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
Apr 27, 2021 Q1 2021
Cwm, LLC

SELL
 -
-1.36K
- 0.91%
$47K - $52.1K
149K $6.88M
Apr 15, 2021 Q1 2021
Gps Wealth Strategies Group, LLC

SELL
 -
-1.4K
- 7.24%
$48.4K - $53.6K
17.9K $829K
May 06, 2021 Q1 2021
Harvest Investment Services, LLC

SELL
 -
-1.41K
- 1.53%
$48.8K - $54.1K
91.1K $4.21M
Apr 15, 2021 Q1 2021
Wolff Wiese Magana LLC

SELL
 -
-1.51K
- 81.08%
$52.1K - $57.8K
352 $16.3K
Apr 20, 2021 Q1 2021
Central Bank & Trust CO

SELL
 -
-1.51K
Closed
$52.2K - $57.9K
0 $0
May 13, 2021 Q1 2021
Bank Of New York Mellon Corp

New York, NY
SELL
 -
-1.69K
- 12.64%
$58.3K - $64.6K
11.7K $539K
May 14, 2021 Q1 2021
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-1.91K
- 18.66%
$66.1K - $73.3K
8.34K $386K
May 10, 2021 Q1 2021
Safeguard Investment Advisory Group, LLC

SELL
 -
-1.95K
Closed
$67.4K - $74.7K
0 $0
Apr 28, 2021 Q1 2021
Planning Directions Inc

SELL
 -
-2.05K
- 4.09%
$70.9K - $78.6K
48.2K $2.23M
Apr 21, 2021 Q1 2021
Baystate Wealth Management LLC

SELL
 -
-2.09K
- 5.25%
$72.1K - $80K
37.6K $1.74M
May 06, 2021 Q1 2021
Stonebridge Financial Planning Group, LLC

SELL
 -
-2.35K
- 20.03%
$81.3K - $90.2K
9.39K $434K
Apr 12, 2021 Q1 2021
Huntington National Bank

Columbus, OH
SELL
 -
-2.37K
- 30.39%
$81.8K - $90.7K
5.42K $251K
Apr 01, 2021 Q1 2021
Park National Corp

SELL
 -
-2.64K
- 0.68%
$91.4K - $101K
387K $17.9M
May 14, 2021 Q1 2021
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-2.66K
- 0.36%
$91.9K - $102K
734K $34M
May 10, 2021 Q1 2021
1776 Wealth LLC

SELL
 -
-2.69K
- 2.44%
$92.8K - $103K
107K $4.97M
May 10, 2021 Q1 2021
Mai Capital Management

SELL
 -
-2.92K
- 3.78%
$101K - $112K
74.3K $3.44M
May 10, 2021 Q1 2021
Jaffetilchin Investment Partners, LLC

Tampa, FL
SELL
 -
-2.99K
- 15.68%
$103K - $115K
16.1K $744K
May 13, 2021 Q1 2021
Mutual Advisors, LLC

Casper, WY
SELL
 -
-3.09K
- 4.54%
$107K - $118K
64.8K $3M
May 12, 2021 Q1 2021
Strategy Asset Managers LLC

SELL
 -
-3.14K
- 11.26%
$109K - $120K
24.8K $1.15M
Apr 19, 2021 Q1 2021
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-3.15K
- 18.94%
$109K - $121K
13.5K $624K
Apr 19, 2021 Q1 2021
Ifg Advisory, LLC

SELL
 -
-3.19K
- 0.64%
$110K - $122K
499K $23.1M
May 12, 2021 Q1 2021
Formidable Asset Management, LLC

Cincinnati, OH
SELL
 -
-3.23K
- 32.72%
$112K - $124K
6.64K $307K
May 11, 2021 Q1 2021
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-3.23K
- 6.64%
$112K - $124K
45.4K $2.1M
May 05, 2021 Q1 2021
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-3.36K
- 2.35%
$116K - $129K
140K $6.45M
May 12, 2021 Q1 2021
Wealth Enhancement Advisory Services, LLC

