
$643K
|
|
|
Jul 21, 2023
Q2 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-6.67K- 3.1% |
$258K - $272K
|
209K
$9.25M
|
|
|
Jul 19, 2023
Q2 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-7.34K- 9.26% |
$284K - $299K
|
71.9K
$3.19M
|
|
|
Aug 02, 2023
Q2 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-7.38K- 3.72% |
$285K - $300K
|
191K
$8.46M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-7.47K- 32.46% |
$289K - $304K
|
15.6K
$689K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-8.33K- 1.24% |
$322K - $339K
|
664K
$29.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.35K- 3.23% |
$323K - $340K
|
251K
$11.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.47K- 5.24% |
$327K - $345K
|
153K
$6.78M
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-9.17K- 26.67% |
$355K - $374K
|
25.2K
$1.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.25K- 18.54% |
$358K - $377K
|
40.6K
$1.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-9.37K- 22.3% |
$362K - $382K
|
32.7K
$1.45M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-9.9K- 6.9% |
$383K - $403K
|
134K
$5.92M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-10.4K- 10.44% |
$401K - $422K
|
89K
$3.94M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-10.8K- 15.86% |
$419K - $441K
|
57.5K
$2.55M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-11.6K- 0.8% |
$448K - $472K
|
1.44M
$63.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-11.6K- 23.03% |
$449K - $473K
|
38.8K
$1.72M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-11.8K- 52.05% |
$455K - $479K
|
10.8K
$481K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-12.2K- 29.77% |
$471K - $496K
|
28.7K
$1.27M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-12.5K- 53.82% |
$483K - $509K
|
10.7K
$475K
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-12.9K- 20.71% |
$498K - $525K
|
49.3K
$2.19M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-13K- 4.93% |
$502K - $529K
|
251K
$11.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-13K- 2.72% |
$504K - $531K
|
467K
$20.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-13.6K- 2.04% |
$524K - $552K
|
650K
$28.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-13.7K- 2.78% |
$531K - $559K
|
481K
$21.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
SELL
|
- |
-14.6K- 7.66% |
$563K - $593K
|
175K
$7.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-14.7K- 8.91% |
$569K - $600K
|
151K
$6.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-14.9K- 1.76% |
$576K - $606K
|
831K
$36.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-15.7K- 5.83% |
$606K - $638K
|
253K
$11.2M
|