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 06, 2021
Q2 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
755New |
$28.8K - $30.7K
|
755
$32.8K
|
|
|
Aug 02, 2021
Q2 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
750+ 1.11% |
$28.6K - $30.5K
|
68.5K
$2.98M
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
704+ 0.49% |
$26.9K - $28.7K
|
144K
$6.24M
|
|
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
700+ 233.33% |
$26.7K - $28.5K
|
1K
$43.5K
|
|
|
Aug 02, 2021
Q2 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
636+ 7.62% |
$24.3K - $25.9K
|
8.98K
$390K
|
|
|
Aug 13, 2021
Q2 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
600+ 3.68% |
$22.9K - $24.4K
|
16.9K
$735K
|
|
|
Aug 11, 2021
Q2 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
575+ 4.94% |
$21.9K - $23.4K
|
12.2K
$531K
|
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
520+ 6.41% |
$19.8K - $21.2K
|
8.63K
$375K
|
|
|
Aug 12, 2021
Q2 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
498+ 4.37% |
$19K - $20.3K
|
11.9K
$517K
|
|
|
Jul 21, 2021
Q2 2021
|
Csenge Advisory Group
|
BUY
|
- |
439+ 1.59% |
$16.8K - $17.9K
|
28.1K
$1.22M
|
|
|
Aug 10, 2023
Q2 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
432+ 30.1% |
$16.5K - $17.6K
|
1.87K
$81.1K
|
|
|
Aug 13, 2021
Q2 2021
|
Holistic Financial Partners
|
BUY
|
- |
328+ 3.4% |
$12.5K - $13.4K
|
9.99K
$434K
|
|
|
Jul 29, 2021
Q2 2021
|
Investors Research Corp
|
BUY
|
- |
316New |
$12.1K - $12.9K
|
316
$13.7K
|
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
307+ 1.34% |
$11.7K - $12.5K
|
23.2K
$1.01M
|
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
304+ 0.02% |
$11.6K - $12.4K
|
1.25M
$54.4M
|
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
293+ 1.02% |
$11.2K - $11.9K
|
28.9K
$1.26M
|
|
|
Aug 04, 2021
Q2 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
250+ 4.38% |
$9.54K - $10.2K
|
5.96K
$259K
|
|
|
Aug 12, 2021
Q2 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
247+ 2.75% |
$9.43K - $10.1K
|
9.24K
$402K
|
|
|
Aug 03, 2021
Q2 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
226New |
$8.62K - $9.2K
|
226
$9.82K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
209New |
$7.98K - $8.51K
|
209
$9.08K
|
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
181+ 6.25% |
$6.91K - $7.37K
|
3.08K
$134K
|
|
|
Aug 12, 2021
Q2 2021
|
Albion Financial Group
|
BUY
|
- |
150New |
$5.72K - $6.11K
|
150
$6.52K
|
|
|
Aug 09, 2021
Q2 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
140New |
$5.34K - $5.7K
|
140
$6.08K
|
|
|
Aug 04, 2021
Q2 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
100New |
$3.82K - $4.07K
|
100
$4.35K
|
|
|
Aug 16, 2021
Q2 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
80+ 1.05% |
$3.05K - $3.26K
|
7.71K
$335K
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
79+ 0.66% |
$3.01K - $3.22K
|
12.1K
$524K
|
|
|
Aug 13, 2021
Q2 2021
|
Caprock Group, Inc.
|
BUY
|
- |
75+ 0.48% |
$2.86K - $3.05K
|
15.8K
$688K
|
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
73+ 0.28% |
$2.79K - $2.97K
|
25.7K
$1.12M
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
72+ 0.21% |
$2.75K - $2.93K
|
33.7K
$1.46M
|
|
|
Aug 16, 2021
Q2 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
63+ 0.48% |
$2.4K - $2.57K
|
13.1K
$568K
|
|
|
Aug 13, 2021
Q2 2021
|
Keystone Financial Group
|
BUY
|
- |
58+ 0.12% |
$2.21K - $2.36K
|
48.5K
$2.11M
|
|
|
Aug 03, 2021
Q2 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
49+ 0.07% |
$1.87K - $2K
|
75.2K
$3.27M
|
|
|
Aug 11, 2021
Q2 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
39+ 0.26% |
$1.49K - $1.59K
|
15.2K
$660K
|
|
|
Jul 07, 2021
Q2 2021
|
Act Advisors, Llc.
|
BUY
|
- |
37+ 0.46% |
$1.41K - $1.51K
|
8.09K
$351K
|
|
|
Jul 26, 2021
Q2 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
35+ 0.09% |
$1.34K - $1.43K
|
37.7K
$1.64M
|
|
|
Aug 13, 2021
Q2 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
34+ 0.3% |
$1.3K - $1.38K
|
11.5K
$498K
|
|
|
Aug 03, 2021
Q2 2021
|
1776 Wealth LLC
|
BUY
|
- |
22+ 0.02% |
$840 - $896
|
108K
$4.67M
|
|
|
Jul 13, 2021
Q2 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
22+ 0.12% |
$840 - $896
|
17.6K
$767K
|
|
|
Aug 12, 2021
Q2 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
17+ 0.21% |
$649 - $692
|
7.95K
$346K
|
|
|
Jul 13, 2021
Q2 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
10+ 0.46% |
$382 - $407
|
2.18K
$94.6K
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
9+ 0.2% |
$343 - $366
|
4.6K
$200K
|
|
|
Jul 13, 2021
Q2 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
9+ 0.08% |
$343 - $366
|
11K
$478K
|
|
|
Jul 30, 2021
Q2 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
8+ 0.08% |
$305 - $326
|
9.88K
$429K
|
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
5+ 0.51% |
$191 - $204
|
980
$42.6K
|
|
|
Jul 13, 2021
Q2 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 0.22% |
$114 - $122
|
1.4K
$60.6K
|
|
|
Jul 23, 2021
Q2 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.53% |
$76.3 - $81.4
|
378
$16.4K
|
|
|
Aug 16, 2021
Q2 2021
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
2+ 0.4% |
$76.3 - $81.4
|
496
$21.6K
|
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
1+ 0.96% |
$38.2 - $40.7
|
105
$4.56K
|
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.3% |
$38.2 - $40.7
|
330
$14.3K
|
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1- -0.0% |
$38.2 - $40.7
|
41.9K
$1.82M
|