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
Jul 13, 2020 Q2 2020
Dfpg Investments, LLC

BUY
 -
37
+ 0.09%
$972 - $1.23K
42.6K $1.88M
Jul 07, 2020 Q2 2020
Tsfg, LLC

BUY
 -
35
+ 0.75%
$919 - $1.16K
4.71K $208K
Jul 08, 2020 Q2 2020
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
32
+ 0.18%
$841 - $1.06K
18K $794K
Jul 16, 2020 Q2 2020
Optimum Investment Advisors

BUY
 -
15
+ 0.68%
$394 - $498
2.21K $97.5K
Jul 13, 2020 Q2 2020
Ellis Investment Partners, LLC

BUY
 -
13
+ 0.62%
$342 - $431
2.12K $93.6K
Aug 14, 2020 Q2 2020
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
11
+ 0.12%
$289 - $365
9.49K $419K
Jul 16, 2020 Q2 2020
North Star Investment Management Corp.

Chicago, IL
BUY
 -
4
+ 0.29%
$105 - $133
1.37K $60.5K
Jul 14, 2020 Q2 2020
Toth Financial Advisory Corp

BUY
 -
4
+ 7.27%
$105 - $133
59 $2.61K
Jul 17, 2024 Q2 2020
Kelly Financial Services LLC

Braintree, MA
BUY
 -
3
+ 0.83%
$78.8 - $99.6
364 $16.1K
Jul 28, 2020 Q2 2020
Savior LLC

BUY
 -
3
+ 13.64%
$78.8 - $99.6
25 $1.11K
Aug 14, 2020 Q2 2020
Hbk Sorce Advisory LLC

Erie, PA
SELL
 -
-11
- 0.08%
$289 - $365
14.4K $638K
Aug 21, 2020 Q2 2020
M Holdings Securities, Inc.

Portland, OR
SELL
 -
-20
- 0.06%
$525 - $664
31.7K $1.4M
Jul 16, 2020 Q2 2020
Ford Financial Group, LLC

SELL
 -
-36
- 0.14%
$946 - $1.19K
24.9K $1.1M
Aug 11, 2020 Q2 2020
Shakespeare Wealth Management, Inc.

Pewaukee, WI
SELL
 -
-39
- 0.2%
$1.02K - $1.29K
19K $841K
Aug 12, 2020 Q2 2020
Greenleaf Trust

Kalamazoo, MI
SELL
 -
-64
- 0.62%
$1.68K - $2.12K
10.2K $453K
Aug 05, 2020 Q2 2020
New Square Capital LLC

SELL
 -
-79
- 3.43%
$2.08K - $2.62K
2.23K $98.4K
Dec 01, 2022 Q2 2020
Mufg Americas Holdings Corp

SELL
 -
-83
- 9.4%
$2.18K - $2.75K
800 $35.4K
Jul 22, 2020 Q2 2020
Trilogy Capital Inc.

SELL
 -
-92
- 0.01%
$2.42K - $3.05K
1.16M $51.2M
Aug 13, 2020 Q2 2020
Keystone Financial Group

SELL
 -
-110
- 0.16%
$2.89K - $3.65K
68.6K $3.03M
Jul 31, 2020 Q2 2020
Insight Wealth Strategies, LLC

San Ramon, CA
SELL
 -
-118
- 1.15%
$3.1K - $3.92K
10.1K $448K
Jul 21, 2020 Q2 2020
Brand Asset Management Group, Inc.

SELL
 -
-170
Closed
$4.47K - $5.64K
0 $0
Aug 14, 2020 Q2 2020
Claro Advisors LLC

Boston, MA
SELL
 -
-187
- 0.15%
$4.91K - $6.21K
120K $5.33M
Aug 14, 2020 Q2 2020
Main Management LLC

San Francisco, CA
SELL
 -
-225
Closed
$5.91K - $7.47K
0 $0
Aug 13, 2020 Q2 2020
Stonebridge Capital Advisors LLC

St Paul, MN
SELL
 -
-230
- 36.51%
$6.04K - $7.63K
400 $17.7K
Jul 20, 2020 Q2 2020
Valeo Financial Advisors, LLC

