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 02, 2023
Q3 2023
|
Advisor Os, LLC
|
SELL
|
- |
-64.2K- 36.56% |
$2.4M - $2.64M
|
111K
$5.18M
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-68.5K- 55.83% |
$2.56M - $2.81M
|
54.2K
$2.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-75.7K- 17.99% |
$2.83M - $3.11M
|
345K
$16M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-78K- 47.05% |
$2.92M - $3.21M
|
87.8K
$4.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-79K- 31.64% |
$2.96M - $3.25M
|
171K
$7.94M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-97.4K- 24.73% |
$3.64M - $4M
|
296K
$13.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-99.1K- 6.46% |
$3.7M - $4.07M
|
1.44M
$66.7M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-99.2K- 13.56% |
$3.71M - $4.08M
|
632K
$29.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-101K- 21.44% |
$3.79M - $4.16M
|
371K
$17.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-103K- 9.77% |
$3.84M - $4.22M
|
948K
$44.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-110K- 1.13% |
$4.12M - $4.53M
|
9.67M
$450M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-125K- 2.99% |
$4.68M - $5.15M
|
4.06M
$189M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-132K- 15.87% |
$4.93M - $5.42M
|
699K
$32.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-141K- 23.6% |
$5.26M - $5.78M
|
455K
$21.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-141K- 95.34% |
$5.28M - $5.81M
|
6.9K
$321K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-150K- 91.58% |
$5.62M - $6.18M
|
13.8K
$643K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-162K- 11.22% |
$6.04M - $6.64M
|
1.28M
$59.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-242K- 4.2% |
$9.03M - $9.93M
|
5.51M
$256M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-250K- 95.06% |
$9.35M - $10.3M
|
13K
$604K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-269K- 8.74% |
$10.1M - $11.1M
|
2.81M
$131M
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-349K- 98.05% |
$13M - $14.3M
|
6.93K
$322K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-349K- 7.71% |
$13M - $14.3M
|
4.17M
$194M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-353K- 6.33% |
$13.2M - $14.5M
|
5.23M
$243M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-355K- 90.27% |
$13.3M - $14.6M
|
38.3K
$1.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-450K- 71.3% |
$16.8M - $18.5M
|
181K
$8.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-468K- 2.03% |
$17.5M - $19.2M
|
22.6M
$1.05B
|
|
|
Nov 09, 2023
Q3 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-530K- 98.69% |
$19.8M - $21.8M
|
7.05K
$328K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-703K- 9.36% |
$26.3M - $28.9M
|
6.81M
$317M
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-745K- 37.69% |
$27.9M - $30.6M
|
1.23M
$57.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.22M- 12.17% |
$45.5M - $50M
|
8.78M
$408M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.29M- 7.15% |
$85.4M - $93.9M
|
29.7M
$1.38B
|