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 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-16.7KClosed |
$639K - $681K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-17.6K- 3.92% |
$670K - $715K
|
430K
$19.1M
|
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-22.4K- 53.43% |
$854K - $911K
|
19.5K
$864K
|
|
|
Aug 03, 2021
Q2 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-23.4KClosed |
$892K - $952K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-23.9KClosed |
$913K - $974K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Prism Advisors, Inc.
|
SELL
|
- |
-25.1K- 4.62% |
$956K - $1.02M
|
517K
$22.9M
|
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-25.4K- 10.08% |
$970K - $1.04M
|
227K
$10.1M
|
|
|
Aug 12, 2021
Q2 2021
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-26.6KClosed |
$1.01M - $1.08M
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-27.2K- 23.07% |
$1.04M - $1.11M
|
90.6K
$4.01M
|
|
|
Aug 09, 2021
Q2 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-30.7K- 8.12% |
$1.17M - $1.25M
|
348K
$15.4M
|
|
|
Aug 12, 2021
Q2 2021
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-31KClosed |
$1.18M - $1.26M
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-35.6K- 5.17% |
$1.36M - $1.45M
|
654K
$29M
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-37KClosed |
$1.41M - $1.51M
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
First Command Bank
|
SELL
|
- |
-39.6K- 8.23% |
$1.51M - $1.61M
|
442K
$19.6M
|
|
|
Jul 20, 2021
Q2 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-39.6K- 8.23% |
$1.51M - $1.61M
|
442K
$19.6M
|
|
|
Jul 27, 2021
Q2 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-40K- 66.76% |
$1.53M - $1.63M
|
19.9K
$884K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-40.3K- 26.87% |
$1.54M - $1.64M
|
110K
$4.86M
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-41.8K- 36.83% |
$1.6M - $1.7M
|
71.7K
$3.18M
|
|
|
Jul 19, 2021
Q2 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-44.2K- 44.87% |
$1.69M - $1.8M
|
54.3K
$2.41M
|
|
|
Aug 16, 2021
Q2 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-51.4KClosed |
$1.96M - $2.09M
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-60K- 27.18% |
$2.29M - $2.44M
|
161K
$7.13M
|
|
|
Aug 12, 2021
Q2 2021
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-63KClosed |
$2.4M - $2.56M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-64.3K- 11.89% |
$2.45M - $2.62M
|
476K
$21.1M
|
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-65.2K- 73.06% |
$2.49M - $2.66M
|
24.1K
$1.07M
|
|
|
Aug 10, 2021
Q2 2021
|
Advisor Os, LLC
|
SELL
|
- |
-75.1K- 18.49% |
$2.87M - $3.06M
|
331K
$14.7M
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-78.9K- 15.42% |
$3.01M - $3.21M
|
433K
$19.2M
|
|
|
Aug 10, 2021
Q2 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-80.8K- 32.55% |
$3.09M - $3.29M
|
168K
$7.43M
|
|
|
Jul 15, 2021
Q2 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-84.2K- 48.86% |
$3.21M - $3.43M
|
88.2K
$3.91M
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-102K- 24.72% |
$3.88M - $4.14M
|
310K
$13.7M
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-111K- 41.29% |
$4.23M - $4.52M
|
158K
$6.99M
|
|
|
Jul 14, 2021
Q2 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-122K- 11.03% |
$4.66M - $4.97M
|
984K
$43.6M
|
|
|
Aug 03, 2021
Q2 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-133K- 50.01% |
$5.09M - $5.43M
|
133K
$5.91M
|
|
|
Nov 24, 2021
Q2 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-140K- 74.11% |
$5.34M - $5.7M
|
48.9K
$2.17M
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-179K- 3.7% |
$6.82M - $7.28M
|
4.66M
$206M
|
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-206K- 73.45% |
$7.86M - $8.39M
|
74.5K
$3.3M
|
|
|
Jul 30, 2021
Q2 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-218K- 90.6% |
$8.3M - $8.86M
|
22.6K
$1M
|
|
|
Jul 19, 2021
Q2 2021
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-289K- 78.63% |
$11M - $11.8M
|
78.4K
$3.48M
|
|
|
Aug 12, 2021
Q2 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-292K- 25.57% |
$11.1M - $11.9M
|
849K
$37.6M
|
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-298K- 9.17% |
$11.4M - $12.1M
|
2.95M
$131M
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.36M- 88.53% |
$51.9M - $55.3M
|
176K
$7.8M
|
|
|
Aug 06, 2021
Q2 2021
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-1.5MClosed |
$57.1M - $61M
|
0
$0
|