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 04, 2021
Q1 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.9K+ 6.68% |
$204K - $226K
|
94.3K
$4.33M
|
|
May 07, 2021
Q1 2021
|
1 St Source Bank
|
BUY
|
- |
5.74K+ 2.23% |
$199K - $220K
|
264K
$12.1M
|
|
Apr 28, 2021
Q1 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
5.66K+ 19.14% |
$196K - $217K
|
35.2K
$1.62M
|
|
Apr 29, 2021
Q1 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5.62KNew |
$194K - $215K
|
5.62K
$258K
|
|
Apr 28, 2021
Q1 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.52K+ 8.87% |
$191K - $211K
|
67.7K
$3.11M
|
|
May 06, 2021
Q1 2021
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
5.41KNew |
$187K - $207K
|
5.41K
$249K
|
|
May 12, 2021
Q1 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
5.29KNew |
$183K - $203K
|
5.29K
$243K
|
|
May 12, 2021
Q1 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.28KNew |
$183K - $202K
|
5.28K
$243K
|
|
May 14, 2021
Q1 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5.21K+ 35.45% |
$180K - $200K
|
19.9K
$915K
|
|
May 17, 2021
Q1 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
5.16K+ 16.22% |
$178K - $198K
|
37K
$1.7M
|
|
May 10, 2021
Q1 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
5.13K+ 6.82% |
$177K - $197K
|
80.3K
$3.69M
|
|
May 10, 2021
Q1 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
4.65K+ 4.8% |
$161K - $178K
|
102K
$4.66M
|
|
Apr 26, 2021
Q1 2021
|
Wedbush Securities Inc
|
BUY
|
- |
4.59K+ 6.38% |
$158K - $176K
|
76.4K
$3.51M
|
|
Apr 26, 2021
Q1 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
4.51K+ 10.5% |
$156K - $173K
|
47.5K
$2.18M
|
|
May 04, 2021
Q1 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
4.38K+ 1715.69% |
$151K - $168K
|
4.63K
$213K
|
|
May 11, 2021
Q1 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.37K+ 6.09% |
$151K - $167K
|
76.1K
$3.5M
|
|
Apr 14, 2021
Q1 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
4.32KNew |
$149K - $166K
|
4.32K
$198K
|
|
Apr 28, 2021
Q1 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.24K+ 7.25% |
$147K - $163K
|
62.8K
$2.89M
|
|
Apr 22, 2021
Q1 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.21K+ 4.47% |
$146K - $161K
|
98.5K
$4.53M
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.95K+ 33.02% |
$136K - $151K
|
15.9K
$731K
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
3.67K+ 9.91% |
$127K - $140K
|
40.7K
$1.87M
|
|
Apr 12, 2021
Q1 2021
|
E Rn Financial, LLC
|
BUY
|
- |
3.4K+ 4.52% |
$117K - $130K
|
78.6K
$3.61M
|
|
May 03, 2021
Q1 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.27K+ 3.95% |
$113K - $125K
|
86.1K
$3.95M
|
|
Apr 21, 2021
Q1 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
2.77K+ 26.01% |
$95.9K - $106K
|
13.4K
$617K
|
|
Sep 20, 2021
Q1 2021
|
Activest Wealth Management
|
BUY
|
- |
2.67KNew |
$92.2K - $102K
|
2.67K
$123K
|
|
May 05, 2021
Q1 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.62K+ 11.36% |
$90.4K - $100K
|
25.6K
$1.18M
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
2.56K+ 4.73% |
$88.4K - $98.1K
|
56.6K
$2.6M
|
|
Aug 10, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.52K+ 5.55% |
$87.2K - $96.7K
|
48K
$2.2M
|
|
May 14, 2021
Q1 2021
|
Apexium Financial, LP
|
BUY
|
- |
2.47K+ 1.89% |
$85.4K - $94.7K
|
133K
$6.12M
|
|
Apr 29, 2021
Q1 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.46K+ 9.76% |
$84.9K - $94.2K
|
27.6K
$1.27M
|
|
May 14, 2021
Q1 2021
|
Stephens Inc
|
BUY
|
- |
2.41K+ 6.76% |
$83.2K - $92.3K
|
38K
$1.75M
|
|
May 03, 2021
Q1 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
2.25K+ 1.87% |
$77.8K - $86.3K
|
123K
$5.64M
|
|
May 13, 2021
Q1 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.21K+ 24.0% |
$76.3K - $84.6K
|
11.4K
$524K
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.2K+ 99.59% |
$76.1K - $84.4K
|
4.42K
$203K
|
|
Nov 09, 2023
Q1 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
2.1K+ 14.68% |
$72.6K - $80.5K
|
16.4K
$754K
|
|
May 17, 2021
Q1 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.09K+ 49.45% |
$72.4K - $80.2K
|
6.33K
$291K
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.98K+ 1.91% |
$68.5K - $76K
|
106K
$4.87M
|
|
May 10, 2021
Q1 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
1.92K+ 8.94% |
$66.3K - $73.5K
|
23.4K
$1.07M
|
|
Apr 20, 2021
Q1 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.91K+ 15.04% |
$66K - $73.2K
|
14.6K
$671K
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.82K+ 28.38% |
$62.9K - $69.7K
|
8.23K
$378K
|
|
May 11, 2021
Q1 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.71KNew |
$59.1K - $65.6K
|
1.71K
$78.6K
|
|
May 14, 2021
Q1 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.65K+ 16.34% |
$56.9K - $63.1K
|
11.7K
$538K
|
|
May 05, 2021
Q1 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.63KNew |
$56.4K - $62.5K
|
1.63K
$75K
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.61KNew |
$55.5K - $61.5K
|
1.61K
$73.7K
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.54K+ 0.8% |
$53.2K - $59K
|
195K
$8.95M
|
|
Apr 16, 2021
Q1 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.38K+ 1.28% |
$47.8K - $53K
|
109K
$5.03M
|
|
Apr 14, 2021
Q1 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
1.38K+ 4.69% |
$47.7K - $52.9K
|
30.8K
$1.41M
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
1.36K+ 0.91% |
$47K - $52.1K
|
150K
$6.9M
|
|
May 12, 2021
Q1 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.32K+ 15.49% |
$45.8K - $50.7K
|
9.87K
$453K
|
|
Apr 14, 2021
Q1 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.3K+ 3.21% |
$45K - $49.9K
|
41.9K
$1.92M
|