Purchases and Sales Made in Q4 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 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 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.23K- 9.43% |
$80.4K - $90.5K
|
21.4K
$954K
|
|
|
Jan 30, 2024
Q4 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-2.29K- 47.61% |
$82.5K - $92.9K
|
2.52K
$112K
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-2.49K- 6.59% |
$89.8K - $101K
|
35.3K
$1.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.72K- 17.81% |
$98.3K - $111K
|
12.6K
$561K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-2.93K- 20.0% |
$106K - $119K
|
11.7K
$523K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-2.93K- 2.43% |
$106K - $119K
|
118K
$5.25M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.98K- 7.79% |
$108K - $121K
|
35.3K
$1.57M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.99K- 33.95% |
$108K - $121K
|
5.81K
$259K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3.13K- 2.63% |
$113K - $127K
|
116K
$5.15M
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-3.18K- 0.87% |
$115K - $129K
|
360K
$16.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-3.32K- 32.26% |
$120K - $135K
|
6.97K
$311K
|
|
|
Feb 05, 2024
Q4 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.34K- 6.6% |
$121K - $136K
|
47.3K
$2.11M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.46K- 1.71% |
$125K - $140K
|
199K
$8.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.47K- 1.32% |
$125K - $141K
|
260K
$11.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-3.5K- 3.83% |
$126K - $142K
|
87.9K
$3.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.6K- 16.85% |
$130K - $146K
|
17.7K
$791K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-3.61K- 1.3% |
$130K - $147K
|
275K
$12.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.62K- 25.22% |
$131K - $147K
|
10.7K
$478K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.66K- 28.12% |
$132K - $149K
|
9.34K
$417K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3.7K- 11.97% |
$133K - $150K
|
27.2K
$1.21M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-3.72K- 6.84% |
$134K - $151K
|
50.7K
$2.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Concentrum Wealth Management
|
SELL
|
- |
-3.74K- 2.83% |
$135K - $152K
|
128K
$5.71M
|
|
|
Jan 12, 2024
Q4 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-3.74K- 4.19% |
$135K - $152K
|
85.6K
$3.82M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.77K- 0.64% |
$136K - $153K
|
581K
$25.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-3.93K- 16.08% |
$142K - $159K
|
20.5K
$913K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3.96K- 3.26% |
$143K - $161K
|
118K
$5.24M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.97K- 28.59% |
$143K - $161K
|
9.91K
$442K
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-4.19K- 3.84% |
$151K - $170K
|
105K
$4.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-4.19K- 4.22% |
$151K - $170K
|
95.3K
$4.25M
|
|
|
Feb 13, 2024
Q4 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-4.25K- 26.98% |
$153K - $173K
|
11.5K
$513K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.36K- 11.43% |
$157K - $177K
|
33.8K
$1.51M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-4.37K- 2.95% |
$158K - $177K
|
144K
$6.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-4.45K- 12.76% |
$161K - $181K
|
30.4K
$1.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-4.47K- 1.62% |
$161K - $182K
|
272K
$12.1M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4.5K- 33.09% |
$162K - $183K
|
9.1K
$406K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.62K- 6.54% |
$167K - $188K
|
66K
$2.94M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-4.62K- 6.81% |
$167K - $188K
|
63.3K
$2.82M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
SELL
|
- |
-4.62K- 4.12% |
$167K - $188K
|
108K
$4.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-4.88K- 6.31% |
$176K - $198K
|
72.4K
$3.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.92K- 7.74% |
$177K - $200K
|
58.6K
$2.61M
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-4.94K- 3.32% |
$178K - $201K
|
144K
$6.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-5.02K- 9.78% |
$181K - $204K
|
46.3K
$2.06M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-5.35K- 10.0% |
$193K - $217K
|
48.1K
$2.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-5.43K- 9.82% |
$196K - $221K
|
49.9K
$2.22M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-5.51K- 7.67% |
$199K - $224K
|
66.3K
$2.96M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-5.72K- 10.57% |
$206K - $232K
|
48.4K
$2.16M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-5.81K- 39.55% |
$210K - $236K
|
8.88K
$396K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6K- 18.64% |
$217K - $244K
|
26.2K
$1.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-6K- 9.52% |
$217K - $244K
|
57K
$2.54M
|
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-6.14K- 45.95% |
$222K - $249K
|
7.22K
$322K
|