Purchases and Sales Made in Q4 2023 in First Tr Value Line Divid Inde (FVD)

FVD Quotes by TradingView

This table provides information about the institutional ownership of First Tr Value Line Divid Inde (FVD) during Q4 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
Jan 11, 2024 Q4 2023
Whittier Trust CO

BUY
 -
1
+ 0.41%
$36.1 - $40.6
247 $11K
Jan 10, 2024 Q4 2023
Sound Income Strategies, LLC

BUY
 -
0
New
$0 - $0
0 $0
Jan 10, 2024 Q4 2023
Lex Aurum Advisors, LLC

SELL
 -
-15
- 0.17%
$541 - $609
8.7K $388K
Jan 30, 2024 Q4 2023
Guerra Pan Advisors, LLC

Montclair, NJ
SELL
 -
-15
- 0.19%
$541 - $609
7.96K $355K
Feb 09, 2024 Q4 2023
Beaton Management Co. Inc.

Haverhill, MA
SELL
 -
-20
- 0.27%
$722 - $813
7.49K $334K
Feb 14, 2024 Q4 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-20
- 3.83%
$722 - $813
502 $22.4K
Jan 24, 2024 Q4 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
SELL
 -
-30
- 0.54%
$1.08K - $1.22K
5.58K $249K
Feb 13, 2024 Q4 2023
Smith, Moore & Co.

Clayton, MO
SELL
 -
-37
- 0.1%
$1.34K - $1.5K
35.4K $1.58M
Jan 12, 2024 Q4 2023
Retirement Planning Group

SELL
 -
-42
- 0.7%
$1.52K - $1.71K
5.93K $264K
Feb 14, 2024 Q4 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-48
- 0.48%
$1.73K - $1.95K
9.97K $445K
Jan 18, 2024 Q4 2023
Accel Wealth Management

SELL
 -
-67
- 0.13%
$2.42K - $2.72K
50.5K $2.25M
Jan 30, 2024 Q4 2023
Archer Investment Corp

SELL
 -
-73
- 0.67%
$2.63K - $2.97K
10.9K $486K
Feb 08, 2024 Q4 2023
Wmg Financial Advisors, LLC

SELL
 -
-87
- 1.5%
$3.14K - $3.53K
5.71K $255K
Feb 12, 2024 Q4 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
SELL
 -
-89
- 0.02%
$3.21K - $3.62K
442K $19.7M
Jan 26, 2024 Q4 2023
Cedrus LLC

Littleton, CO
SELL
 -
-91
- 1.02%
$3.28K - $3.7K
8.83K $394K
Jan 09, 2024 Q4 2023
Purus Wealth Management, LLC

SELL
 -
-96
- 0.41%
$3.46K - $3.9K
23.3K $1.04M
Jan 23, 2024 Q4 2023
Strateg Iq Financial Group, LLC

SELL
 -
-100
- 0.57%
$3.61K - $4.06K
17.4K $776K
Feb 02, 2024 Q4 2023
Kovack Advisors, Inc.

SELL
 -
-103
- 0.16%
$3.72K - $4.18K
63.5K $2.83M
Jun 26, 2024 Q4 2023
Old Port Advisors

SELL
 -
-104
- 0.81%
$3.75K - $4.23K
12.7K $566K
Feb 05, 2024 Q4 2023
Owen La Rue, LLC

Elizabethtown, KY
SELL
 -
-105
- 1.45%
$3.79K - $4.27K
7.16K $319K
Jul 10, 2024 Q4 2023
Strategic Financial Partners, Ltd.

Bend, OR
SELL
 -
-120
- 1.05%
$4.33K - $4.88K
11.3K $503K
Jan 17, 2024 Q4 2023
Kozak & Associates, Inc.

Highlands Ranch, CO
SELL
 -
-172
- 12.41%
$6.21K - $6.99K
1.21K $54.1K
Jan 09, 2024 Q4 2023
Db Wealth Management Group, LLC

San Diego, CA
SELL
 -
-175
- 3.02%
$6.32K - $7.11K
5.63K $251K
Feb 08, 2024 Q4 2023
Main Street Financial Solutions, LLC

SELL
 -
-200
- 2.91%
$7.22K - $8.13K
6.68K $298K
Feb 13, 2024 Q4 2023
Shakespeare Wealth Management, Inc.

