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 14, 2024
Q3 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-2.04K- 12.21% |
$76.2K - $83.8K
|
14.7K
$678K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.15K- 6.49% |
$80.2K - $88.2K
|
30.9K
$1.43M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.15K- 1.61% |
$80.5K - $88.5K
|
132K
$6.08M
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-2.2K- 1.05% |
$82.2K - $90.4K
|
207K
$9.59M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.2K- 3.91% |
$82.4K - $90.6K
|
54.1K
$2.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.34K- 3.33% |
$87.6K - $96.3K
|
67.9K
$3.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-2.45K- 9.72% |
$91.6K - $101K
|
22.8K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.47K- 0.89% |
$92.4K - $102K
|
276K
$12.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-2.52K- 13.85% |
$94.2K - $104K
|
15.7K
$725K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-2.69K- 27.03% |
$101K - $111K
|
7.26K
$336K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-2.69K- 28.33% |
$101K - $111K
|
6.81K
$315K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.75K- 4.47% |
$103K - $113K
|
58.7K
$2.72M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.8K- 2.51% |
$105K - $115K
|
109K
$5.02M
|
|
|
Nov 01, 2023
Q3 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-2.82K- 3.06% |
$106K - $116K
|
89.4K
$4.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-2.9K- 29.27% |
$108K - $119K
|
7.01K
$324K
|
|
|
Nov 14, 2023
Q3 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-3.02K- 16.05% |
$113K - $124K
|
15.8K
$729K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.1K- 4.14% |
$116K - $127K
|
71.8K
$3.32M
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-3.17K- 2.56% |
$119K - $130K
|
121K
$5.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.46K- 1.37% |
$129K - $142K
|
250K
$11.5M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.46K- 4.57% |
$129K - $142K
|
72.2K
$3.34M
|
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
SELL
|
- |
-3.6K- 10.99% |
$135K - $148K
|
29.2K
$1.35M
|
|
|
Oct 24, 2023
Q3 2023
|
Grant
|
SELL
|
- |
-3.6K- 17.88% |
$135K - $148K
|
16.5K
$765K
|
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-3.72K- 3.84% |
$139K - $153K
|
93.2K
$4.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.75K- 31.02% |
$140K - $154K
|
8.35K
$386K
|
|
|
Oct 27, 2023
Q3 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-3.78K- 5.26% |
$141K - $156K
|
68.1K
$3.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-4.09K- 9.48% |
$153K - $168K
|
39K
$1.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-4.13K- 11.44% |
$154K - $170K
|
31.9K
$1.48M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.26K- 2.06% |
$159K - $175K
|
202K
$9.35M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-4.38K- 2.87% |
$164K - $180K
|
148K
$6.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.63K- 16.17% |
$173K - $190K
|
24K
$1.11M
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-4.68K- 24.2% |
$175K - $192K
|
14.7K
$678K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.78K- 0.7% |
$179K - $197K
|
674K
$31.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-4.97K- 4.35% |
$186K - $204K
|
109K
$5.05M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.03K- 6.65% |
$188K - $207K
|
70.6K
$3.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.14K- 5.13% |
$192K - $211K
|
95K
$4.39M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.17K- 5.58% |
$193K - $212K
|
87.5K
$4.04M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-5.22K- 3.47% |
$195K - $214K
|
145K
$6.72M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-5.46K- 8.99% |
$204K - $225K
|
55.3K
$2.56M
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-5.49K- 1.63% |
$205K - $225K
|
332K
$15.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-5.78K- 3.62% |
$216K - $237K
|
154K
$7.12M
|
|
|
Nov 06, 2023
Q3 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-5.95K- 1.83% |
$222K - $245K
|
319K
$14.8M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.02K- 1.24% |
$225K - $247K
|
477K
$22.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-6.17K- 3.9% |
$231K - $254K
|
152K
$7.02M
|
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-6.21K- 4.73% |
$232K - $255K
|
125K
$5.79M
|
|
|
Oct 24, 2023
Q3 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-6.55K- 14.79% |
$245K - $269K
|
37.7K
$1.75M
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-6.73K- 1.92% |
$252K - $277K
|
343K
$15.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.77K- 24.1% |
$253K - $278K
|
21.3K
$986K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6.82K- 15.15% |
$255K - $280K
|
38.2K
$1.77M
|
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-7.01K- 3.33% |
$262K - $288K
|
204K
$9.42M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.4K- 4.75% |
$277K - $304K
|
148K
$6.87M
|