Purchases and Sales Made in Q2 2020 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 Q2 2020. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2020
Q2 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.47M+ 249.11% |
$38.6M - $48.8M
|
2.06M
$94.7M
|
|
|
Jul 17, 2020
Q2 2020
|
First Command Bank
|
BUY
|
- |
1.01M+ 846.79% |
$26.6M - $33.6M
|
1.13M
$52M
|
|
|
Jul 17, 2020
Q2 2020
|
First Command Financial Services, Inc.
|
BUY
|
- |
1.01M+ 846.79% |
$26.6M - $33.6M
|
1.13M
$52M
|
|
|
Oct 22, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
837K+ 64.62% |
$22M - $27.8M
|
2.13M
$97.9M
|
|
|
Aug 14, 2020
Q2 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
578K+ 6.73% |
$15.2M - $19.2M
|
9.16M
$421M
|
|
|
Aug 06, 2020
Q2 2020
|
Sawtooth Solutions, LLC
|
BUY
|
- |
426K+ 102.34% |
$11.2M - $14.1M
|
842K
$38.7M
|
|
|
Aug 12, 2020
Q2 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
426K+ 10.39% |
$11.2M - $14.1M
|
4.53M
$208M
|
|
|
Jul 20, 2020
Q2 2020
|
Prism Advisors, Inc.
|
BUY
|
- |
412K+ 463.06% |
$10.8M - $13.7M
|
501K
$23M
|
|
|
Aug 05, 2020
Q2 2020
|
Ae Wealth Management LLC
|
BUY
|
- |
403K+ 81.76% |
$10.6M - $13.4M
|
896K
$41.2M
|
|
|
Aug 17, 2020
Q2 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
378K+ 46.65% |
$9.92M - $12.5M
|
1.19M
$54.5M
|
|
|
Aug 17, 2020
Q2 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
286KNew |
$7.51M - $9.49M
|
286K
$13.1M
|
|
|
Aug 14, 2020
Q2 2020
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
251K+ 133.91% |
$6.6M - $8.34M
|
439K
$20.2M
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
BUY
|
- |
220K+ 3309.86% |
$5.79M - $7.32M
|
227K
$10.4M
|
|
|
Aug 03, 2020
Q2 2020
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
198K+ 1449.83% |
$5.2M - $6.58M
|
212K
$9.73M
|
|
|
Aug 10, 2020
Q2 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
158K+ 28.27% |
$4.16M - $5.25M
|
718K
$33M
|
|
|
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
152KNew |
$3.99M - $5.04M
|
152K
$6.98M
|
|
|
Aug 07, 2020
Q2 2020
|
Petix & Botte CO
|
BUY
|
- |
147K+ 103.31% |
$3.86M - $4.88M
|
290K
$13.3M
|
|
|
Jul 08, 2020
Q2 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
141K+ 4.38% |
$3.69M - $4.67M
|
3.35M
$154M
|
|
|
Jul 13, 2020
Q2 2020
|
Rvw Wealth, LLC
|
BUY
|
- |
139K+ 90.39% |
$3.65M - $4.61M
|
292K
$13.4M
|
|
|
Aug 17, 2020
Q2 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
126K+ 113.87% |
$3.31M - $4.19M
|
237K
$10.9M
|
|
|
Aug 14, 2020
Q2 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
123K+ 4.66% |
$3.24M - $4.1M
|
2.77M
$127M
|
|
|
Aug 07, 2020
Q2 2020
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
113KNew |
$2.98M - $3.77M
|
113K
$5.21M
|
|
|
Aug 14, 2020
Q2 2020
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
91.7KNew |
$2.41M - $3.04M
|
91.7K
$4.21M
|
|
|
Jul 31, 2020
Q2 2020
|
Lincoln National Corp
|
BUY
|
- |
90.7K+ 29.18% |
$2.38M - $3.01M
|
402K
$18.5M
|
|
|
Jul 16, 2020
Q2 2020
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
89.7K+ 44.28% |
$2.36M - $2.98M
|
292K
$13.4M
|
|
|
Aug 12, 2020
Q2 2020
|
Stone X Group Inc.
