Purchases and Sales Made in Q2 2021 in First Tr Value Line Divid Inde (FVD)

FVD Quotes by TradingView

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 15, 2021 Q2 2021
Hbw Advisory Services LLC

SELL
 -
-1.57K
- 2.92%
$60.1K - $64.1K
52.3K $2.27M
Jul 26, 2021 Q2 2021
Total Clarity Wealth Management, Inc.

SELL
 -
-1.63K
Closed
$62.3K - $66.5K
0 $0
Aug 06, 2021 Q2 2021
Valmark Advisers, Inc.

SELL
 -
-1.71K
- 1.81%
$65.1K - $69.4K
92.6K $4.02M
Jul 28, 2021 Q2 2021
Camelot Portfolios, LLC

SELL
 -
-1.78K
- 13.26%
$68K - $72.6K
11.7K $507K
Aug 16, 2021 Q2 2021
Pinnacle Family Advisors, LLC

Springfield, MO
SELL
 -
-1.94K
- 16.54%
$74K - $79K
9.78K $425K
Aug 05, 2021 Q2 2021
Allred Capital Management, LLC

Dallas, TX
SELL
 -
-2.13K
Closed
$81.3K - $86.7K
0 $0
Aug 10, 2021 Q2 2021
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-2.15K
- 4.48%
$81.9K - $87.4K
45.8K $1.99M
Aug 09, 2021 Q2 2021
Commerce Bank

Kansas City, MO
SELL
 -
-2.2K
- 27.51%
$84K - $89.6K
5.8K $252K
Aug 13, 2021 Q2 2021
Pfs Investments Inc.

Duluth, GA
SELL
 -
-2.25K
- 0.65%
$85.9K - $91.7K
343K $14.9M
Aug 09, 2021 Q2 2021
Jaffetilchin Investment Partners, LLC

Tampa, FL
SELL
 -
-2.3K
- 14.26%
$87.6K - $93.5K
13.8K $600K
Jul 26, 2021 Q2 2021
Ford Financial Group, LLC

SELL
 -
-2.36K
- 9.19%
$90K - $96.1K
23.3K $1.01M
Jul 13, 2021 Q2 2021
Ifp Advisors, Inc

SELL
 -
-2.36K
- 1.14%
$90.1K - $96.2K
204K $8.88M
Aug 13, 2021 Q2 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-2.63K
- 2.48%
$100K - $107K
103K $4.49M
Aug 10, 2021 Q2 2021
Walkner Condon Financial Advisors LLC

SELL
 -
-2.72K
- 25.25%
$104K - $111K
8.04K $349K
Sep 17, 2021 Q2 2021
Virtu Financial LLC

New York, NY
SELL
 -
-3.05K
- 11.39%
$116K - $124K
23.7K $1.03M
Jul 28, 2021 Q2 2021
Planning Directions Inc

SELL
 -
-3.22K
- 6.68%
$123K - $131K
45K $1.95M
Aug 05, 2021 Q2 2021
Atlas Private Wealth Management

SELL
 -
-3.24K
- 6.83%
$124K - $132K
44.2K $1.92M
Aug 04, 2021 Q2 2021
Creative Planning

Overland Park, KS
SELL
 -
-4.06K
- 25.52%
$155K - $165K
11.8K $515K
Aug 06, 2021 Q2 2021
E Rn Financial, LLC

SELL
 -
-4.17K
- 5.31%
$159K - $170K
74.4K $3.23M
Aug 16, 2021 Q2 2021
Cary Street Partners Investment Advisory LLC

Richmond, VA
SELL
 -
-4.65K
- 5.21%
$178K - $189K
84.7K $3.68M
Aug 09, 2021 Q2 2021
Crumly & Associates Inc.

SELL
 -
-4.79K
- 1.49%
$183K - $195K
317K $13.8M
Aug 09, 2021 Q2 2021
Laurel Wealth Planning LLC

Edina, MN
SELL
 -
-4.87K
- 4.61%
$186K - $198K
101K $4.38M
Aug 06, 2021 Q2 2021
J.W. Cole Advisors, Inc.

