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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-25K- 15.01% |
$901K - $1.01M
|
141K
$6.35M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-25.3K- 5.02% |
$913K - $1.03M
|
479K
$21.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-25.9K- 10.85% |
$935K - $1.05M
|
213K
$9.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-27.7K- 24.54% |
$1M - $1.13M
|
85.2K
$3.83M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-28.6K- 32.55% |
$1.03M - $1.16M
|
59.2K
$2.66M
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-31.3K- 79.86% |
$1.13M - $1.27M
|
7.9K
$355K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-32.7K- 16.31% |
$1.18M - $1.33M
|
168K
$7.54M
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-33.3K- 14.43% |
$1.2M - $1.35M
|
197K
$8.87M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-34.3K- 16.39% |
$1.24M - $1.39M
|
175K
$7.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-35.6K- 64.32% |
$1.29M - $1.45M
|
19.8K
$888K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-37.2K- 3.22% |
$1.34M - $1.51M
|
1.12M
$50.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-37.5K- 4.51% |
$1.35M - $1.52M
|
795K
$35.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-37.9K- 69.96% |
$1.37M - $1.54M
|
16.3K
$731K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-42.3K- 0.65% |
$1.53M - $1.72M
|
6.45M
$290M
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-43.7K- 4.98% |
$1.58M - $1.78M
|
834K
$37.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-48.2K- 69.87% |
$1.74M - $1.96M
|
20.8K
$934K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-48.5K- 3.05% |
$1.75M - $1.97M
|
1.54M
$69.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-57.1K- 24.93% |
$2.06M - $2.32M
|
172K
$7.73M
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-58.5K- 25.28% |
$2.11M - $2.38M
|
173K
$7.77M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-59.2K- 44.26% |
$2.14M - $2.41M
|
74.6K
$3.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-59.3K- 16.0% |
$2.14M - $2.41M
|
312K
$14M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-59.6K- 9.73% |
$2.15M - $2.42M
|
553K
$24.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-67.1K- 57.66% |
$2.42M - $2.72M
|
49.3K
$2.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-67.9K- 37.53% |
$2.45M - $2.76M
|
113K
$5.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-71.1K- 35.78% |
$2.57M - $2.89M
|
128K
$5.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-72.4K- 49.84% |
$2.61M - $2.94M
|
72.9K
$3.28M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-78.7K- 84.06% |
$2.84M - $3.2M
|
14.9K
$670K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-85.2K- 14.85% |
$3.07M - $3.46M
|
488K
$22M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-91.5K- 40.66% |
$3.3M - $3.72M
|
134K
$6M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-97.9K- 24.09% |
$3.53M - $3.98M
|
309K
$13.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-105K- 43.75% |
$3.8M - $4.27M
|
135K
$6.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-106K- 20.91% |
$3.84M - $4.32M
|
402K
$18.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-106K- 45.06% |
$3.84M - $4.32M
|
130K
$5.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-108K- 36.41% |
$3.91M - $4.4M
|
189K
$8.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-109K- 29.38% |
$3.95M - $4.45M
|
263K
$11.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-110K- 15.71% |
$3.96M - $4.46M
|
589K
$26.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-118K- 46.37% |
$4.26M - $4.8M
|
137K
$6.14M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-121K- 51.59% |
$4.36M - $4.91M
|
113K
$5.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-122K- 17.63% |
$4.4M - $4.95M
|
569K
$25.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-144K- 11.26% |
$5.2M - $5.85M
|
1.13M
$51M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-158K- 28.8% |
$5.71M - $6.42M
|
391K
$17.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-168K- 92.14% |
$6.07M - $6.83M
|
14.3K
$645K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-192K- 54.32% |
$6.95M - $7.82M
|
162K
$7.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-193K- 43.43% |
$6.95M - $7.82M
|
251K
$11.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-202K- 2.09% |
$7.29M - $8.21M
|
9.47M
$426M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-202K- 30.03% |
$7.3M - $8.22M
|
471K
$21.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-211K- 96.72% |
$7.6M - $8.55M
|
7.15K
$321K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-216K- 22.75% |
$7.79M - $8.77M
|
733K
$32.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-218K- 16.17% |
$7.88M - $8.87M
|
1.13M
$50.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-257K- 6.15% |
$9.27M - $10.4M
|
3.92M
$176M
|