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 21, 2021 Q1 2021
Colton Groome Financial Advisors, LLC

SELL
 -
-8.31K
- 30.66%
$287K - $318K
18.8K $863K
Apr 26, 2021 Q1 2021
Whittier Trust CO

SELL
 -
-8.48K
- 80.91%
$293K - $325K
2K $91.9K
Apr 20, 2021 Q1 2021
Great Valley Advisor Group, Inc.

SELL
 -
-8.87K
- 15.22%
$306K - $340K
49.4K $2.27M
May 12, 2021 Q1 2021
Moors & Cabot, Inc.

Boston, MA
SELL
 -
-9.46K
- 42.05%
$327K - $363K
13K $599K
Mar 22, 2023 Q1 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-10.3K
- 5.46%
$357K - $396K
179K $8.22M
Apr 28, 2021 Q1 2021
Life Pro Asset Management

SELL
 -
-10.5K
Closed
$361K - $401K
0 $0
May 06, 2021 Q1 2021
M&T Bank Corp

SELL
 -
-10.6K
Closed
$365K - $404K
0 $0
Apr 12, 2021 Q1 2021
Trilogy Capital Inc.

SELL
 -
-10.6K
- 0.95%
$366K - $406K
1.11M $50.8M
May 14, 2021 Q1 2021
Credit Suisse Ag

Zurich, V8
SELL
 -
-12.4K
Closed
$427K - $474K
0 $0
Apr 27, 2021 Q1 2021
Pfg Advisors

SELL
 -
-13.3K
- 10.19%
$459K - $509K
117K $5.38M
May 11, 2021 Q1 2021
Atria Investments LLC

Charlotte, NC
SELL
 -
-14.2K
- 16.19%
$489K - $542K
73.2K $3.36M
Apr 14, 2021 Q1 2021
Alliance Wealth Advisors, LLC

SELL
 -
-14.5K
- 42.77%
$500K - $554K
19.3K $889K
May 17, 2021 Q1 2021
Townsquare Capital LLC

SELL
 -
-14.5K
- 73.32%
$503K - $557K
5.29K $243K
May 11, 2021 Q1 2021
Blackhawk Capital Partners Llc.

Thiensville, WI
SELL
 -
-16.1K
- 27.13%
$557K - $618K
43.3K $1.99M
Apr 20, 2021 Q1 2021
First Command Financial Services, Inc.

SELL
 -
-16.6K
- 3.34%
$575K - $638K
482K $22.1M
Apr 20, 2021 Q1 2021
First Command Bank

SELL
 -
-16.6K
- 3.34%
$575K - $638K
482K $22.1M
May 03, 2021 Q1 2021
Flagship Harbor Advisors, LLC

SELL
 -
-18.6K
- 39.15%
$641K - $711K
28.8K $1.32M
May 06, 2021 Q1 2021
Bridge Advisory, LLC

SELL
 -
-19.2K
Closed
$664K - $736K
0 $0
Apr 27, 2021 Q1 2021
Crumly & Associates Inc.

SELL
 -
-22.5K
- 6.55%
$778K - $863K
321K $14.8M
May 04, 2021 Q1 2021
Curtis Advisory Group, LLC

Santa Barbara, CA
SELL
 -
-22.7K
- 27.48%
$786K - $871K
60K $2.76M
May 05, 2021 Q1 2021
Avidian Wealth Solutions, LLC

SELL
 -
-24.6K
- 10.02%
$852K - $944K
221K $10.2M
May 14, 2021 Q1 2021
Founders Financial Securities LLC

SELL
 -
-25.4K
- 11.89%
$876K - $971K
188K $8.63M
May 10, 2021 Q1 2021
Kestra Advisory Services, LLC

SELL
 -
-25.8K
- 2.25%
$891K - $988K
1.12M $51.5M
May 17, 2021 Q1 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-28K
- 12.74%
$966K - $1.07M
191K $8.79M
Jan 27, 2023 Q1 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-28K
- 12.74%
$966K - $1.07M
191K $8.79M
May 14, 2021 Q1 2021
Prudential PLC

