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
Oct 19, 2023 Q3 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
6
+ 0.08%
$224 - $247
7.55K $349K
Nov 06, 2023 Q3 2023
L.M. Kohn & Company

BUY
 -
5
+ 0.02%
$187 - $206
22.5K $1.04M
Oct 30, 2023 Q3 2023
Bernardo Wealth Planning LLC

BUY
 -
5
+ 0.03%
$187 - $206
15.9K $736K
Nov 02, 2023 Q3 2023
Lwm Advisory Services, LLC

Plantation, FL
BUY
 -
5
+ 0.03%
$187 - $206
17.9K $827K
Nov 13, 2023 Q3 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
4
+ 0.07%
$150 - $164
5.55K $257K
Nov 06, 2023 Q3 2023
North Star Investment Management Corp.

Chicago, IL
BUY
 -
3
+ 0.21%
$112 - $123
1.42K $65.8K
Oct 17, 2023 Q3 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
3
+ 0.49%
$112 - $123
613 $28.3K
Jul 17, 2024 Q3 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
1
+ 0.26%
$37.4 - $41.1
389 $18K
Nov 13, 2023 Q3 2023
Black Rock Inc.

New York, NY
BUY
 -
1
New
$37.4 - $41.1
1 $46.2
Nov 30, 2023 Q3 2023
Pfs Partners, LLC

Mine Hill, NJ
BUY
 -
1
+ 0.26%
$37.4 - $41.1
384 $17.8K
Oct 19, 2023 Q3 2023
Sfg Wealth Management, Llc.

SELL
 -
-10
- 0.11%
$374 - $411
8.92K $413K
Oct 18, 2023 Q3 2023
Pinnacle Bancorp, Inc.

SELL
 -
-22
- 0.5%
$823 - $904
4.37K $202K
Oct 24, 2023 Q3 2023
Retirement Planning Group

SELL
 -
-25
- 0.42%
$935 - $1.03K
5.97K $276K
Oct 31, 2023 Q3 2023
Moloney Securities Asset Management, LLC

SELL
 -
-29
- 0.18%
$1.08K - $1.19K
16.1K $746K
Oct 27, 2023 Q3 2023
First Horizon Advisors, Inc.

SELL
 -
-31
- 1.2%
$1.16K - $1.27K
2.55K $118K
Oct 13, 2023 Q3 2023
Institute For Wealth Management, Llc.

SELL
 -
-33
- 0.13%
$1.23K - $1.36K
25.1K $1.16M
Nov 06, 2023 Q3 2023
Curi Wealth Management, LLC

SELL
 -
-51
- 0.72%
$1.91K - $2.1K
7.04K $325K
Nov 08, 2023 Q3 2023
Solano Wealth Management, Inc.

Fairfield, CA
SELL
 -
-68
- 0.06%
$2.54K - $2.8K
111K $5.14M
Nov 13, 2023 Q3 2023
Bison Wealth, LLC

SELL
 -
-72
- 0.14%
$2.69K - $2.96K
50K $2.31M
Nov 13, 2023 Q3 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-100
- 16.08%
$3.74K - $4.11K
522 $24.1K
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

SELL
 -
-148
- 27.01%
$5.53K - $6.08K
400 $18.5K
May 20, 2024 Q3 2023
Parallel Advisors, LLC

SELL
 -
-148
- 27.01%
$5.53K - $6.08K
400 $18.5K
Oct 18, 2023 Q3 2023
Rda Financial Network

SELL
 -
-151
- 1.91%
$5.65K - $6.21K
7.77K $359K
Oct 23, 2023 Q3 2023
Tria Gen Wealth Management LLC

SELL
 -
-158
- 1.0%
$5.91K - $6.5K
15.6K $722K
Oct 17, 2023 Q3 2023
Kozak & Associates, Inc.

