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 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-440- 1.2% |
$16.5K - $18.1K
|
36.3K
$1.68M
|
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-450- 1.57% |
$16.8K - $18.5K
|
28.3K
$1.31M
|
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-471- 5.25% |
$17.6K - $19.4K
|
8.51K
$393K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-473- 0.39% |
$17.7K - $19.4K
|
122K
$5.62M
|
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-477- 3.35% |
$17.8K - $19.6K
|
13.8K
$637K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-488- 76.73% |
$18.2K - $20.1K
|
148
$6.84K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-515- 67.67% |
$19.3K - $21.2K
|
246
$11.4K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-525- 5.14% |
$19.6K - $21.6K
|
9.7K
$448K
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-545- 3.58% |
$20.4K - $22.4K
|
14.7K
$679K
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-553- 55.13% |
$20.7K - $22.7K
|
450
$20.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-578- 1.95% |
$21.6K - $23.8K
|
29K
$1.34M
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-650- 2.85% |
$24.3K - $26.7K
|
22.2K
$1.03M
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-650- 6.32% |
$24.3K - $26.7K
|
9.64K
$446K
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-704- 5.05% |
$26.3K - $28.9K
|
13.2K
$612K
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-722- 0.64% |
$27K - $29.7K
|
113K
$5.21M
|
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-724- 1.4% |
$27.1K - $29.8K
|
50.8K
$2.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-789- 5.81% |
$29.5K - $32.4K
|
12.8K
$592K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-850- 4.36% |
$31.8K - $34.9K
|
18.7K
$862K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-867- 5.69% |
$32.4K - $35.6K
|
14.4K
$665K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-869- 7.52% |
$32.5K - $35.7K
|
10.7K
$494K
|
|
|
Oct 11, 2023
Q3 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-900- 15.78% |
$33.7K - $37K
|
4.8K
$222K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-918- 0.4% |
$34.3K - $37.7K
|
231K
$10.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-948- 4.75% |
$35.4K - $39K
|
19K
$878K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-949- 0.82% |
$35.5K - $39K
|
115K
$5.33M
|
|
|
Nov 09, 2023
Q3 2023
|
Riverstone Advisors, LLC
|
SELL
|
- |
-951- 13.68% |
$35.6K - $39.1K
|
6K
$277K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-958- 1.76% |
$35.8K - $39.4K
|
53.5K
$2.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-958- 6.6% |
$35.8K - $39.4K
|
13.6K
$627K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.05K- 2.04% |
$39.2K - $43.1K
|
50.3K
$2.32M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.06K- 2.15% |
$39.6K - $43.5K
|
48.3K
$2.23M
|
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-1.06K- 1.21% |
$39.7K - $43.6K
|
86.8K
$4.01M
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.08K- 7.7% |
$40.5K - $44.5K
|
13K
$600K
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
SELL
|
- |
-1.09K- 2.1% |
$40.6K - $44.7K
|
50.6K
$2.34M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.15K- 3.53% |
$43.1K - $47.4K
|
31.5K
$1.46M
|
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.24K- 0.25% |
$46.3K - $50.9K
|
504K
$23.3M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.26K- 1.42% |
$47.1K - $51.8K
|
87.7K
$4.06M
|
|
|
Nov 02, 2023
Q3 2023
|
1776 Wealth LLC
|
SELL
|
- |
-1.3K- 1.21% |
$48.6K - $53.4K
|
106K
$4.9M
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.32K- 5.29% |
$49.4K - $54.3K
|
23.6K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.36K- 1.08% |
$50.9K - $56K
|
125K
$5.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.39K- 4.77% |
$51.9K - $57.1K
|
27.7K
$1.28M
|
|
|
Nov 03, 2023
Q3 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-1.42K- 2.34% |
$53.1K - $58.4K
|
59.4K
$2.75M
|
|
|
Nov 01, 2023
Q3 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-1.48K- 0.77% |
$55.2K - $60.6K
|
189K
$8.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.49K- 6.79% |
$55.8K - $61.3K
|
20.5K
$947K
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.59K- 1.7% |
$59.3K - $65.2K
|
91.4K
$4.23M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.61K- 64.06% |
$60.2K - $66.2K
|
904
$41.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-1.72K- 2.16% |
$64.2K - $70.6K
|
77.8K
$3.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.73K- 18.69% |
$64.5K - $70.9K
|
7.5K
$347K
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.74K- 2.2% |
$65K - $71.4K
|
77.3K
$3.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.83K- 6.98% |
$68.5K - $75.3K
|
24.4K
$1.13M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.84K- 10.66% |
$68.9K - $75.8K
|
15.4K
$714K
|
|
|
Nov 13, 2023
Q3 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.87K- 20.28% |
$69.7K - $76.7K
|
7.33K
$339K
|