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 16, 2020 Q2 2020
Parallel Advisors, LLC

SELL
 -
-1.68K
Closed
$44K - $55.6K
0 $0
Jul 10, 2020 Q2 2020
Whittier Trust CO

SELL
 -
-2K
Closed
$52.5K - $66.4K
0 $0
Aug 13, 2020 Q2 2020
Vestmark Advisory Solutions, Inc.

SELL
 -
-2.08K
- 18.32%
$54.6K - $69K
9.27K $429K
Jul 24, 2020 Q2 2020
Weaver Consulting Group

SELL
 -
-2.16K
- 35.58%
$56.6K - $71.6K
3.9K $181K
Jul 31, 2020 Q2 2020
Bellevue Asset Management, LLC

Bellevue, WA
SELL
 -
-2.16K
- 19.45%
$56.7K - $71.7K
8.94K $414K
Jul 10, 2020 Q2 2020
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-2.21K
- 46.29%
$58K - $73.3K
2.56K $119K
Jul 24, 2020 Q2 2020
Allworth Financial LP

SELL
 -
-2.27K
- 74.74%
$59.7K - $75.4K
768 $35.5K
Sep 22, 2020 Q2 2020
Atria Investments LLC

Charlotte, NC
SELL
 -
-2.41K
- 4.31%
$63.3K - $80K
53.5K $2.47M
Aug 13, 2020 Q2 2020
Financial Gravity Asset Management, Inc.

SELL
 -
-2.45K
Closed
$64.4K - $81.4K
0 $0
Aug 13, 2020 Q2 2020
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-2.51K
- 4.3%
$65.9K - $83.3K
55.9K $2.58M
Aug 06, 2020 Q2 2020
Prw Wealth Management LLC

SELL
 -
-2.89K
- 19.75%
$75.8K - $95.8K
11.7K $542K
Aug 04, 2020 Q2 2020
Blackhawk Capital Partners Llc.

Thiensville, WI
SELL
 -
-3.06K
- 4.19%
$80.3K - $101K
69.9K $3.23M
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
SELL
 -
-3.57K
- 1.9%
$93.7K - $118K
184K $8.5M
Aug 13, 2020 Q2 2020
Moors & Cabot, Inc.

Boston, MA
SELL
 -
-4.04K
- 14.08%
$106K - $134K
24.7K $1.14M
Aug 19, 2020 Q2 2020
Acorn Wealth Advisors, LLC

Grand Blanc, MI
SELL
 -
-4.17K
- 12.0%
$110K - $138K
30.6K $1.42M
Aug 05, 2020 Q2 2020
Fifth Third Bancorp

SELL
 -
-4.28K
- 81.05%
$112K - $142K
1K $46.2K
Jul 28, 2020 Q2 2020
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-4.48K
Closed
$118K - $149K
0 $0
Jul 29, 2020 Q2 2020
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-4.53K
- 10.72%
$119K - $150K
37.7K $1.75M
Jul 31, 2020 Q2 2020
Flagship Harbor Advisors, LLC

SELL
 -
-4.68K
- 16.04%
$123K - $155K
24.5K $1.13M
Aug 12, 2020 Q2 2020
Bank Of New York Mellon Corp

New York, NY
SELL
 -
-4.76K
- 15.16%
$125K - $158K
26.6K $1.23M
Jul 17, 2020 Q2 2020
Comerica Securities,Inc.

SELL
 -
-5.38K
- 13.73%
$141K - $178K
33.8K $1.56M
Aug 04, 2020 Q2 2020
Jacobi Capital Management LLC

SELL
 -
-5.66K
- 78.3%
$149K - $188K
1.57K $72.5K
Jul 28, 2020 Q2 2020
Baystate Wealth Management LLC

SELL
 -
-5.9K
- 11.24%
$155K - $196K
46.6K $2.16M
Jul 20, 2020 Q2 2020
Good Life Advisors, LLC

SELL
 -
-6.26K
- 11.95%
$164K - $208K
46.1K $2.13M
Aug 11, 2020 Q2 2020
Savant Capital, LLC

SELL
 -
-6.37K
- 16.21%
$167K - $211K
32.9K $1.52M
Aug 24, 2020 Q2 2020
Asset Dedication, LLC

SELL
 -
-6.43K
Closed
$169K - $213K
0 $0
Jul 13, 2020 Q2 2020
Global Retirement Partners, LLC

SELL
 -
-6.52K
- 13.88%
$171K - $216K
40.5K $1.87M
Jul 20, 2020 Q2 2020
Tci Wealth Advisors, Inc.

