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 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.05K+ 2.09% |
$73.5K - $86.7K
|
100K
$4.67M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.03KNew |
$72.7K - $85.8K
|
2.03K
$94.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.97K+ 25.84% |
$70.5K - $83.2K
|
9.6K
$446K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1.89KNew |
$67.8K - $80K
|
1.89K
$88.1K
|
|
|
Nov 23, 2022
Q3 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.89K+ 1.04% |
$67.7K - $79.9K
|
183K
$8.51M
|
|
|
Oct 18, 2022
Q3 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.85K+ 25.74% |
$66.4K - $78.3K
|
9.06K
$421K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.79K+ 5.8% |
$64K - $75.5K
|
32.6K
$1.52M
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.78K+ 23.35% |
$63.7K - $75.2K
|
9.4K
$437K
|
|
|
Nov 14, 2022
Q3 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.6K+ 0.99% |
$57.2K - $67.5K
|
163K
$7.59M
|
|
|
Oct 12, 2022
Q3 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.58K+ 1.14% |
$56.7K - $66.9K
|
141K
$6.55M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.54K+ 2.45% |
$55K - $64.9K
|
64.3K
$2.99M
|
|
|
Nov 01, 2022
Q3 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.47K+ 20.04% |
$52.4K - $61.9K
|
8.77K
$408K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.4K+ 247.18% |
$50.2K - $59.3K
|
1.97K
$91.7K
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.4K+ 50.18% |
$50.2K - $59.2K
|
4.2K
$195K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.4K+ 19.64% |
$50.1K - $59.1K
|
8.52K
$396K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.36KNew |
$48.7K - $57.5K
|
1.36K
$63.3K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.24K+ 4.22% |
$44.5K - $52.4K
|
30.7K
$1.43M
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
BUY
|
- |
1.22K+ 1.74% |
$43.5K - $51.4K
|
71K
$3.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.16K+ 1.75% |
$41.7K - $49.2K
|
67.7K
$3.15M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.13K+ 0.49% |
$40.5K - $47.8K
|
230K
$10.7M
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.13K+ 0.92% |
$40.4K - $47.6K
|
124K
$5.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
1K+ 17.05% |
$35.8K - $42.2K
|
6.87K
$319K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
953+ 9.81% |
$34.1K - $40.2K
|
10.7K
$496K
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
905+ 0.46% |
$32.4K - $38.2K
|
199K
$9.27M
|
|
|
Nov 08, 2022
Q3 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
900+ 4.24% |
$32.2K - $38K
|
22.1K
$1.03M
|
|
|
Nov 08, 2022
Q3 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
885+ 1.89% |
$31.7K - $37.4K
|
47.6K
$2.21M
|
|
|
Oct 12, 2022
Q3 2022
|
Prism Advisors, Inc.
|
BUY
|
- |
807+ 0.15% |
$28.9K - $34.1K
|
553K
$25.7M
|
|
|
Oct 17, 2022
Q3 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
757+ 2.88% |
$27.1K - $32K
|
27.1K
$1.26M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
748New |
$26.8K - $31.6K
|
748
$34.8K
|
|
|
Oct 26, 2022
Q3 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
700+ 3.64% |
$25.1K - $29.6K
|
19.9K
$926K
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
670+ 1.22% |
$24K - $28.3K
|
55.5K
$2.58M
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
654+ 1.88% |
$23.4K - $27.6K
|
35.4K
$1.65M
|
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
593+ 2.92% |
$21.2K - $25K
|
20.9K
$971K
|
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
582+ 1.24% |
$20.8K - $24.6K
|
47.4K
$2.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
578+ 2.67% |
$20.7K - $24.4K
|
22.3K
$1.04M
|
|
|
Nov 01, 2022
Q3 2022
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
578+ 0.44% |
$20.7K - $24.4K
|
131K
$6.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
560New |
$20K - $23.6K
|
560
$26K
|
|
|
Nov 08, 2022
Q3 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
539+ 0.31% |
$19.3K - $22.8K
|
173K
$8.05M
|
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
BUY
|
- |
531+ 0.92% |
$19K - $22.4K
|
58.1K
$2.7M
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
500New |
$17.9K - $21.1K
|
500
$23.2K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
498+ 11.94% |
$17.8K - $21K
|
4.67K
$217K
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
464+ 1.97% |
$16.6K - $19.6K
|
24.1K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
456+ 0.52% |
$16.3K - $19.3K
|
87.5K
$4.07M
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
387New |
$13.9K - $16.3K
|
387
$18K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
370+ 0.54% |
$13.2K - $15.6K
|
68.7K
$3.19M
|
|
|
Oct 12, 2022
Q3 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
354+ 5.92% |
$12.7K - $14.9K
|
6.33K
$294K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
329+ 0.89% |
$11.8K - $13.9K
|
37.2K
$1.73M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
318+ 0.71% |
$11.4K - $13.4K
|
45.2K
$2.1M
|
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
284+ 1.72% |
$10.2K - $12K
|
16.8K
$780K
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
249+ 0.79% |
$8.91K - $10.5K
|
31.8K
$1.48M
|