|
BUY
|
- |
87.9K+ 144.89% |
$2.31M - $2.92M
|
149K
$6.82M
|
|
|
Aug 19, 2020
Q2 2020
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
85.5K+ 167.9% |
$2.25M - $2.84M
|
136K
$6.27M
|
|
|
Aug 10, 2020
Q2 2020
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
73.3K+ 61.57% |
$1.92M - $2.43M
|
192K
$8.83M
|
|
|
Aug 13, 2020
Q2 2020
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
72.1K+ 10.91% |
$1.89M - $2.39M
|
733K
$33.7M
|
|
|
Aug 12, 2020
Q2 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
65.9K+ 149.39% |
$1.73M - $2.19M
|
110K
$5.05M
|
|
|
Jul 15, 2020
Q2 2020
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
64.3K+ 23.24% |
$1.69M - $2.13M
|
341K
$15.7M
|
|
|
Aug 03, 2020
Q2 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
59.4K+ 21.38% |
$1.56M - $1.97M
|
337K
$15.5M
|
|
|
Oct 13, 2020
Q2 2020
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
57.7K+ 521.09% |
$1.52M - $1.91M
|
68.7K
$3.16M
|
|
|
Aug 07, 2020
Q2 2020
|
1 St Source Bank
|
BUY
|
- |
53.4K+ 34.72% |
$1.4M - $1.77M
|
207K
$9.52M
|
|
|
Aug 13, 2020
Q2 2020
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
52.6K+ 125.14% |
$1.38M - $1.75M
|
94.6K
$4.35M
|
|
|
Jul 21, 2020
Q2 2020
|
Planning Directions Inc
|
BUY
|
- |
52.1KNew |
$1.37M - $1.73M
|
52.1K
$2.39M
|
|
|
Aug 10, 2020
Q2 2020
|
Ifg Advisory, LLC
|
BUY
|
- |
51K+ 9.33% |
$1.34M - $1.69M
|
598K
$27.5M
|
|
|
Aug 14, 2020
Q2 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
50.2K+ 11.04% |
$1.32M - $1.67M
|
505K
$23.2M
|
|
|
Jul 16, 2020
Q2 2020
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
47.9K+ 22.59% |
$1.26M - $1.59M
|
260K
$11.9M
|
|
|
Aug 13, 2020
Q2 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
45.1K+ 6.24% |
$1.18M - $1.5M
|
768K
$35.3M
|
|
|
Aug 03, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
44.9K+ 898880.0% |
$1.18M - $1.49M
|
44.9K
$2.06M
|
|
|
Aug 13, 2020
Q2 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
43.5K+ 99.97% |
$1.14M - $1.44M
|
87K
$4M
|
|
|
Jul 29, 2020
Q2 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
42.3K+ 369.3% |
$1.11M - $1.41M
|
53.8K
$2.47M
|
|
|
Jul 31, 2020
Q2 2020
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
42.2K+ 53.51% |
$1.11M - $1.4M
|
121K
$5.56M
|
|
|
Aug 14, 2020
Q2 2020
|
Hrt Financial LP
New York, NY |
BUY
|
- |
41.6KNew |
$1.09M - $1.38M
|
41.6K
$1.91M
|
|
|
Aug 07, 2020
Q2 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
38.9K+ 16.05% |
$1.02M - $1.29M
|
281K
$12.9M
|
|
|
Aug 13, 2020
Q2 2020
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
38.8K+ 11.7% |
$1.02M - $1.29M
|
370K
$17M
|
|
|
Aug 14, 2020
Q2 2020
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
36.4K+ 11.63% |
$956K - $1.21M
|
349K
$16M
|
|
|
Aug 13, 2020
Q2 2020
|
E Rn Financial, LLC
|
BUY
|
- |
34.3KNew |
$901K - $1.14M
|
34.3K
$1.58M
|
|
|
Jul 16, 2020
Q2 2020
|
Wedbush Securities Inc
|
BUY
|
- |
33.6K+ 23.44% |
$883K - $1.12M
|
177K
$8.13M
|