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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2021
Q2 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
40K+ 44.3% |
$1.52M - $1.63M
|
130K
$5.77M
|
|
|
Jul 20, 2021
Q2 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
37.8KNew |
$1.44M - $1.54M
|
37.8K
$1.68M
|
|
|
Jan 02, 2024
Q2 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
36.7K+ 19.66% |
$1.4M - $1.49M
|
223K
$9.89M
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
32.8K+ 10.87% |
$1.25M - $1.34M
|
334K
$14.8M
|
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
32.3K+ 15.38% |
$1.23M - $1.32M
|
242K
$10.7M
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
31.5K+ 16.65% |
$1.2M - $1.28M
|
221K
$9.78M
|
|
|
Aug 13, 2021
Q2 2021
|
Prudential PLC
London, England, X0 |
BUY
|
- |
31KNew |
$1.18M - $1.26M
|
31K
$1.37M
|
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
25.6K+ 23.56% |
$976K - $1.04M
|
134K
$5.94M
|
|
|
Nov 14, 2024
Q2 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
23.8KNew |
$906K - $967K
|
23.8K
$1.05M
|
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
22.9K+ 165.54% |
$874K - $932K
|
36.7K
$1.63M
|
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
22.6K+ 5.74% |
$862K - $920K
|
416K
$18.5M
|
|
|
Jul 13, 2021
Q2 2021
|
Cypress Capital Group
|
BUY
|
- |
19.4KNew |
$739K - $789K
|
19.4K
$859K
|
|
|
Jul 23, 2021
Q2 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
17.6K+ 36.46% |
$670K - $715K
|
65.7K
$2.91M
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.1K+ 2.03% |
$651K - $695K
|
858K
$38M
|
|
|
Jul 08, 2021
Q2 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
16.5K+ 4.93% |
$629K - $671K
|
351K
$15.6M
|
|
|
Aug 16, 2021
Q2 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
15.8K+ 20.76% |
$603K - $643K
|
91.9K
$4.07M
|
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
BUY
|
- |
15.7K+ 0.99% |
$601K - $641K
|
1.6M
$71M
|
|
|
Jul 19, 2021
Q2 2021
|
Triumph Capital Management
|
BUY
|
- |
15.3KNew |
$584K - $623K
|
15.3K
$678K
|
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
14.6K+ 35.8% |
$559K - $596K
|
55.5K
$2.46M
|
|
|
Aug 12, 2021
Q2 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
14.5KNew |
$554K - $591K
|
14.5K
$643K
|
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.5KNew |
$553K - $590K
|
14.5K
$642K
|
|
|
Jul 17, 2024
Q2 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
14.4K+ 3893.51% |
$550K - $587K
|
14.8K
$655K
|
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.1KNew |
$539K - $575K
|
14.1K
$626K
|
|
|
Jul 27, 2021
Q2 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13.1K+ 26.56% |
$500K - $534K
|
62.5K
$2.77M
|
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
13K+ 3877.08% |
$497K - $530K
|
13.4K
$592K
|
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
12.8K+ 3.39% |
$489K - $522K
|
391K
$17.3M
|
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
12.7K+ 2.71% |
$484K - $516K
|
480K
$21.3M
|
|
|
Jul 29, 2021
Q2 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
12.6K+ 15.73% |
$482K - $515K
|
93K
$4.12M
|
|
|
Jul 19, 2021
Q2 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
11.8K+ 8.48% |
$451K - $482K
|
151K
$6.71M
|
|
|
Jul 14, 2021
Q2 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
11.8K+ 14.28% |
$450K - $480K
|
94.3K
$4.18M
|
|
|
Aug 06, 2021
Q2 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
11.3K+ 26.15% |
$432K - $461K
|
54.6K
$2.42M
|
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.1K+ 32.33% |
$423K - $451K
|
45.3K
$2.01M
|
|
|
Aug 11, 2021
Q2 2021
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
10.5K+ 8.29% |
$402K - $429K
|
138K
$6.1M
|
|
|
Aug 12, 2021
Q2 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
10.4K+ 17.05% |
$396K - $422K
|
71.2K
$3.16M
|
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.3K+ 4.77% |
$393K - $419K
|
226K
$10M
|
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
10.2K+ 5.23% |
$389K - $415K
|
205K
$9.09M
|
|
|
Jul 19, 2021
Q2 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10.2K+ 56.62% |
$387K - $413K
|
28.1K
$1.24M
|
|
|
Aug 09, 2021
Q2 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
9.51KNew |
$363K - $387K
|
9.51K
$421K
|
|
|
Jul 29, 2021
Q2 2021
|
Petix & Botte CO
|
BUY
|
- |
9.11K+ 5.44% |
$348K - $371K
|
177K
$7.82M
|
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
9.05K+ 1.38% |
$345K - $368K
|
663K
$29.4M
|
|
|
Jul 28, 2021
Q2 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
8.87K+ 205.28% |
$338K - $361K
|
13.2K
$584K
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.37K+ 4.93% |
$319K - $341K
|
178K
$7.9M
|
|
|
Aug 04, 2021
Q2 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
7.86K+ 12.61% |
$300K - $320K
|
70.1K
$3.11M
|
|
|
Aug 09, 2021
Q2 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.33K+ 2.66% |
$241K - $258K
|
244K
$10.8M
|
|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
BUY
|
- |
6.22K+ 3.98% |
$237K - $253K
|
162K
$7.2M
|
|
|
Aug 10, 2021
Q2 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
6.21K+ 0.89% |
$237K - $253K
|
707K
$31.3M
|
|
|
Aug 09, 2021
Q2 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
6.16K+ 25.15% |
$235K - $251K
|
30.7K
$1.36M
|
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6.09KNew |
$232K - $248K
|
6.09K
$270K
|
|
|
Jul 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
5.75K+ 7.22% |
$219K - $234K
|
85.4K
$3.79M
|
|
|
Jul 27, 2021
Q2 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5.66K+ 5.17% |
$216K - $230K
|
115K
$5.1M
|