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 13, 2021
Q1 2021
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-228KClosed |
$7.9M - $8.76M
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-233K- 79.62% |
$8.06M - $8.94M
|
59.7K
$2.74M
|
|
|
May 17, 2021
Q1 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-259K- 99.91% |
$8.95M - $9.92M
|
243
$11.2K
|
|
|
May 24, 2021
Q1 2021
|
Advisory Resource Group
|
SELL
|
- |
-273KClosed |
$9.43M - $10.5M
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-311K- 95.53% |
$10.7M - $11.9M
|
14.6K
$669K
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-448K- 93.92% |
$15.5M - $17.2M
|
29K
$1.33M
|
|
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-499K- 5.02% |
$17.2M - $19.1M
|
9.45M
$434M
|
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-616K- 6.46% |
$21.3M - $23.6M
|
8.91M
$409M
|