Purchases and Sales Made in Q2 2020 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 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 05, 2020 Q2 2020
Dynamic Advisor Solutions LLC

BUY
 -
3.91K
+ 2.41%
$103K - $130K
166K $7.38M
Aug 14, 2020 Q2 2020
Captrust Financial Advisors

Raleigh, NC
BUY
 -
3.66K
New
$96.3K - $122K
3.66K $163K
Aug 10, 2020 Q2 2020
Smith, Moore & Co.

Clayton, MO
BUY
 -
3.33K
+ 27.02%
$87.4K - $110K
15.6K $696K
Jul 27, 2020 Q2 2020
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
3.3K
+ 29.79%
$86.8K - $110K
14.4K $640K
Aug 06, 2020 Q2 2020
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
3.09K
+ 20.92%
$81.2K - $103K
17.9K $794K
Aug 13, 2020 Q2 2020
Holistic Financial Partners

BUY
 -
2.88K
+ 37.8%
$75.7K - $95.6K
10.5K $467K
Jul 20, 2020 Q2 2020
Pacific Sun Financial Corp

BUY
 -
2.62K
+ 5.14%
$68.7K - $86.9K
53.6K $2.38M
Jul 29, 2020 Q2 2020
M&T Bank Corp

BUY
 -
2.55K
+ 32.81%
$67.1K - $84.7K
10.3K $459K
Aug 05, 2020 Q2 2020
Caprock Group, Inc.

BUY
 -
2.5K
+ 30.97%
$65.8K - $83.1K
10.6K $471K
Aug 12, 2020 Q2 2020
Mgo One Seven LLC

Beachwood, OH
BUY
 -
2.26K
+ 12.49%
$59.3K - $74.9K
20.3K $904K
Jul 29, 2020 Q2 2020
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
1.92K
+ 9.05%
$50.5K - $63.9K
23.2K $1.03M
Aug 14, 2020 Q2 2020
Benjamin Edwards Inc

Clayton, MO
BUY
 -
1.83K
+ 9.36%
$48.1K - $60.8K
21.4K $952K
Jul 16, 2020 Q2 2020
Harbor Investment Advisory, LLC

BUY
 -
1.81K
+ 1.85%
$47.5K - $60K
99.6K $4.43M
Jul 24, 2020 Q2 2020
Stonebridge Financial Planning Group, LLC

BUY
 -
1.68K
+ 6.02%
$44.2K - $55.9K
29.6K $1.32M
Jul 20, 2020 Q2 2020
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
1.35K
+ 3.48%
$35.5K - $44.9K
40.3K $1.79M
Aug 13, 2020 Q2 2020
Hm Payson & CO

Portland, ME
BUY
 -
1.22K
New
$32.1K - $40.6K
1.22K $54.3K
Aug 14, 2020 Q2 2020
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
1.19K
+ 0.57%
$31.3K - $39.5K
210K $9.33M
Aug 19, 2020 Q2 2020
Orion Portfolio Solutions, LLC

BUY
 -
1.18K
+ 62.73%
$30.9K - $39.1K
3.06K $136K
Aug 13, 2020 Q2 2020
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
988
New
$26K - $32.8K
988 $43.9K
Aug 07, 2020 Q2 2020
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
927
+ 248.53%
$24.4K - $30.8K
1.3K $57.8K
Feb 11, 2021 Q2 2020
Iag Wealth Partners, LLC

BUY
 -
924
+ 6.18%
$24.3K - $30.7K
15.9K $705K
Jul 07, 2020 Q2 2020
Pinnacle Bancorp, Inc.

