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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-802- 2.12% |
$28.7K - $33.9K
|
37.1K
$1.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-878- 5.38% |
$31.4K - $37.1K
|
15.5K
$719K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-878- 9.6% |
$31.4K - $37.1K
|
8.26K
$384K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-904- 62.13% |
$32.4K - $38.2K
|
551
$25.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-919- 3.74% |
$32.9K - $38.8K
|
23.7K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-964- 1.88% |
$34.5K - $40.7K
|
50.3K
$2.34M
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-999- 1.14% |
$35.8K - $42.2K
|
86.7K
$4.03M
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1K- 3.86% |
$35.8K - $42.2K
|
24.9K
$1.16M
|
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
SELL
|
- |
-1.02K- 6.89% |
$36.5K - $43K
|
13.8K
$641K
|
|
|
Nov 02, 2022
Q3 2022
|
Grant
|
SELL
|
- |
-1.02K- 0.48% |
$36.6K - $43.2K
|
211K
$9.82M
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.13K- 0.93% |
$40.6K - $47.9K
|
121K
$5.63M
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.18K- 1.3% |
$42.1K - $49.7K
|
89.3K
$4.15M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.21K- 8.18% |
$43.4K - $51.2K
|
13.6K
$633K
|
|
|
Oct 18, 2022
Q3 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.24K- 8.26% |
$44.5K - $52.4K
|
13.8K
$641K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.24K- 5.93% |
$44.5K - $52.5K
|
19.7K
$916K
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.28K- 8.18% |
$45.7K - $53.9K
|
14.3K
$666K
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.32K- 2.61% |
$47.2K - $55.7K
|
49.3K
$2.29M
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.39K- 1.17% |
$49.6K - $58.5K
|
117K
$5.43M
|
|
|
Nov 10, 2022
Q3 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.39K- 1.91% |
$49.6K - $58.6K
|
71.2K
$3.31M
|
|
|
Nov 07, 2022
Q3 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-1.55K- 7.54% |
$55.5K - $65.5K
|
19K
$884K
|
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.61K- 1.64% |
$57.6K - $68K
|
96.6K
$4.49M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.61K- 6.84% |
$57.7K - $68.1K
|
21.9K
$1.02M
|
|
|
Oct 18, 2022
Q3 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1.62K- 21.38% |
$57.9K - $68.3K
|
5.95K
$276K
|
|
|
Nov 14, 2022
Q3 2022
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-1.63K- 1.69% |
$58.5K - $69K
|
95.3K
$4.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.69K- 71.46% |
$60.6K - $71.5K
|
676
$31.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.89K- 6.35% |
$67.6K - $79.7K
|
27.9K
$1.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.91K- 1.53% |
$68.4K - $80.7K
|
123K
$5.72M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.06K- 7.31% |
$73.7K - $87K
|
26.1K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2.1K- 67.69% |
$75K - $88.5K
|
1K
$46.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.15K- 2.02% |
$76.8K - $90.6K
|
104K
$4.83M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.15K- 2.02% |
$76.8K - $90.6K
|
104K
$4.83M
|
|
|
Oct 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-2.15K- 16.41% |
$77K - $90.8K
|
11K
$509K
|
|
|
Nov 14, 2022
Q3 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-2.19K- 5.1% |
$78.5K - $92.6K
|
40.8K
$1.9M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.2K- 3.05% |
$78.7K - $92.9K
|
69.9K
$3.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.24K- 18.14% |
$80.2K - $94.6K
|
10.1K
$470K
|
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.24K- 0.85% |
$80.3K - $94.8K
|
261K
$12.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.28K- 0.87% |
$81.4K - $96.1K
|
260K
$12.1M
|
|
|
Oct 14, 2022
Q3 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-2.31K- 3.86% |
$82.6K - $97.5K
|
57.5K
$2.67M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.34K- 7.79% |
$83.7K - $98.8K
|
27.7K
$1.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-2.39K- 28.53% |
$85.6K - $101K
|
5.99K
$278K
|
|
|
Nov 02, 2022
Q3 2022
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-2.43K- 1.33% |
$87K - $103K
|
181K
$8.42M
|
|
|
Nov 14, 2022
Q3 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-2.52K- 6.66% |
$90.2K - $106K
|
35.3K
$1.64M
|
|
|
Oct 24, 2022
Q3 2022
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-2.57K- 0.96% |
$92K - $109K
|
266K
$12.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.71K- 5.68% |
$97K - $114K
|
45K
$2.09M
|
|
|
Jul 10, 2024
Q3 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-2.8K- 18.28% |
$100K - $118K
|
12.5K
$581K
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.93K- 1.3% |
$105K - $124K
|
222K
$10.3M
|
|
|
Nov 04, 2022
Q3 2022
|
1 St Source Bank
|
SELL
|
- |
-3.45K- 1.59% |
$124K - $146K
|
214K
$9.95M
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.59K- 13.78% |
$128K - $151K
|
22.4K
$1.04M
|
|
|
Oct 20, 2022
Q3 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-4.11K- 7.03% |
$147K - $174K
|
54.4K
$2.53M
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-4.26K- 26.55% |
$153K - $180K
|
11.8K
$548K
|