SELL
 -
-3.67K
- 5.77%
$127K - $141K
59.9K $2.77M
May 17, 2021 Q1 2021
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-3.67K
- 10.06%
$127K - $141K
32.8K $1.52M
Apr 23, 2021 Q1 2021
Bernardo Wealth Planning LLC

SELL
 -
-3.94K
- 1.61%
$136K - $151K
240K $11.1M
May 10, 2021 Q1 2021
Accel Wealth Management

SELL
 -
-3.96K
- 7.04%
$137K - $152K
52.2K $2.41M
May 17, 2021 Q1 2021
Claro Advisors LLC

Boston, MA
SELL
 -
-4.14K
- 4.39%
$143K - $159K
90.2K $4.17M
May 14, 2021 Q1 2021
Equitable Holdings, Inc.

New York, NY
SELL
 -
-4.16K
- 2.0%
$144K - $159K
204K $9.43M
May 17, 2021 Q1 2021
Beam Wealth Advisors, Inc.

SELL
 -
-4.57K
- 29.36%
$158K - $175K
11K $508K
Apr 30, 2021 Q1 2021
Intrua Financial, LLC

Houston, TX
SELL
 -
-4.6K
- 26.39%
$159K - $176K
12.8K $593K
May 03, 2021 Q1 2021
Oxler Private Wealth LLC

New York, NY
SELL
 -
-5.13K
Closed
$177K - $197K
0 $0
May 06, 2021 Q1 2021
Koshinski Asset Management, Inc.

SELL
 -
-5.19K
- 9.36%
$179K - $199K
50.3K $2.32M
May 11, 2021 Q1 2021
Keystone Financial Group

SELL
 -
-5.49K
- 10.17%
$190K - $210K
48.5K $2.24M
May 14, 2021 Q1 2021
Weitzel Financial Services, Inc.

SELL
 -
-5.76K
Closed
$199K - $221K
0 $0
Apr 20, 2021 Q1 2021
V Wealth Advisors LLC

SELL
 -
-5.8K
- 14.39%
$200K - $222K
34.5K $1.6M
May 03, 2021 Q1 2021
Raymond James Trust N.A.

SELL
 -
-5.88K
- 10.75%
$203K - $225K
48.8K $2.26M
Apr 28, 2021 Q1 2021
Moloney Securities Asset Management, LLC

SELL
 -
-5.99K
- 16.24%
$207K - $230K
30.9K $1.43M
May 03, 2021 Q1 2021
Acg Wealth

SELL
 -
-6.03K
- 34.79%
$209K - $231K
11.3K $523K
Apr 22, 2021 Q1 2021
Barber Financial Group, Inc.

SELL
 -
-6.14K
Closed
$212K - $235K
0 $0
May 17, 2021 Q1 2021
Qcm Cayman, Ltd.

SELL
 -
-6.16K
Closed
$213K - $236K
0 $0
Apr 19, 2021 Q1 2021
Aurora Private Wealth, Inc.

SELL
 -
-6.31K
Closed
$218K - $242K
0 $0
May 13, 2021 Q1 2021
American Financial Advisors, LLC

SELL
 -
-6.68K
Closed
$231K - $256K
0 $0
Apr 30, 2021 Q1 2021
Trustcore Financial Services, LLC

SELL
 -
-6.71K
- 44.23%
$232K - $257K
8.46K $391K
May 14, 2021 Q1 2021
Proficio Capital Partners LLC

Newton, MA
SELL
 -
-7.14K
Closed
$247K - $274K
0 $0
Apr 27, 2021 Q1 2021
Concorde Asset Management, LLC

SELL
 -
-7.41K
- 50.1%
$256K - $284K
7.38K $341K
May 12, 2021 Q1 2021
Regal Investment Advisors LLC

Kentwood, MI
SELL
 -
-7.64K
Closed
$264K - $293K
0 $0
Aug 10, 2023 Q1 2021
Tucker Asset Management LLC

Littleton, CO
SELL
 -
-8.08K
- 84.92%
$279K - $310K
1.44K $66.4K

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