Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
7.92K+ 8.9% |
$283K - $334K
|
96.9K
$4.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.72KNew |
$276K - $326K
|
7.72K
$359K
|
|
|
Nov 14, 2022
Q3 2022
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
7.35KNew |
$263K - $310K
|
7.35K
$342K
|
|
|
Oct 03, 2022
Q3 2022
|
Park National Corp
|
BUY
|
- |
7.3K+ 1.54% |
$261K - $308K
|
482K
$22.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
7.23K+ 2.95% |
$259K - $305K
|
252K
$11.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
7.21KNew |
$258K - $305K
|
7.21K
$335K
|
|
|
Nov 09, 2022
Q3 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
7.13K+ 23.88% |
$255K - $301K
|
37K
$1.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.12K+ 11.27% |
$255K - $301K
|
70.3K
$3.27M
|
|
|
Nov 01, 2022
Q3 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
6.95K+ 30.62% |
$249K - $294K
|
29.7K
$1.38M
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.95K+ 6.7% |
$249K - $294K
|
111K
$5.14M
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.76K+ 5.79% |
$242K - $286K
|
123K
$5.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
6.76KNew |
$242K - $285K
|
6.76K
$314K
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.63KNew |
$237K - $280K
|
6.63K
$308K
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6.24K+ 2.17% |
$223K - $264K
|
294K
$13.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
6.16K+ 0.94% |
$220K - $260K
|
659K
$30.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.94KNew |
$213K - $251K
|
5.94K
$276K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
5.58K+ 4.2% |
$200K - $236K
|
139K
$6.44M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
5.26K+ 14.08% |
$188K - $222K
|
42.6K
$1.98M
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
5.18K+ 3.52% |
$185K - $219K
|
152K
$7.07M
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5.1K+ 9.52% |
$183K - $216K
|
58.7K
$2.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
4.92K+ 4.3% |
$176K - $208K
|
119K
$5.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.89K+ 3.52% |
$175K - $206K
|
144K
$6.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.8K+ 2.56% |
$172K - $203K
|
192K
$8.92M
|
|
|
Oct 11, 2022
Q3 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
4.71K+ 5.41% |
$169K - $199K
|
91.9K
$4.27M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.11K+ 12.49% |
$147K - $174K
|
37K
$1.72M
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.06K+ 4.39% |
$145K - $171K
|
96.5K
$4.49M
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.03K+ 164.05% |
$144K - $170K
|
6.49K
$302K
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.88K+ 14.32% |
$139K - $164K
|
31K
$1.44M
|
|
|
Nov 03, 2022
Q3 2022
|
Tru Independence LLC
|
BUY
|
- |
3.87K+ 2.96% |
$138K - $163K
|
135K
$6.25M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.86K+ 17.46% |
$138K - $163K
|
25.9K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.82K+ 2.39% |
$137K - $161K
|
164K
$7.62M
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
3.82K+ 0.47% |
$137K - $161K
|
814K
$37.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
3.74K+ 10.99% |
$134K - $158K
|
37.8K
$1.76M
|
|
|
Nov 03, 2022
Q3 2022
|
Advisor Os, LLC
|
BUY
|
- |
3.61K+ 1.62% |
$129K - $153K
|
226K
$10.5M
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
3.32K+ 124.43% |
$119K - $140K
|
5.99K
$278K
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.32K+ 10.73% |
$119K - $140K
|
34.2K
$1.59M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
3.22K+ 37.34% |
$115K - $136K
|
11.9K
$551K
|
|
|
Oct 11, 2022
Q3 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
2.95K+ 8.15% |
$106K - $125K
|
39.1K
$1.82M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.9K+ 33.33% |
$104K - $122K
|
11.6K
$539K
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.86K+ 1.36% |
$103K - $121K
|
213K
$9.91M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.62K+ 16.55% |
$93.7K - $111K
|
18.4K
$857K
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.58K+ 15.52% |
$92.2K - $109K
|
19.2K
$891K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
2.53K+ 80.81% |
$90.6K - $107K
|
5.66K
$263K
|
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
BUY
|
- |
2.53K+ 2.82% |
$90.4K - $107K
|
92.2K
$4.28M
|
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.47K+ 13.54% |
$88.3K - $104K
|
20.7K
$961K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.42K+ 102.81% |
$86.5K - $102K
|
4.77K
$222K
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.4K+ 19.05% |
$85.9K - $101K
|
15K
$697K
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.18K+ 31.4% |
$78K - $92K
|
9.11K
$424K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.13K+ 97.98% |
$76.3K - $90.1K
|
4.31K
$200K
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.13K+ 11.08% |
$76.2K - $89.9K
|
21.3K
$992K
|