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 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-274K- 48.18% |
$9.9M - $11.1M
|
295K
$13.3M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-290K- 49.62% |
$10.5M - $11.8M
|
294K
$13.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-299K- 65.74% |
$10.8M - $12.2M
|
156K
$7.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-305K- 89.02% |
$11M - $12.4M
|
37.6K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-313K- 5.99% |
$11.3M - $12.7M
|
4.92M
$221M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-434K- 15.43% |
$15.7M - $17.6M
|
2.38M
$107M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-439K- 10.8% |
$15.8M - $17.8M
|
3.62M
$163M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-540K- 50.63% |
$19.5M - $21.9M
|
526K
$23.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-598K- 10.84% |
$21.6M - $24.3M
|
4.91M
$221M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-774K- 8.81% |
$27.9M - $31.4M
|
8.01M
$360M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-931K- 75.62% |
$33.6M - $37.8M
|
300K
$13.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-954K- 24.97% |
$34.4M - $38.8M
|
2.87M
$129M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-970K- 14.24% |
$35M - $39.4M
|
5.84M
$263M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.21M- 26.34% |
$43.6M - $49.1M
|
3.38M
$152M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.24M- 13.17% |
$44.9M - $50.5M
|
8.2M
$369M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.29M- 5.7% |
$46.6M - $52.5M
|
21.3M
$959M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.52M- 8.5% |
$91M - $102M
|
27.2M
$1.22B
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.41M- 97.53% |
$123M - $139M
|
86.2K
$3.88M
|