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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-13.2K- 9.21% |
$472K - $549K
|
131K
$5.92M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-20.8K- 13.38% |
$742K - $864K
|
135K
$6.12M
|
|
|
Jan 10, 2023
Q4 2022
|
Grant
|
SELL
|
- |
-22K- 10.43% |
$785K - $914K
|
189K
$8.58M
|
|
|
Feb 09, 2023
Q4 2022
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-24.4K- 5.49% |
$870K - $1.01M
|
421K
$19.1M
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
SELL
|
- |
-25.3K- 13.2% |
$899K - $1.05M
|
166K
$7.53M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-25.3K- 13.2% |
$899K - $1.05M
|
166K
$7.53M
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-25.5K- 20.57% |
$907K - $1.06M
|
98.4K
$4.46M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-27.5K- 12.85% |
$980K - $1.14M
|
187K
$8.46M
|
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
SELL
|
- |
-31.1K- 6.0% |
$1.11M - $1.29M
|
488K
$22.1M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-31.4K- 6.8% |
$1.12M - $1.3M
|
431K
$19.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
SELL
|
- |
-31.9K- 14.11% |
$1.14M - $1.32M
|
194K
$8.81M
|
|
|
Jan 30, 2023
Q4 2022
|
Prism Advisors, Inc.
|
SELL
|
- |
-32K- 5.79% |
$1.14M - $1.33M
|
521K
$23.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-34.8K- 6.59% |
$1.24M - $1.44M
|
493K
$22.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-36.7K- 7.4% |
$1.31M - $1.52M
|
458K
$20.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-36.8K- 43.05% |
$1.31M - $1.53M
|
48.7K
$2.21M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-40.4K- 41.9% |
$1.44M - $1.68M
|
56.1K
$2.54M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-45.2K- 23.55% |
$1.61M - $1.87M
|
147K
$6.65M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-49.6K- 99.22% |
$1.77M - $2.06M
|
391
$17.7K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-53.1K- 68.7% |
$1.89M - $2.2M
|
24.2K
$1.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-54.8K- 45.43% |
$1.95M - $2.27M
|
65.8K
$2.99M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-65.6K- 6.24% |
$2.33M - $2.72M
|
985K
$44.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-74.4K- 4.91% |
$2.65M - $3.09M
|
1.44M
$65.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-79.8K- 0.74% |
$2.84M - $3.31M
|
10.7M
$487M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-93.1K- 0.27% |
$3.32M - $3.86M
|
34.1M
$1.55B
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-96.9K- 14.7% |
$3.45M - $4.02M
|
562K
$25.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-120K- 40.86% |
$4.27M - $4.97M
|
174K
$7.87M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-125K- 38.98% |
$4.44M - $5.17M
|
195K
$8.86M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-126K- 73.26% |
$4.49M - $5.22M
|
46K
$2.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-149K- 17.85% |
$5.32M - $6.2M
|
688K
$31.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-161K- 4.21% |
$5.74M - $6.68M
|
3.67M
$166M
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-200K- 76.83% |
$7.13M - $8.3M
|
60.4K
$2.74M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-218K- 3.24% |
$7.77M - $9.05M
|
6.52M
$296M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-219K- 47.26% |
$7.8M - $9.08M
|
244K
$11.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-237K- 39.82% |
$8.46M - $9.84M
|
359K
$16.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-303K- 50.53% |
$10.8M - $12.6M
|
297K
$13.5M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-330K- 23.84% |
$11.8M - $13.7M
|
1.05M
$47.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-374K- 4.26% |
$13.3M - $15.5M
|
8.39M
$380M
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-590K- 97.49% |
$21M - $24.5M
|
15.2K
$688K
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-657K- 57.88% |
$23.4M - $27.2M
|
478K
$21.7M
|