Purchases and Sales Made in Q1 2021 in First Tr Value Line Divid Inde (FVD)

FVD Quotes by TradingView

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 07, 2021 Q1 2021
Capital Square, LLC

BUY
 -
1.28K
+ 8.78%
$44.3K - $49.1K
15.9K $734K
May 17, 2021 Q1 2021
Baker Avenue Asset Management, LP

BUY
 -
1.27K
+ 5.58%
$43.7K - $48.5K
23.9K $1.11M
May 12, 2021 Q1 2021
Comerica Securities,Inc.

BUY
 -
1.16K
+ 3.15%
$40.1K - $44.5K
38K $1.76M
May 07, 2021 Q1 2021
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
1.13K
+ 0.76%
$38.9K - $43.2K
150K $6.94M
May 11, 2021 Q1 2021
Holistic Financial Partners

BUY
 -
1.13K
+ 13.2%
$38.9K - $43.1K
9.66K $447K
Jan 08, 2024 Q1 2021
Snowden Capital Advisors LLC

New York, NY
BUY
 -
1.1K
+ 1.4%
$37.9K - $42K
79.7K $3.68M
Apr 26, 2021 Q1 2021
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
1.03K
+ 4.71%
$35.6K - $39.5K
22.9K $1.06M
Apr 14, 2021 Q1 2021
Moody National Bank Trust Division

BUY
 -
1.01K
+ 14.24%
$34.8K - $38.6K
8.08K $374K
May 14, 2021 Q1 2021
First Manhattan CO

New York, NY
BUY
 -
1K
New
$34.6K - $38.3K
1K $46.2K
Apr 30, 2021 Q1 2021
Jones Financial Companies Lllp

BUY
 -
1K
New
$34.6K - $38.3K
1K $46.2K
May 05, 2021 Q1 2021
Dhjj Financial Advisors, Ltd.

BUY
 -
908
+ 0.62%
$31.4K - $34.8K
148K $6.86M
Apr 22, 2021 Q1 2021
Time Scale Financial, Inc.

BUY
 -
907
New
$31.3K - $34.8K
907 $41.9K
May 14, 2021 Q1 2021
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
775
+ 9.43%
$26.8K - $29.7K
9K $416K
Apr 16, 2021 Q1 2021
Vigilant Capital Management, LLC

BUY
 -
687
+ 11.01%
$23.7K - $26.3K
6.93K $320K
Jul 16, 2021 Q1 2021
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
643
New
$22.2K - $24.6K
643 $29.7K
Apr 13, 2021 Q1 2021
Walkner Condon Financial Advisors LLC

BUY
 -
611
+ 6.02%
$21.1K - $23.4K
10.8K $497K
May 07, 2021 Q1 2021
Fifth Third Bancorp

BUY
 -
600
+ 7.99%
$20.7K - $23K
8.11K $375K
Apr 12, 2021 Q1 2021
Clarus Wealth Advisors

BUY
 -
558
+ 3.37%
$19.3K - $21.4K
17.1K $792K
Apr 14, 2021 Q1 2021
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
556
New
$19.2K - $21.3K
556 $25.7K
May 13, 2021 Q1 2021
Plante Moran Financial Advisors, LLC

BUY
 -
528
+ 67.95%
$18.2K - $20.2K
1.31K $60.3K
May 17, 2021 Q1 2021
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
408
+ 2.93%
$14.1K - $15.6K
14.3K $662K
May 14, 2021 Q1 2021
Braun Bostich & Associates Inc.

