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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2021
Q2 2021
|
Mai Capital Management
|
SELL
|
- |
-10- 0.01% |
$382 - $407
|
74.3K
$3.28M
|
|
|
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-42- 0.54% |
$1.6K - $1.71K
|
7.67K
$338K
|
|
|
Aug 12, 2021
Q2 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-56- 0.36% |
$2.14K - $2.28K
|
15.6K
$688K
|
|
|
Jul 19, 2021
Q2 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-58- 0.1% |
$2.21K - $2.36K
|
58.2K
$2.56M
|
|
|
Aug 06, 2021
Q2 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-60- 7.39% |
$2.29K - $2.44K
|
752
$33.1K
|
|
|
Aug 10, 2021
Q2 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-65- 0.07% |
$2.48K - $2.65K
|
91K
$4.01M
|
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-85- 0.59% |
$3.24K - $3.46K
|
14.2K
$627K
|
|
|
Jul 29, 2021
Q2 2021
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-92Closed |
$3.51K - $3.75K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-99- 0.58% |
$3.78K - $4.03K
|
17K
$751K
|
|
|
Jul 06, 2021
Q2 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-100Closed |
$3.82K - $4.07K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-103- 0.8% |
$3.93K - $4.19K
|
12.7K
$561K
|
|
|
Sep 01, 2021
Q2 2021
|
Goal Vest Advisory LLC
|
SELL
|
- |
-110- 12.94% |
$4.2K - $4.48K
|
740
$32.6K
|
|
|
Aug 04, 2021
Q2 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-120- 0.48% |
$4.58K - $4.89K
|
24.7K
$1.09M
|
|
|
Jul 27, 2021
Q2 2021
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-186- 0.96% |
$7.1K - $7.57K
|
19.2K
$845K
|
|
|
Aug 20, 2021
Q2 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-189- 20.28% |
$7.21K - $7.7K
|
743
$32.8K
|
|
|
Jul 08, 2021
Q2 2021
|
Canton Hathaway, LLC
|
SELL
|
- |
-197Closed |
$7.52K - $8.02K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-201- 1.49% |
$7.67K - $8.18K
|
13.3K
$586K
|
|
|
Aug 03, 2021
Q2 2021
|
Accel Wealth Management
|
SELL
|
- |
-219- 0.42% |
$8.36K - $8.92K
|
52K
$2.29M
|
|
|
Jul 14, 2021
Q2 2021
|
Trust CO
|
SELL
|
- |
-245Closed |
$9.35K - $9.98K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-285- 0.06% |
$10.9K - $11.6K
|
451K
$19.9M
|
|
|
Aug 04, 2021
Q2 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-286- 4.11% |
$10.9K - $11.6K
|
6.67K
$294K
|
|
|
Jul 20, 2021
Q2 2021
|
Old Port Advisors
|
SELL
|
- |
-293- 1.52% |
$11.2K - $11.9K
|
19K
$838K
|
|
|
Sep 07, 2021
Q2 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-295Closed |
$11.3K - $12K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-307- 4.16% |
$11.7K - $12.5K
|
7.07K
$312K
|
|
|
Aug 16, 2021
Q2 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-328- 1.38% |
$12.5K - $13.4K
|
23.4K
$1.03M
|
|
|
Jul 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-343- 15.97% |
$13.1K - $14K
|
1.81K
$79.6K
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-393Closed |
$15K - $16K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-397- 2.23% |
$15.1K - $16.2K
|
17.4K
$767K
|
|
|
Jul 28, 2021
Q2 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-400- 4.26% |
$15.3K - $16.3K
|
8.99K
$396K
|
|
|
Jul 13, 2021
Q2 2021
|
Rda Financial Network
|
SELL
|
- |
-400- 4.55% |
$15.3K - $16.3K
|
8.4K
$370K
|
|
|
Aug 17, 2021
Q2 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-431- 26.07% |
$16.4K - $17.6K
|
1.22K
$53.9K
|
|
|
Jul 21, 2021
Q2 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-534- 1.94% |
$20.4K - $21.7K
|
27K
$1.19M
|
|
|
Aug 16, 2021
Q2 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-552- 1.68% |
$21.1K - $22.5K
|
32.3K
$1.42M
|
|
|
Jul 15, 2021
Q2 2021
|
Apexium Financial, LP
|
SELL
|
- |
-587- 0.44% |
$22.4K - $23.9K
|
133K
$5.84M
|
|
|
Aug 09, 2021
Q2 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-621- 3.62% |
$23.7K - $25.3K
|
16.5K
$728K
|
|
|
Jul 21, 2021
Q2 2021
|
Dfpg Investments, LLC
|
SELL
|
- |
-626- 2.03% |
$23.9K - $25.5K
|
30.2K
$1.33M
|
|
|
Aug 19, 2021
Q2 2021
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-678- 2.29% |
$25.9K - $27.6K
|
29K
$1.28M
|
|
|
Jul 26, 2021
Q2 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-695- 76.63% |
$26.5K - $28.3K
|
212
$9.34K
|
|
|
Jul 13, 2021
Q2 2021
|
Moody National Bank Trust Division
|
SELL
|
- |
-720- 8.91% |
$27.5K - $29.3K
|
7.36K
$324K
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-751Closed |
$28.7K - $30.6K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-806- 47.11% |
$30.8K - $32.8K
|
905
$39.9K
|
|
|
Aug 04, 2021
Q2 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-809- 5.99% |
$30.9K - $32.9K
|
12.7K
$560K
|
|
|
Jul 26, 2021
Q2 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-864- 2.8% |
$33K - $35.2K
|
30K
$1.32M
|
|
|
Jul 27, 2021
Q2 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-885- 2.57% |
$33.8K - $36K
|
33.6K
$1.48M
|
|
|
Aug 12, 2021
Q2 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1KClosed |
$38.2K - $40.7K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.09K- 12.16% |
$41.7K - $44.5K
|
7.9K
$348K
|
|
|
Aug 19, 2021
Q2 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.1K- 1.87% |
$42K - $44.8K
|
57.8K
$2.55M
|
|
|
Nov 15, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.3K- 24.0% |
$49.6K - $52.9K
|
4.12K
$181K
|
|
|
Aug 09, 2021
Q2 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.34K- 28.92% |
$51.1K - $54.5K
|
3.29K
$145K
|
|
|
Jul 01, 2021
Q2 2021
|
Park National Corp
|
SELL
|
- |
-1.49K- 0.38% |
$56.7K - $60.5K
|
385K
$17M
|