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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2020
Q2 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-339K- 22.49% |
$8.9M - $11.2M
|
1.17M
$53.6M
|
|
|
Aug 06, 2020
Q2 2020
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-351K- 20.92% |
$9.22M - $11.6M
|
1.33M
$60.9M
|
|
|
Jul 16, 2020
Q2 2020
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-360K- 53.6% |
$9.44M - $11.9M
|
311K
$14.3M
|
|
|
Jul 28, 2020
Q2 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-527K- 9.05% |
$13.8M - $17.5M
|
5.3M
$243M
|
|
|
Jul 20, 2020
Q2 2020
|
First Command Financial Services, Inc.
|
SELL
|
- |
-564K- 49.79% |
$14.8M - $18.7M
|
569K
$26.1M
|
|
|
Jul 20, 2020
Q2 2020
|
First Command Bank
|
SELL
|
- |
-564K- 49.79% |
$14.8M - $18.7M
|
569K
$26.1M
|
|
|
Aug 13, 2020
Q2 2020
|
Means Investment Co., Inc.
|
SELL
|
- |
-570KClosed |
$15M - $18.9M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-652K- 33.49% |
$17.1M - $21.6M
|
1.3M
$59.5M
|
|
|
Jul 31, 2020
Q2 2020
|
Ubs Group Ag
|
SELL
|
- |
-839K- 8.8% |
$22M - $27.8M
|
8.69M
$399M
|
|
|
Jul 17, 2020
Q2 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1M- 12.28% |
$26.4M - $33.3M
|
7.17M
$329M
|
|
|
Jul 29, 2020
Q2 2020
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-1.5MClosed |
$39.3M - $49.7M
|
0
$0
|