Canonsburg, PA
BUY
 -
402
+ 1.34%
$13.9K - $15.4K
30.5K $1.41M
Apr 26, 2021 Q1 2021
Mbe Wealth Management, LLC

BUY
 -
396
+ 0.11%
$13.7K - $15.2K
367K $17M
Apr 27, 2021 Q1 2021
Castle Rock Wealth Management, LLC

BUY
 -
390
+ 2.45%
$13.5K - $14.9K
16.3K $755K
May 04, 2021 Q1 2021
Ford Financial Group, LLC

BUY
 -
353
+ 1.39%
$12.2K - $13.5K
25.7K $1.19M
May 18, 2021 Q1 2021
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
323
+ 0.95%
$11.2K - $12.4K
34.3K $1.58M
Apr 30, 2021 Q1 2021
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
303
+ 0.34%
$10.5K - $11.6K
88.5K $4.09M
May 17, 2021 Q1 2021
Eaton Vance Management

Boston, MA
BUY
 -
300
New
$10.4K - $11.5K
300 $13.9K
May 17, 2021 Q1 2021
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
275
+ 0.31%
$9.5K - $10.5K
89.3K $4.13M
Apr 19, 2021 Q1 2021
North Star Investment Management Corp.

Chicago, IL
BUY
 -
273
+ 24.4%
$9.43K - $10.5K
1.39K $64.4K
Apr 14, 2021 Q1 2021
Canton Hathaway, LLC

BUY
 -
197
New
$6.81K - $7.55K
197 $9.11K
Jun 17, 2021 Q1 2021
Geneos Wealth Management Inc.

BUY
 -
165
+ 0.06%
$5.7K - $6.32K
269K $12.4M
May 12, 2021 Q1 2021
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
156
New
$5.39K - $5.98K
156 $7.21K
May 17, 2021 Q1 2021
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
148
New
$5.11K - $5.67K
148 $6.84K
May 13, 2021 Q1 2021
Northeast Financial Consultants Inc

Westport, CT
BUY
 -
145
+ 0.46%
$5.01K - $5.56K
31.6K $1.46M
Apr 27, 2021 Q1 2021
Good Life Advisors, LLC

BUY
 -
134
+ 0.34%
$4.63K - $5.13K
39.7K $1.83M
Apr 26, 2021 Q1 2021
Mascoma Wealth Management LLC

BUY
 -
100
New
$3.46K - $3.83K
100 $4.62K
May 05, 2021 Q1 2021
Moser Wealth Advisors, LLC

BUY
 -
92
New
$3.18K - $3.53K
92 $4.25K
May 17, 2021 Q1 2021
Veritable, L.P.

Newtown Square, PA
BUY
 -
59
+ 0.46%
$2.04K - $2.26K
13K $601K
May 07, 2021 Q1 2021
Spire Wealth Management

BUY
 -
56
New
$1.94K - $2.15K
56 $2.59K
May 05, 2021 Q1 2021
Professional Financial Advisors, LLC

BUY
 -
52
New
$1.8K - $1.99K
52 $2.4K
Apr 29, 2021 Q1 2021
Act Advisors, Llc.

BUY
 -
36
+ 0.45%
$1.24K - $1.38K
8.05K $372K
May 14, 2021 Q1 2021
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
33
+ 0.29%
$1.14K - $1.26K
11.4K $528K
May 13, 2021 Q1 2021
Elmwood Wealth Management, Inc.

BUY
 -
27
New
$933 - $1.03K
27 $1.25K
Apr 08, 2021 Q1 2021
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
22
+ 0.13%
$760 - $843
17.6K $815K
Jul 13, 2021 Q1 2021
Pflug Koory, LLC

BUY
 -
13
New
$449 - $498
13 $601
May 17, 2021 Q1 2021
Freedman Financial Associates, Inc.

Peabody, MA
BUY
 -
10
+ 0.46%
$346 - $383
2.17K $100K
Apr 29, 2021 Q1 2021
Patriot Financial Group Insurance Agency, LLC

BUY
 -
8
+ 0.17%
$276 - $307
4.59K $212K
Apr 23, 2021 Q1 2021
Nwam LLC

Mercer Island, WA
BUY
 -
8
+ 0.02%
$276 - $307
52.9K $2.45M

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