Purchases and Sales Made in Q3 2023 in First Tr Value Line Divid Inde (FVD)

FVD Quotes by TradingView

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 13, 2023 Q3 2023
Integrity Financial Corp

BUY
 -
900
+ 0.55%
$33.7K - $37K
164K $7.57M
Oct 18, 2023 Q3 2023
Secure Asset Management, LLC

BUY
 -
868
+ 1.12%
$32.5K - $35.7K
78.1K $3.61M
Nov 07, 2023 Q3 2023
True Wealth Advisors, LLC

BUY
 -
799
+ 6.24%
$29.9K - $32.8K
13.6K $629K
Oct 13, 2023 Q3 2023
Ritholtz Wealth Management

BUY
 -
764
+ 10.5%
$28.6K - $31.4K
8.04K $372K
Oct 10, 2023 Q3 2023
American National Bank

BUY
 -
661
New
$24.7K - $27.2K
661 $30.6K
Nov 09, 2023 Q3 2023
Ruggaard & Associates LLC

Twinsburg, OH
BUY
 -
572
+ 3.34%
$21.4K - $23.5K
17.7K $819K
Oct 10, 2023 Q3 2023
Summit Investment Advisory Services, LLC

Roseville, MN
BUY
 -
553
+ 5.35%
$20.7K - $22.7K
10.9K $504K
Nov 13, 2023 Q3 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
538
+ 3.75%
$20.1K - $22.1K
14.9K $689K
Nov 09, 2023 Q3 2023
Waterfront Wealth Inc.

BUY
 -
532
+ 5.88%
$19.9K - $21.9K
9.58K $443K
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
531
+ 0.06%
$19.9K - $21.8K
832K $38.5M
Oct 23, 2023 Q3 2023
Atlas Private Wealth Management

BUY
 -
494
+ 1.26%
$18.5K - $20.3K
39.8K $1.84M
Nov 07, 2023 Q3 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
477
+ 5.22%
$17.8K - $19.6K
9.62K $445K
Oct 19, 2023 Q3 2023
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
461
+ 1.75%
$17.2K - $19K
26.8K $1.24M
Nov 01, 2023 Q3 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
434
+ 2.28%
$16.2K - $17.8K
19.5K $900K
Oct 11, 2023 Q3 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
434
New
$16.2K - $17.8K
434 $20.1K
Nov 15, 2023 Q3 2023
Belpointe Asset Management LLC

BUY
 -
421
+ 2.85%
$15.7K - $17.3K
15.2K $701K
Oct 26, 2023 Q3 2023
Central Trust CO

Jefferson City, MO
BUY
 -
377
New
$14.1K - $15.5K
377 $17.4K
Jul 10, 2024 Q3 2023
Strategic Financial Partners, Ltd.

Bend, OR
BUY
 -
356
+ 3.23%
$13.3K - $14.6K
11.4K $527K
Nov 09, 2023 Q3 2023
Strategy Asset Managers LLC

BUY
 -
290
+ 1.88%
$10.8K - $11.9K
15.7K $726K
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
271
New
$10.1K - $11.1K
271 $12.5K
Nov 14, 2023 Q3 2023
Flaharty Asset Management, LLC

BUY
 -
260
New
$9.72K - $10.7K
260 $12K
Nov 14, 2023 Q3 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
250
+ 0.71%
$9.35K - $10.3K
35.4K $1.64M
Nov 13, 2023 Q3 2023
Shakespeare Wealth Management, Inc.

Pewaukee, WI
BUY
 -
234
+ 1.79%
$8.75K - $9.62K
13.3K $616K
Oct 18, 2023 Q3 2023
Caprock Group, Inc.

BUY
 -
229
+ 1.75%
$8.56K - $9.41K
13.3K $617K
Jan 11, 2024 Q3 2023
Pacific Sun Financial Corp

BUY
 -
220
+ 0.42%
$8.23K - $9.04K
52.2K $2.41M
Nov 02, 2023 Q3 2023
Main Street Financial Solutions, LLC

BUY
 -
216
+ 3.24%
$8.08K - $8.88K
6.88K $318K
Nov 14, 2023 Q3 2023
Northeast Financial Consultants Inc

Westport, CT
BUY
 -
150
+ 0.49%
$5.61K - $6.17K
30.7K $1.42M
Nov 01, 2023 Q3 2023
Simplex Trading, LLC

BUY
 -
146
New
$5.46K - $6K
146 $6.75K
Nov 06, 2023 Q3 2023
Savant Capital, LLC

BUY
 -
139
+ 0.44%
$5.2K - $5.71K
31.7K $1.47M
Nov 13, 2023 Q3 2023
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
BUY
 -
126
+ 0.34%
$4.71K - $5.18K
37.2K $1.72M
Oct 18, 2023 Q3 2023
Iron Horse Wealth Management, LLC

BUY
 -
125
New
$4.67K - $5.14K
125 $5.78K
Nov 03, 2023 Q3 2023
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
116
+ 1.3%
$4.34K - $4.77K
9.01K $417K
Oct 30, 2023 Q3 2023
Ergawealth Advisors, Inc.

Oak Brook, IL
BUY
 -
108
+ 1.8%
$4.04K - $4.44K
6.1K $282K
Nov 02, 2023 Q3 2023
Crumly & Associates Inc.

BUY
 -
107
+ 0.05%
$4K - $4.4K
209K $9.66M
Oct 18, 2023 Q3 2023
Umb Bank, N.A.

BUY
 -
105
New
$3.93K - $4.32K
105 $4.86K
Jan 24, 2024 Q3 2023
Cedrus LLC

Littleton, CO
BUY
 -
105
+ 1.19%
$3.93K - $4.32K
8.92K $412K
Oct 12, 2023 Q3 2023
Oxler Private Wealth LLC

New York, NY
BUY
 -
61
+ 1.15%
$2.28K - $2.51K
5.36K $248K
Nov 09, 2023 Q3 2023
Weitzel Financial Services, Inc.

BUY
 -
57
+ 0.76%
$2.13K - $2.34K
7.55K $349K
Nov 03, 2023 Q3 2023
Ieq Capital, LLC

BUY
 -
49
+ 0.49%
$1.83K - $2.01K
10.1K $468K
Nov 14, 2023 Q3 2023
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
36
+ 0.35%
$1.35K - $1.48K
10.3K $475K
Nov 08, 2023 Q3 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
27
+ 0.09%
$1.01K - $1.11K
31K $1.44M
Oct 26, 2023 Q3 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
25
+ 18.25%
$935 - $1.03K
162 $7.49K
Nov 13, 2023 Q3 2023
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
21
+ 0.01%
$785 - $863
149K $6.88M
Oct 31, 2023 Q3 2023
Nwam LLC

Mercer Island, WA
BUY
 -
21
+ 0.05%
$785 - $863
38.8K $1.79M
Oct 10, 2023 Q3 2023
Cadent Capital Advisors, LLC

BUY
 -
20
+ 0.16%
$748 - $822
12.4K $575K
Oct 13, 2023 Q3 2023
Hb Wealth Management, LLC

BUY
 -
18
+ 0.27%
$673 - $740
6.78K $314K
Oct 13, 2023 Q3 2023
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
18
+ 0.05%
$673 - $740
34.6K $1.6M
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
15
+ 0.33%
$561 - $617
4.52K $209K
Dec 06, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
12
+ 0.45%
$449 - $493
2.69K $124K

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