Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-377- 3.44% |
$13.4K - $15.6K
|
10.6K
$469K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-379- 4.04% |
$13.5K - $15.7K
|
9.01K
$399K
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-389- 4.91% |
$13.9K - $16.1K
|
7.54K
$334K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-443- 2.75% |
$15.8K - $18.4K
|
15.7K
$694K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-480- 4.05% |
$17.1K - $19.9K
|
11.4K
$503K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-500- 32.26% |
$17.8K - $20.7K
|
1.05K
$46.5K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-522- 0.77% |
$18.6K - $21.6K
|
67.6K
$2.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
SELL
|
- |
-530- 0.15% |
$18.9K - $22K
|
347K
$15.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-530- 12.3% |
$18.9K - $22K
|
3.78K
$167K
|
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-531- 1.3% |
$18.9K - $22K
|
40.3K
$1.78M
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-589- 27.5% |
$21K - $24.4K
|
1.55K
$68.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
SELL
|
- |
-628- 0.13% |
$22.4K - $26K
|
482K
$21.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-683- 4.77% |
$24.3K - $28.3K
|
13.6K
$604K
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
SELL
|
- |
-684- 0.51% |
$24.4K - $28.4K
|
134K
$5.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-728- 2.2% |
$25.9K - $30.2K
|
32.4K
$1.43M
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-787- 0.65% |
$28K - $32.6K
|
121K
$5.36M
|
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-800- 8.28% |
$28.5K - $33.2K
|
8.87K
$393K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-818- 5.45% |
$29.1K - $33.9K
|
14.2K
$628K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-912- 0.74% |
$32.5K - $37.8K
|
123K
$5.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-937- 3.15% |
$33.4K - $38.8K
|
28.8K
$1.28M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-940- 4.22% |
$33.5K - $39K
|
21.3K
$945K
|
|
|
Feb 10, 2023
Q4 2022
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-970- 13.32% |
$34.5K - $40.2K
|
6.31K
$280K
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-999- 1.14% |
$35.6K - $41.4K
|
86.7K
$3.84M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1K- 8.62% |
$35.6K - $41.5K
|
10.6K
$470K
|
|
|
Jan 10, 2023
Q4 2022
|
Signature Wealth Management Group
|
SELL
|
- |
-1.07K- 14.7% |
$38.2K - $44.4K
|
6.22K
$276K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-1.14K- 60.4% |
$40.7K - $47.4K
|
750
$33.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-1.22K- 16.6% |
$43.4K - $50.6K
|
6.13K
$271K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.22K- 8.34% |
$43.4K - $50.6K
|
13.4K
$594K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-1.32K- 28.31% |
$47.1K - $54.8K
|
3.35K
$148K
|
|
|
Feb 15, 2023
Q4 2022
|
1776 Wealth LLC
|
SELL
|
- |
-1.33K- 1.25% |
$47.3K - $55K
|
105K
$4.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.44K- 2.04% |
$51.2K - $59.6K
|
69K
$3.06M
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.5K- 0.57% |
$53.2K - $62K
|
260K
$11.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.51K- 2.22% |
$53.6K - $62.4K
|
66.2K
$2.93M
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1.54K- 0.17% |
$54.8K - $63.8K
|
902K
$39.9M
|
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.57K- 10.17% |
$55.9K - $65.1K
|
13.9K
$614K
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.59K- 1.64% |
$56.4K - $65.7K
|
95K
$4.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.59K- 14.37% |
$56.6K - $65.9K
|
9.47K
$420K
|
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
SELL
|
- |
-1.82K- 30.4% |
$64.8K - $75.5K
|
4.17K
$185K
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.84K- 11.14% |
$65.5K - $76.2K
|
14.7K
$650K
|
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.85K- 20.47% |
$66K - $76.9K
|
7.2K
$319K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.87K- 2.9% |
$66.5K - $77.4K
|
62.5K
$2.77M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.95K- 16.41% |
$69.3K - $80.7K
|
9.91K
$439K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-1.97K- 3.76% |
$70.1K - $81.6K
|
50.3K
$2.23M
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-1.97K- 4.75% |
$70.3K - $81.8K
|
39.5K
$1.75M
|
|
|
Feb 06, 2023
Q4 2022
|
Concentrum Wealth Management
|
SELL
|
- |
-1.99K- 2.99% |
$70.8K - $82.4K
|
64.5K
$2.86M
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2K- 14.53% |
$71.3K - $83K
|
11.8K
$522K
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.02K- 11.65% |
$71.9K - $83.7K
|
15.3K
$678K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.02K- 6.6% |
$72K - $83.9K
|
28.6K
$1.27M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.03K- 4.63% |
$72.1K - $84K
|
41.7K
$1.85M
|
|
|
Feb 08, 2023
Q4 2022
|
Planning Directions Inc
|
SELL
|
- |
-2.21K- 5.21% |
$78.6K - $91.5K
|
40.2K
$1.78M
|