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 07, 2020
Q2 2020
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
32.2KNew |
$845K - $1.07M
|
32.2K
$1.48M
|
|
|
Jul 22, 2020
Q2 2020
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
31.4KNew |
$825K - $1.04M
|
31.4K
$1.44M
|
|
|
Jul 13, 2020
Q2 2020
|
Ballew Advisors, Inc
|
BUY
|
- |
29K+ 189.29% |
$761K - $962K
|
44.3K
$2.03M
|
|
|
Aug 06, 2020
Q2 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
28K+ 175.44% |
$736K - $930K
|
44K
$2.02M
|
|
|
Aug 19, 2020
Q2 2020
|
Tru Independence LLC
|
BUY
|
- |
27.6K+ 30.07% |
$724K - $915K
|
119K
$5.48M
|
|
|
Aug 14, 2020
Q2 2020
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
27.2KNew |
$714K - $902K
|
27.2K
$1.25M
|
|
|
Aug 10, 2020
Q2 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
27K+ 12.38% |
$710K - $897K
|
245K
$11.3M
|
|
|
Aug 14, 2020
Q2 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.9K+ 0.55% |
$575K - $727K
|
3.97M
$183M
|
|
|
Jul 29, 2020
Q2 2020
|
Avestar Capital, LLC
|
BUY
|
- |
21K+ 9.71% |
$553K - $698K
|
238K
$10.9M
|
|
|
Jul 01, 2020
Q2 2020
|
Park National Corp
|
BUY
|
- |
20.6K+ 5.79% |
$542K - $684K
|
377K
$17.3M
|
|
|
Aug 14, 2020
Q2 2020
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
20.4K+ 10.99% |
$537K - $678K
|
206K
$9.48M
|
|
|
Jul 17, 2020
Q2 2020
|
Csenge Advisory Group
|
BUY
|
- |
19.9KNew |
$522K - $660K
|
19.9K
$913K
|
|
|
Aug 11, 2020
Q2 2020
|
Harvest Investment Services, LLC
|
BUY
|
- |
19.3K+ 22.31% |
$507K - $640K
|
106K
$4.86M
|
|
|
Jul 13, 2020
Q2 2020
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
19K+ 50.66% |
$500K - $632K
|
56.6K
$2.6M
|
|
|
Jul 08, 2020
Q2 2020
|
Hbw Advisory Services LLC
|
BUY
|
- |
19K+ 11.06% |
$498K - $630K
|
190K
$8.75M
|
|
|
Aug 07, 2020
Q2 2020
|
Prospera Financial Services Inc
|
BUY
|
- |
18.8K+ 3.08% |
$495K - $625K
|
630K
$29M
|
|
|
Aug 12, 2020
Q2 2020
|
Blair William & CO
Chicago, IL |
BUY
|
- |
17.6KNew |
$462K - $584K
|
17.6K
$808K
|
|
|
Aug 05, 2020
Q2 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
16.4KNew |
$431K - $545K
|
16.4K
$754K
|
|
|
Aug 04, 2020
Q2 2020
|
Psi Advisors, LLC
|
BUY
|
- |
15.5K+ 21.65% |
$407K - $514K
|
87K
$3.99M
|
|
|
Aug 06, 2020
Q2 2020
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.9K+ 1.19% |
$392K - $495K
|
1.27M
$58.3M
|
|
|
Jul 31, 2020
Q2 2020
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.7K+ 4.31% |
$387K - $489K
|
356K
$16.4M
|
|
|
Jul 31, 2020
Q2 2020
|
Valmark Advisers, Inc.
