Purchases and Sales Made in Q2 2021 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 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.7MNew |
$561M - $599M
|
14.7M
$654M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.23MNew |
$161M - $172M
|
4.23M
$188M
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1M+ 6.41% |
$38.2M - $40.8M
|
16.6M
$739M
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
385K+ 13.67% |
$14.7M - $15.7M
|
3.2M
$142M
|
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
384K+ 23.85% |
$14.7M - $15.7M
|
2M
$88.7M
|
|
|
Aug 16, 2021
Q2 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
349KNew |
$13.3M - $14.2M
|
349K
$15.5M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
336K+ 5.77% |
$12.8M - $13.7M
|
6.16M
$274M
|
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
312K+ 3.3% |
$11.9M - $12.7M
|
9.76M
$434M
|
|
|
Mar 11, 2024
Q2 2021
|
Nepc LLC
Boston, MA |
BUY
|
- |
305KNew |
$11.6M - $12.4M
|
305K
$13.6M
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
284K+ 8.77% |
$10.8M - $11.5M
|
3.52M
$156M
|
|
|
Aug 16, 2021
Q2 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
246K+ 101034.16% |
$9.37M - $10M
|
246K
$10.9M
|
|
|
Aug 13, 2021
Q2 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
208KNew |
$7.95M - $8.49M
|
208K
$9.27M
|
|
|
Aug 05, 2021
Q2 2021
|
Grant
|
BUY
|
- |
197KNew |
$7.52M - $8.03M
|
197K
$8.76M
|
|
|
Jul 30, 2021
Q2 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
197K+ 330.04% |
$7.52M - $8.02M
|
257K
$11.4M
|
|
|
Jul 27, 2021
Q2 2021
|
Wedbush Securities Inc
|
BUY
|
- |
195K+ 255.09% |
$7.44M - $7.94M
|
271K
$12.1M
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
181K+ 4.7% |
$6.89M - $7.35M
|
4.02M
$179M
|
|
|
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
160K+ 58.39% |
$6.1M - $6.51M
|
433K
$19.3M
|
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
151K+ 143.02% |
$5.76M - $6.14M
|
256K
$11.4M
|
|
|
Jul 23, 2021
Q2 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
148K+ 363.03% |
$5.65M - $6.03M
|
189K
$8.4M
|
|
|
Feb 22, 2022
Q2 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
131K+ 310.19% |
$4.98M - $5.32M
|
173K
$7.68M
|
|
|
Sep 24, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
123K+ 165.11% |
$4.69M - $5.01M
|
197K
$8.78M
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
118K+ 14.66% |
$4.51M - $4.81M
|
924K
$41.1M
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
107K+ 9.57% |
$4.09M - $4.36M
|
1.23M
$54.6M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
105K+ 7.5% |
$4.01M - $4.28M
|
1.51M
$67M
|
|
|
Aug 13, 2021
Q2 2021
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
104KNew |
$3.98M - $4.25M
|
104K
$4.64M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
103K+ 15.83% |
$3.95M - $4.21M
|
757K
$33.6M
|
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
102K+ 97.45% |
$3.9M - $4.16M
|
207K
$9.2M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
100K+ 1.59% |
$3.82M - $4.08M
|
6.42M
$285M
|
|
|
Aug 12, 2021
Q2 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
92.8K+ 8.22% |
$3.54M - $3.78M
|
1.22M
$54.3M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
92.2K+ 23.53% |
$3.52M - $3.75M
|
484K
$21.5M
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
91.2K+ 2.41% |
$3.48M - $3.71M
|
3.88M
$172M
|
|
|
Jan 27, 2023
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
91K+ 47.54% |
$3.47M - $3.71M
|
282K
$12.6M
|
|
|
Aug 13, 2021
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
91K+ 47.54% |
$3.47M - $3.71M
|
282K
$12.6M
|
|
|
Aug 12, 2021
Q2 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
90.5K+ 26.29% |
$3.45M - $3.69M
|
435K
$19.3M
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
82K+ 0.96% |
$3.13M - $3.34M
|
8.58M
$381M
|
|
|
Aug 13, 2021
Q2 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
77.4K+ 112.34% |
$2.95M - $3.15M
|
146K
$6.5M
|
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
75.7K+ 122.94% |
$2.89M - $3.08M
|
137K
$6.1M
|
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
75K+ 10.86% |
$2.86M - $3.06M
|
766K
$34M
|
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
BUY
|
- |
70.8K+ 11.4% |
$2.7M - $2.88M
|
691K
$30.7M
|
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
BUY
|
- |
69.4K+ 39.81% |
$2.65M - $2.83M
|
244K
$10.8M
|
|
|
Aug 16, 2021
Q2 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
68.2K+ 103.27% |
$2.6M - $2.78M
|
134K
$5.97M
|
|
|
Aug 10, 2021
Q2 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
63.2K+ 86.36% |
$2.41M - $2.58M
|
136K
$6.07M
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
55.2K+ 5.42% |
$2.11M - $2.25M
|
1.07M
$47.8M
|
|
|
Jul 26, 2021
Q2 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
53K+ 10.26% |
$2.02M - $2.16M
|
569K
$25.3M
|
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
49.5K+ 24.27% |
$1.89M - $2.02M
|
253K
$11.3M
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
45.7K+ 0.51% |
$1.75M - $1.86M
|
8.96M
$398M
|
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
45.1K+ 2812.02% |
$1.72M - $1.84M
|
46.7K
$2.08M
|
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
44.3K+ 8.88% |
$1.69M - $1.8M
|
543K
$24.2M
|
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
43.4K+ 2.04% |
$1.66M - $1.77M
|
2.17M
$96.4M
|
|
|
Aug 11, 2021
Q2 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
40.1K+ 588.47% |
$1.53M - $1.63M
|
46.9K
$2.08M
|