London, England, X0
SELL
 -
-28K
Closed
$968K - $1.07M
0 $0
May 11, 2021 Q1 2021
Synovus Financial Corp

Columbus, GA
SELL
 -
-28.1K
- 80.48%
$970K - $1.08M
6.81K $313K
May 11, 2021 Q1 2021
New England Private Wealth Advisors LLC

Wellesley, MA
SELL
 -
-31.8K
- 2.72%
$1.1M - $1.22M
1.14M $52.4M
May 17, 2021 Q1 2021
Cetera Advisors LLC

Denver, CO
SELL
 -
-40.6K
- 9.39%
$1.4M - $1.55M
392K $18M
May 10, 2021 Q1 2021
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-43.3K
- 25.2%
$1.5M - $1.66M
128K $5.9M
May 18, 2021 Q1 2021
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-45.7K
- 19.08%
$1.58M - $1.75M
194K $8.9M
May 10, 2021 Q1 2021
Octavia Wealth Advisors, LLC

SELL
 -
-46.1K
- 8.2%
$1.59M - $1.77M
516K $23.7M
Apr 27, 2021 Q1 2021
Stratos Wealth Partners, Ltd.

SELL
 -
-52.9K
- 14.91%
$1.83M - $2.03M
302K $13.9M
May 14, 2021 Q1 2021
Eldridge Investment Advisors, Inc.

Manchester, NH
SELL
 -
-66.3K
- 66.42%
$2.29M - $2.54M
33.5K $1.54M
May 14, 2021 Q1 2021
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-71.9K
- 20.8%
$2.48M - $2.75M
274K $12.6M
May 17, 2021 Q1 2021
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-77.6K
- 21.66%
$2.68M - $2.97M
281K $12.9M
May 11, 2021 Q1 2021
Wealth Plan Partners, LLC

Omaha, NE
SELL
 -
-81.5K
- 58.02%
$2.82M - $3.12M
58.9K $2.71M
May 14, 2021 Q1 2021
Raymond James & Associates

St Petersburg, FL
SELL
 -
-95.7K
- 1.62%
$3.31M - $3.67M
5.83M $268M
Jul 24, 2024 Q1 2021
Focus Financial Network, Inc.

Minneapolis, MN
SELL
 -
-97K
Closed
$3.35M - $3.72M
0 $0
May 11, 2021 Q1 2021
Psi Advisors, LLC

SELL
 -
-97.3K
Closed
$3.36M - $3.73M
0 $0
Apr 27, 2021 Q1 2021
Janney Montgomery Scott LLC

SELL
 -
-113K
- 10.0%
$3.91M - $4.34M
1.02M $46.8M
May 13, 2021 Q1 2021
Avantax Advisory Services, Inc.

SELL
 -
-114K
- 8.37%
$3.95M - $4.38M
1.25M $57.5M
May 13, 2021 Q1 2021
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-120K
- 5.35%
$4.15M - $4.6M
2.12M $97.6M
May 17, 2021 Q1 2021
Truist Financial Corp

SELL
 -
-133K
- 7.75%
$4.61M - $5.11M
1.59M $72.9M
Nov 24, 2021 Q1 2021
Mcdonald Partners LLC

SELL
 -
-136K
- 76.89%
$4.69M - $5.2M
40.8K $1.87M
May 17, 2021 Q1 2021
Pfs Investments Inc.

Duluth, GA
SELL
 -
-140K
- 28.86%
$4.85M - $5.37M
346K $15.9M
May 24, 2021 Q1 2021
Petix & Botte CO

SELL
 -
-167K
- 50.0%
$5.79M - $6.42M
167K $7.69M
May 04, 2021 Q1 2021
Commonwealth Equity Services, LLC

SELL
 -
-181K
- 3.61%
$6.26M - $6.94M
4.84M $222M
May 14, 2021 Q1 2021
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-202K
- 1.28%
$6.98M - $7.74M
15.6M $718M

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