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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.37K+ 6.62% |
$163K - $180K
|
70.4K
$3.25M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
4.09K+ 1.63% |
$153K - $168K
|
255K
$11.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
4.07K+ 3.03% |
$152K - $167K
|
138K
$6.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
4.03K+ 2.28% |
$151K - $166K
|
181K
$8.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.91K+ 7.35% |
$146K - $161K
|
57.2K
$2.64M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
3.84K+ 2.31% |
$144K - $158K
|
170K
$7.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
3.79K+ 36.9% |
$142K - $156K
|
14.1K
$650K
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
3.56K+ 145.46% |
$133K - $146K
|
6K
$277K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.48K+ 2.24% |
$130K - $143K
|
159K
$7.35M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.43K+ 13.34% |
$128K - $141K
|
29.1K
$1.35M
|
|
|
Oct 25, 2023
Q3 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
3.3K+ 4.96% |
$123K - $135K
|
69.7K
$3.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
3.01K+ 2.65% |
$113K - $124K
|
117K
$5.39M
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
BUY
|
- |
2.89K+ 3.49% |
$108K - $119K
|
85.5K
$3.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.6K+ 4.71% |
$97.4K - $107K
|
57.9K
$2.68M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.43K+ 2.67% |
$90.9K - $99.9K
|
93.4K
$4.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.33K+ 1.36% |
$87K - $95.7K
|
174K
$8.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.33K+ 3.8% |
$87K - $95.6K
|
63.5K
$2.94M
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
2.14K+ 22.95% |
$80K - $88K
|
11.5K
$530K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.14K+ 63.13% |
$79.8K - $87.8K
|
5.52K
$255K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.03K+ 6.6% |
$75.7K - $83.2K
|
32.7K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
2.03K+ 1.01% |
$75.7K - $83.2K
|
202K
$9.33M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.93K+ 4.66% |
$72.1K - $79.2K
|
43.3K
$2M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.85K+ 0.82% |
$69.3K - $76.2K
|
229K
$10.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.74K+ 31.03% |
$65K - $71.5K
|
7.34K
$340K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.74K+ 1.93% |
$64.9K - $71.4K
|
91.6K
$4.23M
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.73K+ 20.16% |
$64.5K - $71K
|
10.3K
$476K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.63K+ 7.8% |
$61K - $67.1K
|
22.5K
$1.04M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.62K+ 0.55% |
$60.4K - $66.4K
|
297K
$13.7M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.48K+ 4.82% |
$55.3K - $60.8K
|
32.2K
$1.49M
|
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.41K+ 12.05% |
$52.5K - $57.8K
|
13.1K
$604K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.4K+ 8.25% |
$52.3K - $57.6K
|
18.4K
$850K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.4K+ 8.25% |
$52.3K - $57.6K
|
18.4K
$850K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
1.39K+ 7.8% |
$51.8K - $57K
|
19.2K
$886K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.38K+ 22.22% |
$51.6K - $56.7K
|
7.58K
$351K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.37K+ 10.55% |
$51.2K - $56.3K
|
14.3K
$663K
|
|
|
Oct 25, 2023
Q3 2023
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
1.34K+ 1.01% |
$50.2K - $55.2K
|
135K
$6.24M
|
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
1.25K+ 1.23% |
$46.7K - $51.4K
|
103K
$4.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.24K+ 3.04% |
$46.2K - $50.8K
|
41.9K
$1.94M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.21K+ 4.22% |
$45.3K - $49.8K
|
29.9K
$1.38M
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.15K+ 15.01% |
$42.9K - $47.2K
|
8.8K
$407K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.12K+ 14.52% |
$41.7K - $45.8K
|
8.8K
$407K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.04K+ 4.22% |
$38.7K - $42.6K
|
25.6K
$1.18M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.01K+ 9.29% |
$37.7K - $41.4K
|
11.9K
$548K
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1K+ 20.0% |
$37.4K - $41.1K
|
6K
$277K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
1K+ 4.45% |
$37.4K - $41.1K
|
23.5K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
976+ 5.25% |
$36.5K - $40.1K
|
19.6K
$905K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
956+ 18.62% |
$35.7K - $39.3K
|
6.09K
$282K
|
|
|
Nov 09, 2023
Q3 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
944+ 7.6% |
$35.3K - $38.8K
|
13.4K
$618K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
924+ 2.41% |
$34.5K - $38K
|
39.2K
$1.81M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
906New |
$33.9K - $37.2K
|
906
$41.9K
|