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 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-2.23K- 1.21% |
$79.6K - $92.6K
|
182K
$8.25M
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.37K- 20.06% |
$84.2K - $98.1K
|
9.43K
$427K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.37K- 65.68% |
$84.5K - $98.4K
|
1.24K
$56.2K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.39K- 26.18% |
$85K - $98.9K
|
6.73K
$305K
|
|
|
Feb 10, 2023
Q4 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-2.51K- 6.78% |
$89.2K - $104K
|
34.5K
$1.56M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.51K- 1.17% |
$89.3K - $104K
|
211K
$9.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.95K- 45.4% |
$105K - $122K
|
3.55K
$161K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.08K- 36.09% |
$110K - $128K
|
5.45K
$247K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.08K- 8.02% |
$110K - $128K
|
35.3K
$1.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-3.09K- 2.0% |
$110K - $128K
|
152K
$6.87M
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-3.11K- 13.75% |
$111K - $129K
|
19.5K
$884K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.18K- 12.26% |
$113K - $132K
|
22.8K
$1.03M
|
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-3.33K- 2.38% |
$118K - $138K
|
137K
$6.19M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.34K- 7.42% |
$119K - $138K
|
41.7K
$1.89M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.67K- 9.41% |
$131K - $152K
|
35.3K
$1.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.71K- 4.48% |
$132K - $154K
|
79.1K
$3.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-3.74K- 6.74% |
$133K - $155K
|
51.8K
$2.35M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.81K- 88.4% |
$136K - $158K
|
500
$22.7K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.89K- 17.74% |
$139K - $161K
|
18K
$818K
|
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-4.06K- 21.33% |
$144K - $168K
|
15K
$678K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.47K- 17.14% |
$159K - $185K
|
21.6K
$980K
|
|
|
Jan 25, 2023
Q4 2022
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-4.51K- 1.7% |
$161K - $187K
|
261K
$11.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-4.52K- 6.17% |
$161K - $187K
|
68.8K
$3.12M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.69K- 7.8% |
$167K - $194K
|
55.4K
$2.51M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.35K- 19.35% |
$191K - $222K
|
22.3K
$1.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.37K- 1.65% |
$191K - $223K
|
321K
$14.5M
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
SELL
|
- |
-5.78K- 2.7% |
$206K - $240K
|
208K
$9.44M
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-6.08K- 6.81% |
$217K - $252K
|
83.2K
$3.77M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.16K- 2.67% |
$219K - $255K
|
224K
$10.2M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-6.25K- 6.45% |
$223K - $259K
|
90.7K
$4.11M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.45K- 13.43% |
$230K - $267K
|
41.6K
$1.88M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-6.95K- 5.06% |
$247K - $288K
|
130K
$5.91M
|
|
|
Mar 03, 2023
Q4 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-7.41K- 3.3% |
$264K - $307K
|
217K
$9.84M
|
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-7.88K- 92.85% |
$281K - $327K
|
607
$27.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-8.03K- 5.03% |
$286K - $333K
|
152K
$6.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-8.04K- 3.42% |
$286K - $333K
|
227K
$10.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-8.53K- 6.9% |
$304K - $354K
|
115K
$5.22M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-8.67K- 24.0% |
$309K - $359K
|
27.4K
$1.24M
|
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-8.98K- 36.08% |
$320K - $372K
|
15.9K
$721K
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-9.05K- 5.54% |
$322K - $375K
|
154K
$7M
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
SELL
|
- |
-9.06K- 12.76% |
$323K - $376K
|
61.9K
$2.81M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-9.18K- 7.93% |
$327K - $381K
|
107K
$4.83M
|
|
|
Feb 14, 2023
Q4 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-9.19K- 26.04% |
$327K - $381K
|
26.1K
$1.18M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-10K- 27.0% |
$357K - $415K
|
27.1K
$1.23M
|
|
|
Feb 09, 2023
Q4 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-10K- 20.6% |
$357K - $416K
|
38.6K
$1.75M
|
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-10.1K- 14.23% |
$361K - $420K
|
61K
$2.77M
|
|
|
Feb 06, 2023
Q4 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-11K- 8.36% |
$391K - $456K
|
120K
$5.46M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-11.2K- 2.2% |
$399K - $465K
|
497K
$22.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-11.8K- 25.46% |
$419K - $488K
|
34.4K
$1.56M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-12.2K- 17.81% |
$436K - $507K
|
56.5K
$2.56M
|