Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
18.6K+ 9.18% |
$695K - $764K
|
221K
$10.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
18.3K+ 9.2% |
$685K - $754K
|
218K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Petix & Botte CO
|
BUY
|
- |
18.3K+ 3.36% |
$684K - $752K
|
563K
$26.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
16.3K+ 2.87% |
$610K - $671K
|
584K
$27.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
16.2K+ 3.91% |
$605K - $665K
|
430K
$20M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
15.3KNew |
$572K - $629K
|
15.3K
$711K
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
15.3KNew |
$571K - $628K
|
15.3K
$711K
|
|
|
Nov 14, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
15K+ 1117.98% |
$563K - $619K
|
16.4K
$762K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
14.6KNew |
$545K - $600K
|
14.6K
$678K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14.1KNew |
$526K - $579K
|
14.1K
$654K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
13.7KNew |
$512K - $563K
|
13.7K
$637K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
13.4K+ 4.39% |
$499K - $549K
|
317K
$14.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
13.3K+ 2.54% |
$497K - $546K
|
537K
$24.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
13.2KNew |
$494K - $543K
|
13.2K
$614K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.9KNew |
$484K - $532K
|
12.9K
$602K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
12.8K+ 288.43% |
$478K - $526K
|
17.2K
$801K
|
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
12.7KNew |
$475K - $522K
|
12.7K
$590K
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
12.5KNew |
$466K - $513K
|
12.5K
$580K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
10.3K+ 13.62% |
$383K - $422K
|
85.6K
$3.98M
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
10.2K+ 3.99% |
$380K - $418K
|
266K
$12.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
10KNew |
$375K - $412K
|
10K
$466K
|
|
|
Oct 27, 2023
Q3 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
10K+ 5.81% |
$374K - $412K
|
182K
$8.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
9.79K+ 3.64% |
$366K - $402K
|
278K
$12.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.09K+ 3.46% |
$340K - $374K
|
272K
$12.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
8.85K+ 24.74% |
$331K - $364K
|
44.6K
$2.07M
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
8.59KNew |
$321K - $353K
|
8.59K
$399K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.77K+ 0.12% |
$290K - $319K
|
6.5M
$302M
|
|
|
Oct 30, 2023
Q3 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
7.76K+ 2.18% |
$290K - $319K
|
364K
$16.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.74K+ 19.02% |
$289K - $318K
|
48.4K
$2.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
7.37KNew |
$276K - $303K
|
7.37K
$343K
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
7.28K+ 5.57% |
$272K - $299K
|
138K
$6.41M
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
7.03KNew |
$263K - $289K
|
7.03K
$327K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.89K+ 10.53% |
$257K - $283K
|
72.3K
$3.36M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.69K+ 4.38% |
$250K - $275K
|
160K
$7.42M
|
|
|
Oct 16, 2023
Q3 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
6.65KNew |
$249K - $273K
|
6.65K
$309K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.49KNew |
$243K - $267K
|
6.49K
$302K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.32K+ 5.93% |
$236K - $260K
|
113K
$5.25M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
6.09KNew |
$228K - $250K
|
6.09K
$283K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
6.08KNew |
$227K - $250K
|
6.08K
$282K
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
5.79KNew |
$216K - $238K
|
5.79K
$269K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
5.66K+ 6.3% |
$212K - $233K
|
95.6K
$4.44M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
5.47KNew |
$205K - $225K
|
5.47K
$254K
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
5.47K+ 7.54% |
$205K - $225K
|
78.1K
$3.63M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
5.45KNew |
$204K - $224K
|
5.45K
$254K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.37K+ 3.99% |
$201K - $221K
|
140K
$6.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.97K+ 0.43% |
$186K - $204K
|
1.15M
$53.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.74K+ 2.17% |
$177K - $195K
|
223K
$10.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
4.67K+ 23.87% |
$174K - $192K
|
24.2K
$1.13M
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
4.53K+ 51.14% |
$169K - $186K
|
13.4K
$622K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.4K+ 46.36% |
$164K - $181K
|
13.9K
$645K
|