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 03, 2021 Q1 2021
Ellis Investment Partners, LLC

BUY
 -
8
+ 0.37%
$276 - $307
2.15K $98.7K
May 06, 2021 Q1 2021
Clearview Wealth Advisors LLC

BUY
 -
4
+ 0.41%
$138 - $153
975 $44.8K
May 18, 2021 Q1 2021
Sage Private Wealth Group, LLC

BUY
 -
3
+ 0.61%
$104 - $115
494 $22.7K
Apr 12, 2021 Q1 2021
Valeo Financial Advisors, LLC

BUY
 -
3
+ 0.4%
$104 - $115
751 $34.5K
May 24, 2021 Q1 2021
Fiduciary Planning LLC

Coral Springs, FL
BUY
 -
2
+ 0.51%
$69.1 - $76.6
393 $18.1K
Apr 29, 2021 Q1 2021
Allworth Financial LP

BUY
 -
2
+ 0.61%
$69.1 - $76.6
329 $15.1K
Apr 21, 2021 Q1 2021
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
2
+ 0.53%
$69.1 - $76.6
376 $17.3K
Jul 17, 2024 Q1 2021
Kelly Financial Services LLC

Braintree, MA
BUY
 -
2
+ 0.54%
$69.1 - $76.6
370 $17K
May 05, 2021 Q1 2021
Bay Harbor Wealth Management, LLC

SELL
 -
-1
Closed
$34.6 - $38.3
0 $0
May 12, 2021 Q1 2021
Insight Wealth Strategies, LLC

San Ramon, CA
SELL
 -
-55
- 0.69%
$1.9K - $2.11K
7.94K $365K
May 07, 2021 Q1 2021
Lebenthal Global Advisors, LLC

SELL
 -
-100
Closed
$3.46K - $3.83K
0 $0
May 06, 2021 Q1 2021
Larson Financial Group LLC

SELL
 -
-126
- 1.61%
$4.35K - $4.83K
7.71K $354K
Jul 09, 2024 Q1 2021
Strategic Financial Partners, Ltd.

Bend, OR
SELL
 -
-166
- 1.19%
$5.74K - $6.36K
13.7K $631K
May 12, 2021 Q1 2021
True Private Wealth Advisors

SELL
 -
-175
Closed
$6.05K - $6.71K
0 $0
May 12, 2021 Q1 2021
M Holdings Securities, Inc.

Portland, OR
SELL
 -
-260
- 0.87%
$8.99K - $9.96K
29.6K $1.36M
May 04, 2021 Q1 2021
Strateg Iq Financial Group, LLC

SELL
 -
-292
- 1.61%
$10.1K - $11.2K
17.8K $817K
Apr 29, 2021 Q1 2021
Caprock Group, Inc.

SELL
 -
-294
- 1.83%
$10.2K - $11.3K
15.8K $724K
May 14, 2021 Q1 2021
Belpointe Asset Management LLC

SELL
 -
-302
- 9.44%
$10.4K - $11.6K
2.9K $133K
May 17, 2021 Q1 2021
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-314
- 2.76%
$10.9K - $12K
11.1K $509K
May 13, 2021 Q1 2021
Shakespeare Wealth Management, Inc.

Pewaukee, WI
SELL
 -
-362
- 2.07%
$12.5K - $13.9K
17.1K $788K
Apr 21, 2021 Q1 2021
Gradient Investments LLC

SELL
 -
-366
- 66.91%
$12.6K - $14K
181 $8.32K
Apr 29, 2021 Q1 2021
Alpha Mark Advisors, LLC

Ft. Wright, KY
SELL
 -
-402
Closed
$13.9K - $15.4K
0 $0
Apr 28, 2021 Q1 2021
Cypress Wealth Services, LLC

SELL
 -
-420
- 2.45%
$14.5K - $16.1K
16.7K $769K
May 18, 2021 Q1 2021
Defined Wealth Management, LLC

SELL
 -
-434
Closed
$15K - $16.6K
0 $0
Apr 08, 2021 Q1 2021
Old Port Advisors

SELL
 -
-447
- 2.26%
$15.4K - $17.1K
19.3K $887K
Apr 26, 2021 Q1 2021
Pinnacle Bancorp, Inc.

