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 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-127K- 73.33% |
$4.55M - $5.36M
|
46.2K
$2.16M
|
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-128K- 10.14% |
$4.58M - $5.41M
|
1.14M
$53M
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-183K- 57.17% |
$6.56M - $7.75M
|
137K
$6.42M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-226K- 12.23% |
$8.07M - $9.52M
|
1.62M
$75.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-273K- 3.03% |
$9.79M - $11.5M
|
8.77M
$409M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-378K- 25.05% |
$13.5M - $16M
|
1.13M
$52.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-392K- 5.06% |
$14M - $16.6M
|
7.36M
$344M
|
|
|
Feb 24, 2023
Q3 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-563K- 85.85% |
$20.1M - $23.8M
|
92.7K
$4.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-705K- 7.05% |
$25.2M - $29.8M
|
9.3M
$434M
|