BUY
 -
798
+ 30.47%
$21K - $26.5K
3.42K $152K
Jul 27, 2020 Q2 2020
Mai Capital Management

BUY
 -
700
+ 8.77%
$18.4K - $23.2K
8.69K $386K
Jul 09, 2020 Q2 2020
Clarus Wealth Advisors

BUY
 -
599
+ 3.62%
$15.7K - $19.9K
17.2K $763K
Aug 05, 2020 Q2 2020
Capital Investment Advisory Services, LLC

BUY
 -
560
+ 3.37%
$14.7K - $18.6K
17.2K $764K
Jul 27, 2020 Q2 2020
Capital Square, LLC

BUY
 -
533
+ 3.53%
$14K - $17.7K
15.6K $695K
Sep 11, 2020 Q2 2020
Fin Trust Capital Advisors, LLC

BUY
 -
455
New
$12K - $15.1K
455 $20.2K
Jul 20, 2020 Q2 2020
Concorde Asset Management, LLC

BUY
 -
338
+ 0.98%
$8.88K - $11.2K
34.9K $1.55M
Aug 04, 2020 Q2 2020
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
336
New
$8.83K - $11.2K
336 $14.9K
Aug 04, 2020 Q2 2020
Rosenberg Matthew Hamilton

BUY
 -
300
New
$7.88K - $9.96K
300 $13.3K
Jul 30, 2020 Q2 2020
Northeast Financial Consultants Inc

Westport, CT
BUY
 -
251
+ 0.74%
$6.59K - $8.33K
34.1K $1.52M
Aug 26, 2020 Q2 2020
Walkner Condon Financial Advisors LLC

BUY
 -
235
+ 2.05%
$6.17K - $7.8K
11.7K $520K
Aug 07, 2020 Q2 2020
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
230
+ 102.22%
$6.04K - $7.63K
455 $20.2K
Feb 13, 2024 Q2 2020
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
212
New
$5.57K - $7.04K
212 $9.43K
Aug 03, 2020 Q2 2020
Bartlett & Co. LLC

BUY
 -
212
New
$5.57K - $7.04K
212 $9.43K
Aug 04, 2020 Q2 2020
Atlas Private Wealth Management

BUY
 -
193
+ 0.44%
$5.07K - $6.41K
44.3K $1.97M
Aug 04, 2020 Q2 2020
Tfg Advisers LLC

BUY
 -
190
+ 0.3%
$4.99K - $6.31K
63K $2.8M
Aug 10, 2020 Q2 2020
Strategy Asset Managers LLC

BUY
 -
184
+ 0.47%
$4.83K - $6.11K
39.2K $1.74M
Aug 06, 2020 Q2 2020
D.B. Root & Company, LLC

BUY
 -
180
+ 0.41%
$4.73K - $5.97K
44.2K $1.96M
Jul 07, 2020 Q2 2020
Beacon Financial Advisory LLC

BUY
 -
175
+ 0.23%
$4.6K - $5.81K
75.5K $3.36M
Jul 07, 2020 Q2 2020
Santori & Peters, Inc.

BUY
 -
153
+ 0.68%
$4.02K - $5.08K
22.7K $1.01M
Aug 14, 2020 Q2 2020
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
132
New
$3.47K - $4.38K
132 $5.87K
Aug 10, 2020 Q2 2020
Roble, Belko & Company, Inc

Sewickley, PA
BUY
 -
130
+ 23.26%
$3.42K - $4.31K
689 $30.6K
Aug 14, 2020 Q2 2020
Veritable, L.P.

Newtown Square, PA
BUY
 -
94
+ 0.74%
$2.47K - $3.12K
12.8K $569K
Aug 10, 2020 Q2 2020
Arkadios Wealth Advisors

BUY
 -
78
+ 0.54%
$2.05K - $2.59K
14.4K $641K
Jul 20, 2020 Q2 2020
Peterson Wealth Advisors, LLC

BUY
 -
76
+ 0.73%
$2K - $2.52K
10.4K $464K
Aug 13, 2020 Q2 2020
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
65
New
$1.71K - $2.16K
65 $2.89K
Aug 10, 2020 Q2 2020
Plante Moran Financial Advisors, LLC

BUY
 -
57
+ 8.66%
$1.5K - $1.89K
715 $31.8K
Aug 14, 2020 Q2 2020
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
51
+ 0.45%
$1.34K - $1.69K
11.3K $502K

Track Institutional and Insider Activities on FVD

Follow FIRST TR VALUE LINE DIVID INDE and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells FVD shares.

Notify only if

Insider Trading

Get notified when an First Tr Value Line Divid Inde insider buys or sells FVD shares.

Notify only if

News

Receive news related to FIRST TR VALUE LINE DIVID INDE

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on FVD