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 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.33K+ 4.83% |
$203K - $217K
|
116K
$5.1M
|
|
|
Aug 12, 2021
Q2 2021
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
5.13KNew |
$196K - $209K
|
5.13K
$226K
|
|
|
Jul 20, 2021
Q2 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
5.09KNew |
$194K - $207K
|
5.09K
$224K
|
|
|
Aug 19, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
5.05K+ 2416.27% |
$193K - $206K
|
5.26K
$232K
|
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
4.85K+ 1.0% |
$185K - $197K
|
492K
$21.7M
|
|
|
Aug 16, 2021
Q2 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
4.31K+ 35.5% |
$164K - $175K
|
16.4K
$725K
|
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.29K+ 4.87% |
$164K - $175K
|
92.3K
$4.07M
|
|
|
Aug 12, 2021
Q2 2021
|
Stephens Inc
|
BUY
|
- |
3.79K+ 9.97% |
$145K - $154K
|
41.8K
$1.84M
|
|
|
Aug 09, 2021
Q2 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.62K+ 1.64% |
$138K - $147K
|
225K
$9.92M
|
|
|
Aug 13, 2021
Q2 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3.61K+ 3.29% |
$138K - $147K
|
113K
$5M
|
|
|
Aug 02, 2021
Q2 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
3.46K+ 23.69% |
$132K - $141K
|
18.1K
$796K
|
|
|
Aug 11, 2021
Q2 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
3.38K+ 2.75% |
$129K - $138K
|
126K
$5.56M
|
|
|
Aug 10, 2021
Q2 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.35K+ 16.83% |
$128K - $136K
|
23.3K
$1.03M
|
|
|
Aug 10, 2021
Q2 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.23K+ 5.39% |
$123K - $131K
|
63.1K
$2.78M
|
|
|
Aug 16, 2021
Q2 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
3.09K+ 1.64% |
$118K - $126K
|
191K
$8.42M
|
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
3.06K+ 18.65% |
$117K - $125K
|
19.5K
$858K
|
|
|
Jul 28, 2021
Q2 2021
|
Pfg Advisors
|
BUY
|
- |
3.02K+ 2.58% |
$115K - $123K
|
120K
$5.3M
|
|
|
Jul 27, 2021
Q2 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.93KNew |
$112K - $119K
|
2.93K
$129K
|
|
|
Aug 10, 2021
Q2 2021
|
F3 Logic, LLC
|
BUY
|
- |
2.77K+ 42.88% |
$106K - $113K
|
9.24K
$407K
|
|
|
Aug 10, 2021
Q2 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.75K+ 21.07% |
$105K - $112K
|
15.8K
$696K
|
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
2.67KNew |
$102K - $109K
|
2.67K
$118K
|
|
|
Aug 17, 2021
Q2 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.53K+ 39.97% |
$96.5K - $103K
|
8.86K
$391K
|
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.53K+ 3.89% |
$96.4K - $103K
|
67.4K
$2.97M
|
|
|
Jul 27, 2021
Q2 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
2.49K+ 2.45% |
$95K - $101K
|
104K
$4.58M
|
|
|
Aug 05, 2021
Q2 2021
|
Sargent Investment Group, LLC
|
BUY
|
- |
2.49K+ 5.47% |
$94.9K - $101K
|
47.9K
$2.11M
|
|
|
Jul 15, 2021
Q2 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.42K+ 11.54% |
$92.3K - $98.5K
|
23.4K
$1.03M
|
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.4K+ 9.13% |
$91.7K - $97.9K
|
28.7K
$1.27M
|
|
|
Aug 09, 2021
Q2 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.97K+ 4.63% |
$75.3K - $80.3K
|
44.6K
$1.97M
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.94K+ 3.52% |
$74.2K - $79.2K
|
57.2K
$2.52M
|
|
|
Aug 12, 2021
Q2 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.91K+ 0.32% |
$73K - $77.9K
|
594K
$26.2M
|
|
|
Jul 09, 2024
Q2 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
1.85K+ 13.46% |
$70.6K - $75.3K
|
15.6K
$687K
|
|
|
Aug 09, 2021
Q2 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.81KNew |
$69K - $73.7K
|
1.81K
$79.7K
|
|
|
Aug 12, 2021
Q2 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.69K+ 15.22% |
$64.3K - $68.7K
|
12.8K
$562K
|
|
|
Jul 29, 2021
Q2 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.68K+ 1.7% |
$64.1K - $68.4K
|
100K
$4.42M
|
|
|
Aug 06, 2021
Q2 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.5K+ 19.62% |
$57.3K - $61.1K
|
9.15K
$403K
|
|
|
Jul 21, 2021
Q2 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.43K+ 7.63% |
$54.7K - $58.4K
|
20.2K
$892K
|
|
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.42K+ 2.91% |
$54.1K - $57.8K
|
50.2K
$2.21M
|
|
|
Aug 04, 2021
Q2 2021
|
Capital Square, LLC
|
BUY
|
- |
1.29K+ 8.12% |
$49.2K - $52.5K
|
17.2K
$757K
|
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.18K+ 2.09% |
$45.1K - $48.2K
|
57.8K
$2.55M
|
|
|
Jul 29, 2021
Q2 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
1.14K+ 2.88% |
$43.6K - $46.5K
|
40.8K
$1.8M
|
|
|
Aug 05, 2021
Q2 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.13K+ 0.76% |
$43.2K - $46.1K
|
149K
$6.59M
|
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.12K+ 0.58% |
$42.8K - $45.6K
|
195K
$8.59M
|
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.08K+ 3.73% |
$41K - $43.8K
|
29.9K
$1.32M
|
|
|
Aug 12, 2021
Q2 2021
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.07K+ 3.53% |
$41K - $43.7K
|
31.5K
$1.39M
|
|
|
Jul 30, 2021
Q2 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.03K+ 18.97% |
$39.3K - $41.9K
|
6.45K
$284K
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1K+ 22.7% |
$38.2K - $40.8K
|
5.42K
$239K
|
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
964+ 0.13% |
$36.8K - $39.3K
|
735K
$32.4M
|
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
950+ 0.62% |
$36.3K - $38.7K
|
154K
$6.77M
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
831+ 10.09% |
$31.7K - $33.8K
|
9.06K
$400K
|
|
|
Jul 21, 2021
Q2 2021
|
Santori & Peters, Inc.
|
BUY
|
- |
828+ 3.38% |
$31.6K - $33.7K
|
25.3K
$1.12M
|