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 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-6.27K- 20.94% |
$226K - $255K
|
23.7K
$1.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-6.65K- 51.25% |
$240K - $270K
|
6.32K
$282K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-6.65KClosed |
$240K - $270K
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-6.69K- 3.23% |
$242K - $272K
|
201K
$8.95M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.27K- 5.36% |
$262K - $295K
|
128K
$5.72M
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-7.59K- 4.64% |
$274K - $308K
|
156K
$6.96M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-7.62K- 10.55% |
$275K - $309K
|
64.5K
$2.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.96K- 5.36% |
$287K - $323K
|
141K
$6.27M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-8.12K- 58.7% |
$293K - $330K
|
5.71K
$255K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-8.36K- 59.41% |
$302K - $340K
|
5.71K
$255K
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-8.57K- 54.71% |
$309K - $348K
|
7.1K
$316K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
SELL
|
- |
-8.73K- 7.84% |
$315K - $355K
|
103K
$4.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-8.96K- 3.02% |
$323K - $364K
|
287K
$12.8M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-9.17K- 10.13% |
$331K - $372K
|
81.3K
$3.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-9.41K- 4.67% |
$340K - $382K
|
192K
$8.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-9.64K- 1.2% |
$348K - $392K
|
791K
$35.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
SELL
|
- |
-9.75K- 4.66% |
$352K - $396K
|
200K
$8.91M
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
SELL
|
- |
-10K- 34.33% |
$361K - $407K
|
19.1K
$854K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.2K- 17.55% |
$367K - $413K
|
47.7K
$2.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-10.4K- 15.2% |
$374K - $421K
|
57.8K
$2.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-10.4K- 26.64% |
$375K - $422K
|
28.6K
$1.28M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-10.8K- 56.85% |
$390K - $439K
|
8.19K
$365K
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-10.9K- 2.52% |
$392K - $442K
|
420K
$18.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-11.2K- 15.83% |
$405K - $455K
|
59.6K
$2.66M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-11.3K- 13.95% |
$407K - $458K
|
69.6K
$3.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.4K- 4.58% |
$413K - $465K
|
238K
$10.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-11.8K- 16.24% |
$425K - $479K
|
60.8K
$2.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-12.1K- 16.54% |
$436K - $491K
|
61K
$2.72M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-12.2KClosed |
$439K - $494K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-12.6K- 1.33% |
$454K - $511K
|
931K
$41.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-12.9K- 18.3% |
$465K - $523K
|
57.5K
$2.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-13.2K- 13.88% |
$476K - $536K
|
81.8K
$3.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-14K- 64.07% |
$505K - $569K
|
7.85K
$350K
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-14.3K- 14.61% |
$516K - $581K
|
83.6K
$3.73M
|
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-14.5K- 7.63% |
$522K - $587K
|
175K
$7.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-14.8K- 11.24% |
$533K - $601K
|
117K
$5.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-15.1K- 4.89% |
$546K - $615K
|
294K
$13.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-15.3K- 9.7% |
$552K - $621K
|
142K
$6.35M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-15.4K- 69.68% |
$557K - $627K
|
6.71K
$299K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-15.9K- 10.45% |
$572K - $644K
|
136K
$6.06M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-16.4K- 19.16% |
$591K - $666K
|
69.1K
$3.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-16.7K- 5.05% |
$604K - $680K
|
315K
$14M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-17.1K- 34.08% |
$618K - $696K
|
33.1K
$1.48M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-20.1K- 8.7% |
$725K - $816K
|
211K
$9.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-20.6K- 3.84% |
$744K - $838K
|
516K
$23M
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-22.1K- 78.17% |
$797K - $897K
|
6.17K
$275K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-22.4K- 19.46% |
$810K - $912K
|
92.9K
$4.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-24K- 19.95% |
$867K - $976K
|
96.4K
$4.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-24.1K- 7.69% |
$871K - $980K
|
289K
$12.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-24.4K- 7.66% |
$882K - $993K
|
295K
$13.2M
|