Pewaukee, WI
SELL
 -
-234
- 1.76%
$8.45K - $9.51K
13.1K $583K
Jan 30, 2024 Q4 2023
Bison Wealth, LLC

SELL
 -
-236
- 0.47%
$8.52K - $9.59K
49.8K $2.22M
Jan 09, 2024 Q4 2023
Columbia Advisory Partners LLC

SELL
 -
-239
- 2.46%
$8.63K - $9.71K
9.46K $422K
Feb 13, 2024 Q4 2023
Tfg Advisers LLC

SELL
 -
-242
- 0.42%
$8.73K - $9.83K
58K $2.59M
Jan 25, 2024 Q4 2023
Global Assets Advisory, LLC

Orlando, FL
SELL
 -
-255
- 1.85%
$9.2K - $10.4K
13.5K $603K
Jan 18, 2024 Q4 2023
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-258
- 2.17%
$9.31K - $10.5K
11.7K $520K
Jan 24, 2024 Q4 2023
Able Financial Group, LLC

Scottsdale, AZ
SELL
 -
-292
- 1.21%
$10.5K - $11.9K
23.9K $1.07M
Jan 08, 2024 Q4 2023
Castle Rock Wealth Management, LLC

SELL
 -
-300
- 1.71%
$10.8K - $12.2K
17.2K $768K
Feb 13, 2024 Q4 2023
Laurel Wealth Advisors LLC

Charlotte, NC
SELL
 -
-300
- 28.57%
$10.8K - $12.2K
750 $33.4K
Jan 30, 2024 Q4 2023
Moloney Securities Asset Management, LLC

SELL
 -
-308
- 1.91%
$11.1K - $12.5K
15.8K $706K
Feb 06, 2024 Q4 2023
First Horizon Advisors, Inc.

SELL
 -
-309
- 12.1%
$11.2K - $12.6K
2.24K $100K
Feb 01, 2024 Q4 2023
Prism Advisors, Inc.

SELL
 -
-311
- 4.41%
$11.2K - $12.6K
6.74K $300K
Feb 07, 2024 Q4 2023
Huntington National Bank

Columbus, OH
SELL
 -
-320
- 35.4%
$11.5K - $13K
584 $26K
Feb 14, 2024 Q4 2023
Pinnacle Family Advisors, LLC

Springfield, MO
SELL
 -
-332
- 2.36%
$12K - $13.5K
13.7K $612K
Feb 07, 2024 Q4 2023
Jnba Financial Advisors

SELL
 -
-336
- 69.14%
$12.1K - $13.7K
150 $6.69K
Jan 30, 2024 Q4 2023
Act Advisors, Llc.

SELL
 -
-441
- 6.9%
$15.9K - $17.9K
5.95K $265K
Feb 15, 2024 Q4 2023
Front Row Advisors LLC

Tiburon, CA
SELL
 -
-442
- 94.65%
$16K - $18K
25 $1.11K
Feb 14, 2024 Q4 2023
Redwood Financial Network Corp

SELL
 -
-452
- 5.31%
$16.3K - $18.4K
8.06K $359K
Feb 09, 2024 Q4 2023
Nations Financial Group Inc,

Cedar Rapids, IA
SELL
 -
-452
- 0.85%
$16.3K - $18.4K
53K $2.36M
Jan 31, 2024 Q4 2023
Institute For Wealth Management, Llc.

SELL
 -
-463
- 1.84%
$16.7K - $18.8K
24.6K $1.1M
Jan 19, 2024 Q4 2023
Sfg Wealth Management, Llc.

SELL
 -
-482
- 5.4%
$17.4K - $19.6K
8.44K $376K
Feb 14, 2024 Q4 2023
Weitzel Financial Services, Inc.

SELL
 -
-488
- 6.47%
$17.6K - $19.8K
7.06K $315K
Jan 17, 2024 Q4 2023
Signal Point Asset Management, LLC

SELL
 -
-498
- 0.44%
$18K - $20.2K
112K $5.01M
Jan 24, 2024 Q4 2023
Nilsine Partners, LLC

Greenwood Village, CO
SELL
 -
-500
- 8.21%
$18K - $20.3K
5.59K $249K
Mar 04, 2024 Q4 2023
Tucker Asset Management LLC

Littleton, CO
SELL
 -
-503
- 3.76%
$18.2K - $20.4K
12.9K $574K

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