Purchases and Sales Made in Q3 2020 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 Q3 2020. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2020
Q3 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.07MNew |
$31.9M - $35.1M
|
1.07M
$49.3M
|
|
|
Nov 09, 2020
Q3 2020
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
666KNew |
$19.9M - $21.9M
|
666K
$30.8M
|
|
|
Nov 04, 2020
Q3 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
638K+ 12.05% |
$19.1M - $21M
|
5.93M
$274M
|
|
|
Nov 16, 2020
Q3 2020
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
570KNew |
$17M - $18.7M
|
570K
$26.4M
|
|
|
Nov 13, 2020
Q3 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
535K+ 25.97% |
$16M - $17.6M
|
2.6M
$120M
|
|
|
Oct 23, 2020
Q3 2020
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
322K+ 94.32% |
$9.61M - $10.6M
|
663K
$30.6M
|
|
|
Nov 12, 2020
Q3 2020
|
Advisor Os, LLC
|
BUY
|
- |
310KNew |
$9.26M - $10.2M
|
310K
$14.3M
|
|
|
Oct 14, 2020
Q3 2020
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
266K+ 20.95% |
$7.94M - $8.74M
|
1.53M
$71M
|
|
|
Nov 10, 2020
Q3 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
196K+ 338.13% |
$5.86M - $6.45M
|
254K
$11.8M
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
139K+ 26.87% |
$4.16M - $4.58M
|
658K
$30.4M
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
139K+ 11.74% |
$4.16M - $4.58M
|
1.33M
$61.3M
|
|
|
Nov 16, 2020
Q3 2020
|
Founders Financial Securities LLC
|
BUY
|
- |
128K+ 156.62% |
$3.83M - $4.21M
|
210K
$9.71M
|
|
|
Nov 12, 2020
Q3 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
116K+ 5.42% |
$3.45M - $3.8M
|
2.25M
$104M
|
|
|
Nov 16, 2020
Q3 2020
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
108K+ 114.27% |
$3.23M - $3.55M
|
203K
$9.37M
|
|
|
Oct 09, 2020
Q3 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
103K+ 3.08% |
$3.08M - $3.39M
|
3.45M
$160M
|
|
|
Nov 04, 2020
Q3 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
101K+ 230.65% |
$3.03M - $3.34M
|
145K
$6.73M
|
|
|
Nov 05, 2020
Q3 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
85.8K+ 1.9% |
$2.56M - $2.82M
|
4.61M
$213M
|
|
|
Oct 23, 2020
Q3 2020
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
61.4K+ 28.99% |
$1.83M - $2.02M
|
273K
$12.6M
|
|
|
Nov 09, 2020
Q3 2020
|
Lincoln National Corp
|
BUY
|
- |
61.3K+ 15.25% |
$1.83M - $2.01M
|
463K
$21.4M
|
|
|
Nov 13, 2020
Q3 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
59.8K+ 9.58% |
$1.79M - $1.97M
|
685K
$31.7M
|
|
|
Oct 21, 2020
Q3 2020
|
Crumly & Associates Inc.
|
BUY
|
- |
58.3K+ 18.77% |
$1.74M - $1.92M
|
369K
$17M
|
|
|
Jan 27, 2023
Q3 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
58K+ 46.94% |
$1.73M - $1.91M
|
182K
$8.4M
|
|
|
Nov 13, 2020
Q3 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
51K+ 46.39% |
$1.52M - $1.68M
|
161K
$7.45M
|
|
|
Nov 30, 2020
Q3 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
50.8K+ 15.07% |
$1.52M - $1.67M
|
388K
$17.9M
|
|
|
Nov 23, 2020
Q3 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
48.5KNew |
$1.45M - $1.6M
|
48.5K
$2.24M
|
|
|
Nov 06, 2020
Q3 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
48K+ 17.08% |
$1.43M - $1.58M
|
329K
$15.2M
|
|
|
Nov 12, 2020
Q3 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
43.5K+ 39.45% |
$1.3M - $1.43M
|
154K
$7.11M
|
|
|
Oct 30, 2020
Q3 2020
|
1 St Source Bank
|
BUY
|
- |
42.7K+ 20.58% |
$1.27M - $1.4M
|
250K
$11.6M
|
|
|
Nov 13, 2020
Q3 2020
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
39.8K+ 9.08% |
$1.19M - $1.31M
|
479K
$22.1M
|
|
|
Oct 29, 2020
Q3 2020
|
Avestar Capital, LLC
|
BUY
|
- |
39.7K+ 16.71% |
$1.19M - $1.31M
|
277K
$12.8M
|
|
|
Nov 12, 2020
Q3 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
35.9K+ 218.81% |
$1.07M - $1.18M
|
52.3K
$2.42M
|
|
|
Oct 16, 2020
Q3 2020
|
Prism Advisors, Inc.
|
BUY
|
- |
35.1K+ 7.0% |
$1.05M - $1.15M
|
536K
$24.8M
|
|
|
Nov 13, 2020
Q3 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
33.3K+ 4.64% |
$996K - $1.1M
|
751K
$34.7M
|
|
|
Oct 23, 2020
Q3 2020
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
27.5KNew |
$821K - $904K
|
27.5K
$1.27M
|
|
|
Nov 02, 2020
Q3 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
27.4K+ 9.58% |
$818K - $900K
|
313K
$14.5M
|
|
|
Oct 30, 2020
Q3 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
27.4K+ 8.52% |
$817K - $900K
|
348K
$16.1M
|
|
|
Oct 26, 2020
Q3 2020
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
26.4K+ 10.16% |
$789K - $869K
|
286K
$13.2M
|
|
|
Oct 29, 2020
Q3 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
24K+ 15.09% |
$716K - $788K
|
183K
$8.46M
|
|
|
Feb 05, 2021
Q3 2020
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
23.4KNew |
$699K - $769K
|
23.4K
$1.08M
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
22.2K+ 6.01% |
$665K - $732K
|
393K
$18.2M
|
|
|
Nov 09, 2020
Q3 2020
|
Csenge Advisory Group
|
BUY
|
- |
21.4K+ 107.43% |
$638K - $702K
|
41.2K
$1.91M
|
|
|
Oct 19, 2020
Q3 2020
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
20.9K+ 225.54% |
$624K - $687K
|
30.2K
$1.4M
|
|
|
Oct 27, 2020
Q3 2020
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
19.7K+ 11.88% |
$589K - $649K
|
186K
$8.59M
|
|
|
Oct 27, 2020
Q3 2020
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
17.4K+ 18.98% |
$520K - $572K
|
109K
$5.04M
|
|
|
Nov 06, 2020
Q3 2020
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
17.2K+ 8.94% |
$513K - $565K
|
209K
$9.68M
|
|
|
Oct 15, 2020
Q3 2020
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
16.7K+ 174.68% |
$498K - $548K
|
26.2K
$1.21M
|
|
|
Oct 29, 2020
Q3 2020
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.1K+ 3.75% |
$480K - $528K
|
444K
$20.5M
|
|
|
Oct 20, 2020
Q3 2020
|
Winthrop Advisory Group LLC
|
BUY
|
- |
15.8KNew |
$473K - $520K
|
15.8K
$732K
|
|
|
Oct 22, 2020
Q3 2020
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
15K+ 47.85% |
$449K - $494K
|
46.4K
$2.15M
|
|
|
Nov 04, 2020
Q3 2020
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
13.3K+ 6.45% |
$398K - $438K
|
220K
$10.2M
|