SELL
 -
-5.02K
- 7.99%
$192K - $204K
57.8K $2.51M
Aug 13, 2021 Q2 2021
Transcend Capital Advisors, LLC

SELL
 -
-5.28K
Closed
$202K - $215K
0 $0
Aug 16, 2021 Q2 2021
Townsquare Capital LLC

SELL
 -
-5.29K
Closed
$202K - $216K
0 $0
Jul 29, 2021 Q2 2021
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-5.33K
- 19.28%
$203K - $217K
22.3K $970K
Nov 09, 2023 Q2 2021
Brewin Dolphin LTD

London, X0
SELL
 -
-5.35K
- 98.53%
$204K - $218K
80 $3.48K
Aug 05, 2021 Q2 2021
Park Avenue Securities LLC

SELL
 -
-6.11K
- 17.35%
$233K - $249K
29.1K $1.26M
Aug 12, 2021 Q2 2021
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-6.5K
- 7.35%
$248K - $265K
82K $3.56M
Aug 06, 2021 Q2 2021
Formidable Asset Management, LLC

Cincinnati, OH
SELL
 -
-6.64K
Closed
$253K - $270K
0 $0
Jul 30, 2021 Q2 2021
Alpha Star Capital Management, LLC

SELL
 -
-6.66K
- 7.74%
$254K - $271K
79.4K $3.45M
Aug 02, 2021 Q2 2021
Trustcore Financial Services, LLC

SELL
 -
-6.68K
- 78.97%
$255K - $272K
1.78K $77.3K
Aug 12, 2021 Q2 2021
Altus Wealth Group LLC

Colorado Springs, CO
SELL
 -
-7.57K
- 18.62%
$289K - $308K
33.1K $1.44M
Aug 11, 2021 Q2 2021
Comerica Securities,Inc.

SELL
 -
-7.62K
- 20.06%
$291K - $310K
30.4K $1.32M
Aug 05, 2021 Q2 2021
F Dx Advisors, Inc.

SELL
 -
-8.28K
- 2.16%
$316K - $337K
375K $16.3M
Aug 05, 2021 Q2 2021
Venture Visionary Partners LLC

SELL
 -
-8.29K
- 18.8%
$316K - $338K
35.8K $1.56M
Sep 01, 2021 Q2 2021
Sawtooth Solutions, LLC

SELL
 -
-8.31K
- 28.64%
$317K - $338K
20.7K $899K
Aug 10, 2021 Q2 2021
Us Financial Advisors, LLC

Braintree, MA
SELL
 -
-8.75K
Closed
$334K - $356K
0 $0
Jul 23, 2021 Q2 2021
Belvedere Trading LLC

SELL
 -
-10.3K
Closed
$394K - $421K
0 $0
Jul 27, 2021 Q2 2021
Spectrum Wealth Advisory Group, LLC

SELL
 -
-10.6K
- 2.47%
$404K - $432K
418K $18.2M
Jan 08, 2024 Q2 2021
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-10.6K
- 13.34%
$406K - $433K
69K $3M
Aug 06, 2021 Q2 2021
Acg Wealth

SELL
 -
-11.3K
Closed
$431K - $460K
0 $0
Aug 09, 2021 Q2 2021
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-11.4K
- 8.85%
$434K - $463K
117K $5.09M
Aug 03, 2021 Q2 2021
1 St Source Bank

SELL
 -
-12K
- 4.57%
$459K - $490K
252K $10.9M
Aug 13, 2021 Q2 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-13K
- 97.49%
$497K - $530K
336 $14.6K
Aug 05, 2021 Q2 2021
Eldridge Investment Advisors, Inc.

Manchester, NH
SELL
 -
-14K
- 41.76%
$534K - $570K
19.5K $849K
Jul 29, 2021 Q2 2021
Perennial Investment Advisors, LLC

Los Angeles, CA
SELL
 -
-16.5K
- 5.58%
$630K - $672K
279K $12.1M
Jul 26, 2021 Q2 2021
Koshinski Asset Management, Inc.

SELL
 -
-16.5K
- 32.88%
$631K - $673K
33.7K $1.47M
Jul 14, 2021 Q2 2021
Cypress Wealth Services, LLC

SELL
 -
-16.7K
Closed
$639K - $681K
0 $0

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