Purchases and Sales Made in Q1 2021 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 Q1 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2021
Q1 2021
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1.48M+ 11732.84% |
$51.3M - $56.9M
|
1.5M
$65.4M
|
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.02M+ 200.11% |
$35.4M - $39.2M
|
1.54M
$67.1M
|
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
779K+ 2838.29% |
$26.9M - $29.8M
|
806K
$35.2M
|
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
512K+ 913875.0% |
$17.7M - $19.6M
|
512K
$22.4M
|
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
427K+ 15.2% |
$14.7M - $16.3M
|
3.23M
$141M
|
|
|
Apr 14, 2021
Q1 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
369K+ 2532.9% |
$12.7M - $14.1M
|
383K
$16.7M
|
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
330K+ 5.51% |
$11.4M - $12.6M
|
6.32M
$276M
|
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
314K+ 24.22% |
$10.9M - $12M
|
1.61M
$70.4M
|
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
285K+ 3.46% |
$9.83M - $10.9M
|
8.5M
$371M
|
|
|
May 10, 2021
Q1 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
248KNew |
$8.58M - $9.52M
|
248K
$10.9M
|
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
244K+ 6.79% |
$8.43M - $9.35M
|
3.84M
$168M
|
|
|
Apr 30, 2021
Q1 2021
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
221KNew |
$7.63M - $8.46M
|
221K
$9.65M
|
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
199K+ 6.53% |
$6.88M - $7.63M
|
3.25M
$142M
|
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
198K+ 7.55% |
$6.84M - $7.59M
|
2.82M
$123M
|
|
|
Apr 29, 2021
Q1 2021
|
Petix & Botte CO
|
BUY
|
- |
175K+ 110.14% |
$6.07M - $6.73M
|
335K
$14.6M
|
|
|
Apr 15, 2021
Q1 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
150K+ 558.25% |
$5.18M - $5.74M
|
177K
$7.72M
|
|
|
May 12, 2021
Q1 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
143K+ 14.58% |
$4.96M - $5.5M
|
1.13M
$49.3M
|
|
|
May 10, 2021
Q1 2021
|
Lincoln National Corp
|
BUY
|
- |
133K+ 27.36% |
$4.61M - $5.11M
|
621K
$27.1M
|
|
|
Apr 13, 2021
Q1 2021
|
Ballew Advisors, Inc
|
BUY
|
- |
121K+ 234.73% |
$4.18M - $4.63M
|
172K
$7.53M
|
|
|
Apr 26, 2021
Q1 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
112K+ 1877.46% |
$3.86M - $4.28M
|
118K
$5.15M
|
|
|
May 13, 2021
Q1 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
105KNew |
$3.65M - $4.04M
|
105K
$4.61M
|
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
102K+ 2.77% |
$3.53M - $3.91M
|
3.79M
$166M
|
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
101K+ 18.19% |
$3.48M - $3.86M
|
654K
$28.6M
|
|
|
Apr 19, 2021
Q1 2021
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
97.4K+ 29.38% |
$3.37M - $3.73M
|
429K
$18.7M
|
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
81.4K+ 47.64% |
$2.81M - $3.12M
|
252K
$11M
|
|
|
May 07, 2021
Q1 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
75.4K+ 12.07% |
$2.61M - $2.89M
|
700K
$30.6M
|
|
|
Apr 28, 2021
Q1 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
69.8K+ 49.75% |
$2.41M - $2.67M
|
210K
$9.18M
|
|
|
May 14, 2021
Q1 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
68.9KNew |
$2.38M - $2.64M
|
68.9K
$3.01M
|
|
|
Apr 19, 2021
Q1 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
65.6K+ 136.7% |
$2.27M - $2.51M
|
114K
$4.96M
|
|
|
May 17, 2021
Q1 2021
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
63KNew |
$2.18M - $2.41M
|
63K
$2.75M
|
|
|
Apr 30, 2021
Q1 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
61.9K+ 225.58% |
$2.14M - $2.37M
|
89.3K
$3.9M
|
|
|
May 13, 2021
Q1 2021
|
Advisor Os, LLC
|
BUY
|
- |
57.8K+ 16.59% |
$2M - $2.21M
|
406K
$17.8M
|
|
|
May 03, 2021
Q1 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
49.7K+ 194.98% |
$1.72M - $1.9M
|
75.1K
$3.28M
|
|
|
Apr 26, 2022
Q1 2021
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
49.3KNew |
$1.7M - $1.89M
|
49.3K
$2.16M
|
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
47.2KNew |
$1.63M - $1.81M
|
47.2K
$2.06M
|
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
46.9K+ 12.84% |
$1.62M - $1.8M
|
412K
$18M
|
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
46.4K+ 5.84% |
$1.6M - $1.78M
|
841K
$36.8M
|
|
|
May 07, 2021
Q1 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
44.6K+ 10.56% |
$1.54M - $1.71M
|
467K
$20.4M
|
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
41.4K+ 3.04% |
$1.43M - $1.59M
|
1.4M
$61.3M
|
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
BUY
|
- |
38.5K+ 8.59% |
$1.33M - $1.48M
|
487K
$21.3M
|
|
|
May 06, 2021
Q1 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
36.6K+ 8.82% |
$1.26M - $1.4M
|
451K
$19.7M
|
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
36.3K+ 8.81% |
$1.25M - $1.39M
|
448K
$19.6M
|
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
35.3K+ 5.72% |
$1.22M - $1.35M
|
653K
$28.5M
|
|
|
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
34.5K+ 442.51% |
$1.19M - $1.32M
|
42.3K
$1.85M
|
|
|
May 12, 2021
Q1 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
34.1K+ 106.94% |
$1.18M - $1.31M
|
66K
$2.88M
|
|
|
May 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
32.7K+ 59.09% |
$1.13M - $1.25M
|
88.1K
$3.85M
|
|
|
May 12, 2021
Q1 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
31KNew |
$1.07M - $1.19M
|
31K
$1.35M
|
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
30.8K+ 22.2% |
$1.07M - $1.18M
|
170K
$7.42M
|
|
|
May 10, 2021
Q1 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
29.8K+ 268.11% |
$1.03M - $1.14M
|
40.9K
$1.79M
|
|
|
May 11, 2021
Q1 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
28.7K+ 4.34% |
$991K - $1.1M
|
689K
$30.1M
|