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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-16.4K- 1.63% |
$632K - $666K
|
986K
$43.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-17K- 47.13% |
$656K - $691K
|
19K
$843K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-17.3K- 24.53% |
$669K - $705K
|
53.3K
$2.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-17.4K- 2.5% |
$673K - $709K
|
678K
$30.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-17.8K- 6.63% |
$687K - $724K
|
251K
$11.1M
|
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-18K- 1.99% |
$695K - $732K
|
885K
$39.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-20K- 73.45% |
$774K - $815K
|
7.24K
$321K
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-21.8K- 4.49% |
$841K - $886K
|
463K
$20.5M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-22.2K- 15.59% |
$858K - $903K
|
120K
$5.32M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-22.2K- 15.59% |
$858K - $903K
|
120K
$5.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-28.4K- 5.32% |
$1.1M - $1.16M
|
506K
$22.4M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-29.5K- 11.4% |
$1.14M - $1.2M
|
229K
$10.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-30.9K- 8.23% |
$1.2M - $1.26M
|
345K
$15.3M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-32.3K- 81.08% |
$1.25M - $1.32M
|
7.54K
$334K
|
|
|
Jul 24, 2023
Q2 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-37.2K- 10.26% |
$1.44M - $1.51M
|
325K
$14.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-41.5K- 94.44% |
$1.61M - $1.69M
|
2.44K
$108K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-42.9K- 19.76% |
$1.66M - $1.75M
|
174K
$7.71M
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-49.6K- 31.5% |
$1.92M - $2.02M
|
108K
$4.78M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-52.9K- 5.87% |
$2.05M - $2.16M
|
849K
$37.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-58.8K- 79.95% |
$2.27M - $2.39M
|
14.7K
$653K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-69.1K- 26.12% |
$2.67M - $2.81M
|
195K
$8.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-77.5K- 23.92% |
$3M - $3.16M
|
246K
$10.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-83.9K- 2.65% |
$3.25M - $3.42M
|
3.08M
$136M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-86.4K- 5.33% |
$3.34M - $3.52M
|
1.53M
$68M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-88.3K- 84.51% |
$3.41M - $3.6M
|
16.2K
$717K
|
|
|
Jul 20, 2023
Q2 2023
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-89.7K- 40.19% |
$3.47M - $3.65M
|
134K
$5.91M
|
|
|
Jul 27, 2023
Q2 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-102K- 33.92% |
$3.96M - $4.17M
|
199K
$8.83M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-129K- 72.85% |
$5M - $5.27M
|
48.2K
$2.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-135K- 2.37% |
$5.23M - $5.51M
|
5.58M
$247M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-141K- 41.62% |
$5.47M - $5.76M
|
198K
$8.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-156K- 85.57% |
$6.03M - $6.35M
|
26.3K
$1.16M
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-162K- 37.46% |
$6.25M - $6.59M
|
270K
$12M
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
SELL
|
- |
-165K- 89.14% |
$6.4M - $6.74M
|
20.1K
$892K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-170K- 16.97% |
$6.57M - $6.92M
|
832K
$36.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-186K- 18.66% |
$7.18M - $7.56M
|
809K
$35.8M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-233K- 77.92% |
$9.01M - $9.49M
|
66.1K
$2.93M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-248K- 89.81% |
$9.58M - $10.1M
|
28.1K
$1.24M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-254K- 4.23% |
$9.83M - $10.4M
|
5.75M
$255M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-267K- 26.7% |
$10.3M - $10.9M
|
732K
$32.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-301K- 3.85% |
$11.6M - $12.2M
|
7.51M
$333M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-326K- 13.32% |
$12.6M - $13.3M
|
2.12M
$94M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-365K- 8.01% |
$14.1M - $14.8M
|
4.19M
$185M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-704K- 9.79% |
$27.2M - $28.7M
|
6.49M
$287M
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-802K- 28.85% |
$31M - $32.6M
|
1.98M
$87.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-847K- 2.58% |
$32.7M - $34.5M
|
32M
$1.42B
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-883K- 8.55% |
$34.1M - $35.9M
|
9.45M
$418M
|