|
BUY
|
- |
14.7K+ 20.31% |
$385K - $487K
|
86.9K
$3.99M
|
|
|
Jul 31, 2020
Q2 2020
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14.5K+ 61.45% |
$380K - $481K
|
38K
$1.75M
|
|
|
Aug 07, 2020
Q2 2020
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
12.6K+ 18.29% |
$330K - $417K
|
81.3K
$3.74M
|
|
|
Sep 15, 2021
Q2 2020
|
Cwm, LLC
|
BUY
|
- |
12.1K+ 8.76% |
$318K - $401K
|
150K
$6.9M
|
|
|
Jul 08, 2020
Q2 2020
|
Old Port Advisors
|
BUY
|
- |
11.5K+ 136.02% |
$302K - $382K
|
20K
$917K
|
|
|
Aug 14, 2020
Q2 2020
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.9K+ 23.97% |
$287K - $363K
|
56.6K
$2.6M
|
|
|
Jul 16, 2020
Q2 2020
|
Raymond James Trust N.A.
|
BUY
|
- |
10.1K+ 22.14% |
$265K - $334K
|
55.6K
$2.55M
|
|
|
Aug 03, 2020
Q2 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
9.84KNew |
$259K - $327K
|
9.84K
$452K
|
|
|
Jul 23, 2020
Q2 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
9.76K+ 21.84% |
$257K - $324K
|
54.5K
$2.5M
|
|
|
Jul 10, 2020
Q2 2020
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
9.54KNew |
$251K - $317K
|
9.54K
$438K
|
|
|
Jul 23, 2020
Q2 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
8.63KNew |
$227K - $286K
|
8.63K
$396K
|
|
|
Jul 15, 2020
Q2 2020
|
Cypress Wealth Services, LLC
|
BUY
|
- |
8.59K+ 87.43% |
$226K - $285K
|
18.4K
$845K
|
|
|
Jul 30, 2020
Q2 2020
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8.28K+ 269.24% |
$217K - $275K
|
11.4K
$522K
|
|
|
Aug 10, 2020
Q2 2020
|
Calton & Associates, Inc.
|
BUY
|
- |
7.58K+ 6.62% |
$199K - $252K
|
122K
$5.61M
|
|
|
Aug 14, 2020
Q2 2020
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
7.53KNew |
$198K - $250K
|
7.53K
$346K
|
|
|
Jul 10, 2020
Q2 2020
|
Moody National Bank Trust Division
|
BUY
|
- |
7.43KNew |
$195K - $247K
|
7.43K
$341K
|
|
|
Aug 05, 2020
Q2 2020
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.19K+ 10.87% |
$189K - $238K
|
73.3K
$3.37M
|
|
|
Aug 06, 2020
Q2 2020
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
6.96K+ 11.44% |
$183K - $231K
|
67.9K
$3.12M
|
|
|
Aug 20, 2020
Q2 2020
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
6.9KNew |
$181K - $229K
|
6.9K
$317K
|
|
|
Jul 28, 2020
Q2 2020
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.35K+ 1.51% |
$167K - $211K
|
428K
$19.7M
|
|
|
Jul 20, 2020
Q2 2020
|
Western Wealth Management, LLC
|
BUY
|
- |
5.95K+ 8.41% |
$156K - $197K
|
76.6K
$3.52M
|
|
|
Jul 27, 2020
Q2 2020
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.67K+ 364.46% |
$149K - $188K
|
7.23K
$332K
|
|
|
Jul 10, 2020
Q2 2020
|
Larson Financial Group LLC
|
BUY
|
- |
5.14K+ 5.24% |
$135K - $171K
|
103K
$4.74M
|
|
|
Jul 07, 2020
Q2 2020
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
4.69K+ 34.82% |
$123K - $156K
|
18.2K
$834K
|
|
|
Jul 28, 2020
Q2 2020
|
Signal Point Asset Management, LLC
|
BUY
|
- |
4.64K+ 41.42% |
$122K - $154K
|
15.8K
$728K
|
|
|
Jul 30, 2020
Q2 2020
|
Park Avenue Securities LLC
|
BUY
|
- |
4.48K+ 59.69% |
$118K - $149K
|
12K
$551K
|
|
|
Jul 30, 2020
Q2 2020
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.33K+ 13.5% |
$114K - $144K
|
36.4K
$1.67M
|
|
|
Aug 14, 2020
Q2 2020
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
4.22K+ 20.86% |
$111K - $140K
|
24.5K
$1.12M
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.1K+ 1.85% |
$108K - $136K
|
226K
$10.4M
|