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 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-7.44K- 1.66% |
$278K - $306K
|
442K
$20.4M
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-7.48K- 0.85% |
$280K - $308K
|
878K
$40.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-7.66K- 22.09% |
$286K - $315K
|
27K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-8.84K- 1.09% |
$330K - $363K
|
800K
$37M
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
SELL
|
- |
-8.85K- 14.71% |
$331K - $364K
|
51.3K
$2.37M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9.01K- 5.44% |
$337K - $371K
|
157K
$7.25M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-9.15K- 10.17% |
$342K - $376K
|
80.8K
$3.74M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-9.62K- 89.77% |
$360K - $395K
|
1.1K
$50.7K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-9.75K- 19.51% |
$365K - $401K
|
40.2K
$1.86M
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-10K- 9.3% |
$375K - $413K
|
97.8K
$4.52M
|
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-10.1K- 4.83% |
$378K - $415K
|
199K
$9.19M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.1K- 4.03% |
$378K - $415K
|
240K
$11.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10.5K- 6.84% |
$391K - $430K
|
143K
$6.59M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-10.7K- 7.89% |
$399K - $439K
|
125K
$5.76M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12.2K- 9.49% |
$456K - $501K
|
116K
$5.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.3K- 2.48% |
$460K - $506K
|
484K
$22.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-12.4K- 21.61% |
$464K - $511K
|
45.1K
$2.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-12.9K- 20.98% |
$483K - $531K
|
48.6K
$2.25M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-13.9K- 52.94% |
$520K - $571K
|
12.4K
$571K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-14.6K- 21.46% |
$546K - $600K
|
53.4K
$2.47M
|
|
|
Nov 27, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-15K- 91.79% |
$563K - $619K
|
1.35K
$62.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-15.2K- 1.54% |
$568K - $624K
|
971K
$44.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-15.9K- 17.86% |
$594K - $653K
|
73.1K
$3.38M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-16.4K- 64.97% |
$613K - $674K
|
8.84K
$409K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-16.5K- 9.48% |
$617K - $679K
|
158K
$7.29M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-17.5K- 5.34% |
$653K - $718K
|
309K
$14.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-19.9K- 7.93% |
$743K - $817K
|
231K
$10.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-20.5K- 5.94% |
$766K - $842K
|
325K
$15M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-21.4K- 27.87% |
$800K - $880K
|
55.4K
$2.56M
|
|
|
Oct 16, 2023
Q3 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-23.1K- 43.46% |
$863K - $949K
|
30K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-23.3K- 79.59% |
$871K - $958K
|
5.97K
$276K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-23.8K- 5.08% |
$888K - $976K
|
443K
$20.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-26.9K- 27.53% |
$1.01M - $1.11M
|
70.8K
$3.27M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-28.4K- 83.45% |
$1.06M - $1.17M
|
5.64K
$261K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-28.9K- 12.61% |
$1.08M - $1.19M
|
200K
$9.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-29.3K- 1.81% |
$1.1M - $1.2M
|
1.59M
$73.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-32.2K- 4.45% |
$1.2M - $1.32M
|
691K
$32M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-33.3K- 3.03% |
$1.24M - $1.37M
|
1.07M
$49.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-37.5K- 5.77% |
$1.4M - $1.54M
|
612K
$28.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-38.6K- 14.31% |
$1.44M - $1.59M
|
231K
$10.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-39.4K- 6.46% |
$1.47M - $1.62M
|
570K
$26.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-41.6K- 13.47% |
$1.56M - $1.71M
|
267K
$12.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-46.5K- 42.26% |
$1.74M - $1.91M
|
63.6K
$2.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-47.7K- 2.25% |
$1.79M - $1.96M
|
2.07M
$95.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-50.5K- 7.61% |
$1.89M - $2.08M
|
614K
$28.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-51.8K- 48.01% |
$1.94M - $2.13M
|
56.1K
$2.59M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-57.5K- 8.94% |
$2.15M - $2.36M
|
585K
$27.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-59.2K- 43.77% |
$2.21M - $2.43M
|
76.1K
$3.52M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-62.6K- 11.59% |
$2.34M - $2.57M
|
477K
$22.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-64K- 41.17% |
$2.39M - $2.63M
|
91.5K
$4.23M
|