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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2021
Q1 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
27.9K+ 36.35% |
$965K - $1.07M
|
105K
$4.81M
|
|
|
May 17, 2021
Q1 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
27.5K+ 114.71% |
$949K - $1.05M
|
51.4K
$2.36M
|
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
27.4KNew |
$948K - $1.05M
|
27.4K
$1.26M
|
|
|
May 14, 2021
Q1 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
27.2K+ 77.56% |
$940K - $1.04M
|
62.3K
$2.86M
|
|
|
Jan 02, 2024
Q1 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
27K+ 16.9% |
$932K - $1.03M
|
186K
$8.57M
|
|
|
May 12, 2021
Q1 2021
|
Ergoteles LLC
New York, NY |
BUY
|
- |
26.6KNew |
$918K - $1.02M
|
26.6K
$1.22M
|
|
|
Jun 23, 2021
Q1 2021
|
Stone X Group Inc.
|
BUY
|
- |
25.5K+ 17.15% |
$882K - $978K
|
174K
$8.01M
|
|
|
Apr 02, 2021
Q1 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
24.8K+ 8.01% |
$857K - $951K
|
335K
$15.4M
|
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
23.6K+ 6.39% |
$817K - $906K
|
394K
$18.1M
|
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
BUY
|
- |
23.3K+ 17.51% |
$804K - $892K
|
156K
$7.17M
|
|
|
May 13, 2021
Q1 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
22.8K+ 58.92% |
$789K - $874K
|
61.5K
$2.83M
|
|
|
May 10, 2021
Q1 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
22.4K+ 6.3% |
$775K - $859K
|
378K
$17.4M
|
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
19.6K+ 10.0% |
$677K - $751K
|
216K
$9.91M
|
|
|
May 06, 2021
Q1 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
19K+ 2.82% |
$656K - $727K
|
691K
$31.7M
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
17.5KNew |
$605K - $671K
|
17.5K
$804K
|
|
|
May 04, 2021
Q1 2021
|
Btc Capital Management, Inc.
|
BUY
|
- |
16.4KNew |
$568K - $630K
|
16.4K
$755K
|
|
|
May 13, 2021
Q1 2021
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
15.8K+ 14.2% |
$546K - $606K
|
127K
$5.84M
|
|
|
May 14, 2021
Q1 2021
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
15.6K+ 2.97% |
$539K - $597K
|
541K
$24.8M
|
|
|
Apr 12, 2021
Q1 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
15.1K+ 260.41% |
$523K - $580K
|
21K
$963K
|
|
|
May 17, 2021
Q1 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
14.9K+ 15.76% |
$516K - $572K
|
110K
$5.04M
|
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
14.7K+ 7.67% |
$509K - $564K
|
207K
$9.5M
|
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14.6K+ 15.22% |
$504K - $559K
|
110K
$5.07M
|
|
|
May 10, 2021
Q1 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14K+ 10.07% |
$483K - $535K
|
153K
$7.02M
|
|
|
Apr 15, 2021
Q1 2021
|
Prism Advisors, Inc.
|
BUY
|
- |
13.9K+ 2.62% |
$479K - $531K
|
542K
$24.9M
|
|
|
May 11, 2021
Q1 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
13.8KNew |
$478K - $530K
|
13.8K
$635K
|
|
|
May 03, 2021
Q1 2021
|
Avestar Capital, LLC
|
BUY
|
- |
13.2K+ 5.19% |
$455K - $504K
|
267K
$12.3M
|
|
|
May 05, 2021
Q1 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
12.9KNew |
$448K - $496K
|
12.9K
$595K
|
|
|
May 10, 2021
Q1 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
12.9K+ 111.36% |
$446K - $494K
|
24.5K
$1.13M
|
|
|
May 13, 2021
Q1 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
11.3K+ 1.95% |
$392K - $434K
|
592K
$27.2M
|
|
|
Apr 20, 2021
Q1 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
11.2K+ 15.66% |
$386K - $428K
|
82.5K
$3.79M
|
|
|
May 17, 2021
Q1 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
10.9K+ 21.89% |
$378K - $419K
|
60.8K
$2.79M
|
|
|
Apr 27, 2021
Q1 2021
|
Belvedere Trading LLC
|
BUY
|
- |
10.3KNew |
$357K - $396K
|
10.3K
$475K
|
|
|
Apr 30, 2021
Q1 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9.31K+ 4.07% |
$322K - $357K
|
238K
$10.9M
|
|
|
May 04, 2021
Q1 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
9.25K+ 13.14% |
$320K - $354K
|
79.7K
$3.66M
|
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9K+ 2.44% |
$311K - $345K
|
379K
$17.4M
|
|
|
May 06, 2021
Q1 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
8.74K+ 9.03% |
$302K - $335K
|
106K
$4.85M
|
|
|
May 14, 2021
Q1 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
8.56K+ 8.56% |
$296K - $328K
|
109K
$4.99M
|
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.32K+ 227.06% |
$287K - $319K
|
12K
$550K
|
|
|
May 04, 2021
Q1 2021
|
Sargent Investment Group, LLC
|
BUY
|
- |
8.1K+ 21.67% |
$280K - $310K
|
45.5K
$2.09M
|
|
|
May 05, 2021
Q1 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
8KNew |
$276K - $306K
|
8K
$367K
|
|
|
May 17, 2021
Q1 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.65KNew |
$264K - $293K
|
7.65K
$352K
|
|
|
Apr 30, 2021
Q1 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
7.63KNew |
$264K - $292K
|
7.63K
$350K
|
|
|
May 17, 2021
Q1 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
7.49K+ 15.67% |
$259K - $287K
|
55.2K
$2.54M
|
|
|
Apr 29, 2021
Q1 2021
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
7KNew |
$242K - $268K
|
7K
$322K
|
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.67K+ 33.97% |
$231K - $256K
|
26.3K
$1.21M
|
|
|
Apr 23, 2021
Q1 2021
|
F3 Logic, LLC
|
BUY
|
- |
6.47KNew |
$223K - $248K
|
6.47K
$297K
|
|
|
Apr 12, 2021
Q1 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
6.4K+ 15.34% |
$221K - $245K
|
48.1K
$2.21M
|
|
|
May 14, 2021
Q1 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
6.32K+ 108.76% |
$218K - $242K
|
12.1K
$557K
|
|
|
May 14, 2021
Q1 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.97K+ 65.07% |
$206K - $229K
|
15.2K
$696K
|
|
|
May 10, 2021
Q1 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.94K+ 16.19% |
$205K - $228K
|
42.6K
$1.96M
|