SELL
 -
-480
- 14.47%
$16.6K - $18.4K
2.84K $130K
May 14, 2021 Q1 2021
Acorn Wealth Advisors, LLC

Grand Blanc, MI
SELL
 -
-491
- 2.02%
$17K - $18.8K
23.8K $1.09M
May 20, 2021 Q1 2021
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-500
Closed
$17.3K - $19.2K
0 $0
May 06, 2021 Q1 2021
Rda Financial Network

SELL
 -
-500
- 5.38%
$17.3K - $19.2K
8.8K $404K
Apr 28, 2021 Q1 2021
Regent Peak Wealth Advisors LLC

Atlanta, GA
SELL
 -
-575
Closed
$19.9K - $22K
0 $0
May 05, 2021 Q1 2021
Interchange Capital Partners, LLC

SELL
 -
-586
Closed
$20.3K - $22.5K
0 $0
Apr 29, 2021 Q1 2021
Iag Wealth Partners, LLC

SELL
 -
-683
- 4.81%
$23.6K - $26.2K
13.5K $621K
May 24, 2021 Q1 2021
Advisory Services Network, LLC

SELL
 -
-756
- 0.53%
$26.1K - $29K
143K $6.56M
May 24, 2021 Q1 2021
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-834
- 2.83%
$28.8K - $32K
28.6K $1.31M
May 17, 2021 Q1 2021
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-836
- 6.64%
$28.9K - $32K
11.8K $540K
May 14, 2021 Q1 2021
Hbk Sorce Advisory LLC

Erie, PA
SELL
 -
-838
- 5.08%
$29K - $32.1K
15.7K $719K
May 13, 2021 Q1 2021
Goal Vest Advisory LLC

SELL
 -
-950
- 52.78%
$32.8K - $36.4K
850 $39K
Apr 26, 2021 Q1 2021
Whittier Trust CO Of Nevada Inc

SELL
 -
-968
- 49.19%
$33.5K - $37.1K
1K $45.9K
Apr 29, 2021 Q1 2021
Cozad Asset Management Inc

Champaign, IL
SELL
 -
-975
- 0.98%
$33.7K - $37.4K
98.6K $4.53M
Feb 22, 2022 Q1 2021
Fsb Premier Wealth Management, Inc.

SELL
 -
-1.05K
- 2.43%
$36.2K - $40.2K
42.1K $1.93M
Apr 23, 2021 Q1 2021
Tfg Advisers LLC

SELL
 -
-1.05K
- 1.78%
$36.4K - $40.4K
58.2K $2.68M
May 14, 2021 Q1 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-1.07K
- 2.49%
$37K - $41K
41.9K $1.93M
Apr 27, 2021 Q1 2021
Venture Visionary Partners LLC

SELL
 -
-1.12K
- 2.47%
$38.6K - $42.8K
44.1K $2.03M
Jun 15, 2021 Q1 2021
Hm Payson & CO

Portland, ME
SELL
 -
-1.16K
- 41.24%
$40.1K - $44.5K
1.65K $75.9K
May 06, 2021 Q1 2021
Db Wealth Management Group, LLC

San Diego, CA
SELL
 -
-1.17K
- 14.41%
$40.5K - $44.9K
6.96K $320K
Apr 30, 2021 Q1 2021
Greenleaf Trust

Kalamazoo, MI
SELL
 -
-1.25K
- 12.2%
$43.2K - $47.9K
9K $413K
May 05, 2021 Q1 2021
Ahrens Investment Partners LLC

SELL
 -
-1.3K
- 5.36%
$44.9K - $49.7K
22.9K $1.05M
Apr 13, 2021 Q1 2021
Hbw Advisory Services LLC

SELL
 -
-1.33K
- 2.41%
$46K - $51K
53.9K $2.47M
Apr 29, 2021 Q1 2021
Perennial Investment Advisors, LLC

Los Angeles, CA
SELL
 -
-1.35K
- 0.46%
$46.8K - $51.9K
296K $13.6M

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