SELL
 -
-6.65K
Closed
$175K - $221K
0 $0
Aug 11, 2020 Q2 2020
Assetmark, Inc

SELL
 -
-7.09K
- 97.98%
$186K - $235K
146 $6.75K
Aug 14, 2020 Q2 2020
Truist Financial Corp

SELL
 -
-7.13K
- 0.39%
$187K - $237K
1.81M $83.6M
Sep 07, 2021 Q2 2020
Geneos Wealth Management Inc.

SELL
 -
-7.36K
- 5.37%
$193K - $244K
130K $6M
Jul 29, 2020 Q2 2020
Koshinski Asset Management, Inc.

SELL
 -
-7.61K
- 10.25%
$200K - $253K
66.6K $3.08M
Aug 05, 2020 Q2 2020
Cedar Brook Financial Partners, LLC

Cleveland, OH
SELL
 -
-7.94K
- 7.67%
$209K - $264K
95.6K $4.42M
Aug 06, 2020 Q2 2020
Concentrum Wealth Management

SELL
 -
-8.45K
Closed
$222K - $280K
0 $0
Aug 13, 2020 Q2 2020
Cmc Financial Group

Atlanta, GA
SELL
 -
-8.92K
Closed
$234K - $296K
0 $0
Aug 12, 2020 Q2 2020
Hc Advisors, LLC

SELL
 -
-8.92K
Closed
$234K - $296K
0 $0
Jul 28, 2020 Q2 2020
Stratos Wealth Advisors, LLC

SELL
 -
-9.5K
Closed
$250K - $315K
0 $0
Nov 09, 2023 Q2 2020
Brewin Dolphin Wealth Management LTD

Conskleagh, Dublin, L2
SELL
 -
-9.74K
- 39.72%
$256K - $323K
14.8K $683K
Aug 11, 2020 Q2 2020
Van Hulzen Asset Management, LLC

SELL
 -
-10.2K
Closed
$268K - $339K
0 $0
Aug 07, 2020 Q2 2020
Wintrust Investments LLC

Chicago, IL
SELL
 -
-11.2K
- 4.56%
$294K - $371K
234K $10.8M
Aug 14, 2020 Q2 2020
Bayesian Capital Management, LP

Brooklyn, NY
SELL
 -
-11.4K
- 56.79%
$299K - $378K
8.67K $401K
Aug 14, 2020 Q2 2020
Two Sigma Securities, LLC

New York, NY
SELL
 -
-11.9K
- 49.78%
$313K - $395K
12K $556K
Jul 22, 2020 Q2 2020
Cwm, LLC

SELL
 -
-12.1K
- 8.05%
$318K - $401K
138K $6.38M
Jul 13, 2020 Q2 2020
Wealth Advisors, Inc.

SELL
 -
-12.2K
Closed
$320K - $404K
0 $0
Jul 16, 2020 Q2 2020
Pfg Advisors

SELL
 -
-12.3K
- 8.64%
$324K - $410K
131K $6.04M
Aug 11, 2020 Q2 2020
Oppenheimer & CO Inc

New York, NY
SELL
 -
-13K
- 9.48%
$343K - $433K
125K $5.76M
Jul 22, 2020 Q2 2020
Apexium Financial, LP

SELL
 -
-13.1K
- 6.64%
$343K - $434K
184K $8.49M
Jul 20, 2020 Q2 2020
Belpointe Asset Management LLC

SELL
 -
-13.1K
- 70.23%
$343K - $434K
5.54K $256K
Aug 12, 2020 Q2 2020
Bokf, Na

Tulsa, OK
SELL
 -
-14.1K
Closed
$371K - $468K
0 $0

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