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
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-14.4KClosed |
$379K - $478K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Kovack Advisors, Inc.
|
SELL
|
- |
-15.2K- 15.14% |
$400K - $505K
|
85.3K
$3.92M
|
|
|
Aug 04, 2020
Q2 2020
|
1776 Wealth LLC
|
SELL
|
- |
-15.4K- 11.24% |
$405K - $512K
|
122K
$5.6M
|
|
|
Jul 31, 2020
Q2 2020
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-15.8KClosed |
$414K - $523K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-16.9KClosed |
$443K - $560K
|
0
$0
|
|
|
Aug 17, 2020
Q2 2020
|
Townsquare Capital LLC
|
SELL
|
- |
-17.4K- 46.76% |
$458K - $578K
|
19.8K
$911K
|
|
|
Jul 15, 2020
Q2 2020
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-18K- 37.14% |
$472K - $597K
|
30.4K
$1.4M
|
|
|
Aug 14, 2020
Q2 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-19.5K- 27.59% |
$512K - $647K
|
51.2K
$2.35M
|
|
|
Jul 27, 2020
Q2 2020
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-19.7KClosed |
$517K - $653K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-21.4K- 8.07% |
$562K - $710K
|
244K
$11.2M
|
|
|
Aug 13, 2020
Q2 2020
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-21.6KClosed |
$567K - $717K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-25.3K- 9.07% |
$663K - $838K
|
253K
$11.6M
|
|
|
Aug 10, 2020
Q2 2020
|
D.A. Davidson & Co.
|
SELL
|
- |
-25.8K- 5.83% |
$678K - $856K
|
417K
$19.2M
|
|
|
Aug 12, 2020
Q2 2020
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-27.6KClosed |
$726K - $918K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-29.8K- 56.81% |
$784K - $990K
|
22.7K
$1.04M
|
|
|
Jul 29, 2020
Q2 2020
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-30.3K- 61.17% |
$795K - $1M
|
19.2K
$883K
|
|
|
Aug 14, 2020
Q2 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-32.2K- 4.9% |
$847K - $1.07M
|
625K
$28.7M
|
|
|
Aug 13, 2020
Q2 2020
|
Centaurus Financial, Inc.
|
SELL
|
- |
-34.5K- 82.25% |
$905K - $1.14M
|
7.44K
$342K
|
|
|
Aug 07, 2020
Q2 2020
|
Andesa Financial Management Inc.
|
SELL
|
- |
-36.4KClosed |
$957K - $1.21M
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-39.9K- 22.07% |
$1.05M - $1.32M
|
141K
$6.47M
|
|
|
Jul 21, 2020
Q2 2020
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-44.9KClosed |
$1.18M - $1.49M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-51.3K- 18.09% |
$1.35M - $1.7M
|
232K
$10.7M
|
|
|
Aug 14, 2020
Q2 2020
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-53.1KClosed |
$1.4M - $1.76M
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-57K- 99.99% |
$1.5M - $1.89M
|
5
$230
|
|
|
Aug 14, 2020
Q2 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-60.9K- 66.64% |
$1.6M - $2.02M
|
30.5K
$1.4M
|
|
|
Aug 07, 2020
Q2 2020
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-66.9KClosed |
$1.76M - $2.22M
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Founders Financial Securities LLC
|
SELL
|
- |
-73.6K- 47.36% |
$1.93M - $2.44M
|
81.8K
$3.76M
|
|
|
Jul 27, 2020
Q2 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-76.5KClosed |
$2.01M - $2.54M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-80.3K- 0.54% |
$2.11M - $2.66M
|
14.7M
$677M
|
|
|
Jul 07, 2020
Q2 2020
|
Crumly & Associates Inc.
|
SELL
|
- |
-84.8K- 21.46% |
$2.23M - $2.81M
|
310K
$14.3M
|
|
|
Aug 10, 2020
Q2 2020
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-88K- 88.82% |
$2.31M - $2.92M
|
11.1K
$509K
|
|
|
Jul 24, 2024
Q2 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-89K- 48.97% |
$2.34M - $2.95M
|
92.7K
$4.26M
|
|
|
Jul 27, 2020
Q2 2020
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-89.3K- 71.35% |
$2.35M - $2.96M
|
35.9K
$1.65M
|
|
|
Jul 27, 2020
Q2 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-90.2K- 3.38% |
$2.37M - $2.99M
|
2.58M
$118M
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-90.3K- 92.96% |
$2.37M - $3M
|
6.84K
$314K
|
|
|
Aug 13, 2020
Q2 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-94.3K- 46.09% |
$2.48M - $3.13M
|
110K
$5.07M
|
|
|
Oct 07, 2020
Q2 2020
|
Acg Wealth
|
SELL
|
- |
-96.7K- 90.95% |
$2.54M - $3.21M
|
9.62K
$442K
|
|
|
Nov 14, 2024
Q2 2020
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-112K- 88.34% |
$2.93M - $3.7M
|
14.7K
$677K
|
|
|
Aug 13, 2020
Q2 2020
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-117K- 92.17% |
$3.08M - $3.89M
|
9.96K
$458K
|
|
|
Jul 21, 2020
Q2 2020
|
Brookstone Capital Management
|
SELL
|
- |
-121KClosed |
$3.17M - $4M
|
0
$0
|
|
|
Aug 19, 2020
Q2 2020
|
Advisory Resource Group
|
SELL
|
- |
-134K- 30.96% |
$3.52M - $4.45M
|
299K
$13.7M
|
|
|
Jul 20, 2020
Q2 2020
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-145KClosed |
$3.81M - $4.81M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-157K- 23.26% |
$4.13M - $5.22M
|
519K
$23.8M
|
|
|
Aug 06, 2020
Q2 2020
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-161K- 33.37% |
$4.22M - $5.34M
|
321K
$14.8M
|
|
|
Jul 31, 2020
Q2 2020
|
Milestone Advisory Partners
|
SELL
|
- |
-175KClosed |
$4.61M - $5.82M
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-192K- 45.18% |
$5.04M - $6.37M
|
233K
$10.7M
|
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
SELL
|
- |
-249K- 35.92% |
$6.53M - $8.25M
|
443K
$20.4M
|
|
|
Aug 13, 2020
Q2 2020
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-249K- 2.56% |
$6.55M - $8.28M
|
9.51M
$437M
|
|
|
Aug 05, 2020
Q2 2020
|
Ifp Advisors, Inc
|
SELL
|
- |
-252K- 61.31% |
$6.61M - $8.36M
|
159K
$7.3M
|
|
|
Aug 14, 2020
Q2 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-253K- 77.46% |
$6.64M - $8.39M
|
73.6K
$3.38M
|