SELL
 -
-273
- 26.98%
$7.17K - $9.06K
739 $32.7K
Jul 20, 2020 Q2 2020
Curtis Advisory Group, LLC

Santa Barbara, CA
SELL
 -
-294
- 0.33%
$7.72K - $9.76K
88.7K $3.92M
Aug 11, 2020 Q2 2020
Sargent Investment Group, LLC

SELL
 -
-310
- 1.16%
$8.14K - $10.3K
26.5K $1.17M
Aug 03, 2020 Q2 2020
Strateg Iq Financial Group, LLC

SELL
 -
-360
- 1.51%
$9.46K - $11.9K
23.4K $1.04M
Aug 13, 2020 Q2 2020
Hhm Wealth Advisors, LLC

Chattanooga, TN
SELL
 -
-431
Closed
$11.3K - $14.3K
0 $0
Aug 14, 2020 Q2 2020
Fin Trust Capital Advisors, LLC

SELL
 -
-455
Closed
$12K - $15.1K
0 $0
Jul 21, 2020 Q2 2020
Nwam LLC

Mercer Island, WA
SELL
 -
-500
- 0.91%
$13.1K - $16.6K
54.5K $2.41M
Aug 06, 2020 Q2 2020
Mufg Americas Holdings Corp

SELL
 -
-500
- 38.46%
$13.1K - $16.6K
800 $35.4K
Jan 08, 2024 Q2 2020
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-513
- 0.29%
$13.5K - $17K
175K $7.73M
Aug 06, 2020 Q2 2020
Darwin Advisors, LLC

SELL
 -
-531
Closed
$13.9K - $17.6K
0 $0
Jul 09, 2020 Q2 2020
Webster Bank, N. A.

SELL
 -
-650
Closed
$17.1K - $21.6K
0 $0
Aug 17, 2020 Q2 2020
Wealth Quarterback LLC

Toms River, NJ
SELL
 -
-689
Closed
$18.1K - $22.9K
0 $0
Aug 12, 2020 Q2 2020
Credit Suisse Ag

Zurich, V8
SELL
 -
-698
- 5.35%
$18.3K - $23.2K
12.4K $546K
Jul 31, 2020 Q2 2020
Moloney Securities Asset Management, LLC

SELL
 -
-729
- 2.25%
$19.2K - $24.2K
31.7K $1.4M
Jul 07, 2020 Q2 2020
True Private Wealth Advisors

SELL
 -
-883
- 96.71%
$23.2K - $29.3K
30 $1.33K
Aug 06, 2020 Q2 2020
Newman Dignan & Sheerar, Inc.

SELL
 -
-920
- 11.52%
$24.2K - $30.5K
7.06K $312K
Aug 10, 2020 Q2 2020
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-949
- 2.29%
$24.9K - $31.5K
40.5K $1.79M
Aug 13, 2020 Q2 2020
Covington Capital Management

SELL
 -
-1K
Closed
$26.3K - $33.2K
0 $0
Aug 13, 2020 Q2 2020
Archer Investment Corp

SELL
 -
-1.07K
- 7.32%
$28K - $35.4K
13.5K $597K
Jul 09, 2024 Q2 2020
Strategic Financial Partners, Ltd.

Bend, OR
SELL
 -
-1.09K
- 7.08%
$28.7K - $36.2K
14.3K $633K
Aug 12, 2020 Q2 2020
Baker Avenue Asset Management, LP

SELL
 -
-1.11K
- 4.53%
$29.1K - $36.7K
23.3K $1.03M
Aug 13, 2020 Q2 2020
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-1.21K
- 1.35%
$31.8K - $40.2K
88.3K $3.9M
Aug 10, 2020 Q2 2020
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-1.31K
- 15.33%
$34.4K - $43.5K
7.24K $320K
Jul 29, 2020 Q2 2020
V Wealth Advisors LLC

SELL
 -
-1.43K
- 4.65%
$37.6K - $47.5K
29.3K $1.3M
Aug 06, 2020 Q2 2020
Leelyn Smith, LLC

Geneva, IL
SELL
 -
-1.53K
Closed
$40.1K - $50.7K
0 $0

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