Highlands Ranch, CO
SELL
 -
-168
- 10.81%
$6.28K - $6.91K
1.39K $64.1K
Nov 14, 2023 Q3 2023
Cresset Asset Management, LLC

Chicago, IL
SELL
 -
-177
- 0.58%
$6.62K - $7.28K
30.3K $1.4M
Oct 27, 2023 Q3 2023
Gradient Investments LLC

SELL
 -
-200
- 42.02%
$7.48K - $8.22K
276 $12.8K
Oct 27, 2023 Q3 2023
Walker Asset Management, LLC

SELL
 -
-200
- 0.51%
$7.48K - $8.22K
38.7K $1.79M
Oct 12, 2023 Q3 2023
Sound Income Strategies, LLC

SELL
 -
-204
Closed
$7.63K - $8.39K
0 $0
Oct 24, 2023 Q3 2023
Total Clarity Wealth Management, Inc.

SELL
 -
-207
- 3.09%
$7.74K - $8.51K
6.48K $300K
Oct 12, 2023 Q3 2023
Fortress Wealth Group, LLC

Orlando, FL
SELL
 -
-229
- 0.42%
$8.56K - $9.41K
54.4K $2.52M
Oct 17, 2023 Q3 2023
Purus Wealth Management, LLC

SELL
 -
-237
- 1.0%
$8.86K - $9.74K
23.4K $1.08M
Nov 03, 2023 Q3 2023
Larson Financial Group LLC

SELL
 -
-242
- 2.23%
$9.05K - $9.95K
10.6K $490K
Oct 13, 2023 Q3 2023
Harbor Investment Advisory, LLC

SELL
 -
-263
- 0.22%
$9.83K - $10.8K
119K $5.49M
Nov 09, 2023 Q3 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
SELL
 -
-282
- 4.79%
$10.5K - $11.6K
5.61K $259K
Oct 24, 2023 Q3 2023
Stegent Equity Advisors, Inc.

Houston, TX
SELL
 -
-308
- 0.61%
$11.5K - $12.7K
50.6K $2.34M
Nov 08, 2023 Q3 2023
Tru Independence LLC

SELL
 -
-323
- 0.29%
$12.1K - $13.3K
112K $5.19M
Nov 09, 2023 Q3 2023
Db Wealth Management Group, LLC

San Diego, CA
SELL
 -
-336
- 5.47%
$12.6K - $13.8K
5.8K $268K
Nov 14, 2023 Q3 2023
Coston, Mc Isaac & Partners

Bar Harbor, ME
SELL
 -
-338
- 8.96%
$12.6K - $13.9K
3.43K $159K
Nov 09, 2023 Q3 2023
Guerra Pan Advisors, LLC

Montclair, NJ
SELL
 -
-350
- 4.21%
$13.1K - $14.4K
7.97K $369K
Nov 14, 2023 Q3 2023
Bleakley Financial Group, LLC

Fairfield, NJ
SELL
 -
-359
- 2.55%
$13.4K - $14.8K
13.7K $636K
Oct 19, 2023 Q3 2023
Tfg Advisers LLC

SELL
 -
-360
- 0.61%
$13.5K - $14.8K
58.2K $2.69M
Oct 05, 2023 Q3 2023
Keystone Wealth Services, LLC

SELL
 -
-365
- 2.51%
$13.6K - $15K
14.2K $655K
Nov 13, 2023 Q3 2023
Sargent Investment Group, LLC

SELL
 -
-375
- 1.91%
$14K - $15.4K
19.3K $891K
Oct 24, 2023 Q3 2023
Iag Wealth Partners, LLC

SELL
 -
-400
- 2.87%
$15K - $16.4K
13.5K $626K
Oct 26, 2023 Q3 2023
Mtm Investment Management, LLC

Spartanburg, SC
SELL
 -
-405
- 2.58%
$15.1K - $16.6K
15.3K $706K
Oct 24, 2023 Q3 2023
Stratos Wealth Advisors, LLC

SELL
 -
-407
- 1.41%
$15.2K - $16.7K
28.5K $1.32M
Oct 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-429
- 1.9%
$16K - $17.6K
22.1K $1.02M
Oct 16, 2023 Q3 2023
Lex Aurum Advisors, LLC

SELL
 -
-437
- 4.78%
$16.3K - $18K
8.71K $403K

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