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 13, 2020
Q3 2020
|
Belpointe Asset Management LLC
|
BUY
|
- |
13.1K+ 235.96% |
$390K - $430K
|
18.6K
$865K
|
|
|
Nov 13, 2020
Q3 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
12.4K+ 14.03% |
$370K - $407K
|
101K
$4.68M
|
|
|
Nov 06, 2020
Q3 2020
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
12.2K+ 32.17% |
$366K - $402K
|
50.3K
$2.34M
|
|
|
Nov 13, 2020
Q3 2020
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.5K+ 9.22% |
$343K - $378K
|
136K
$6.33M
|
|
|
Oct 27, 2020
Q3 2020
|
Western Wealth Management, LLC
|
BUY
|
- |
10.9K+ 14.22% |
$325K - $358K
|
87.5K
$4.07M
|
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
10.4KNew |
$311K - $343K
|
10.4K
$485K
|
|
|
Nov 13, 2020
Q3 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
9.8KNew |
$293K - $322K
|
9.8K
$456K
|
|
|
Nov 13, 2020
Q3 2020
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
9.66K+ 11.88% |
$289K - $318K
|
91K
$4.23M
|
|
|
Nov 02, 2020
Q3 2020
|
D.A. Davidson & Co.
|
BUY
|
- |
9.14K+ 2.19% |
$273K - $301K
|
426K
$19.8M
|
|
|
Nov 09, 2020
Q3 2020
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.88K+ 18.53% |
$265K - $292K
|
56.8K
$2.64M
|
|
|
Nov 04, 2020
Q3 2020
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.77K+ 2.51% |
$262K - $288K
|
358K
$16.6M
|
|
|
Oct 21, 2020
Q3 2020
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.71K+ 19.14% |
$230K - $253K
|
48K
$2.23M
|
|
|
Nov 09, 2020
Q3 2020
|
Andesa Financial Management Inc.
|
BUY
|
- |
7.68KNew |
$229K - $252K
|
7.68K
$357K
|
|
|
Nov 09, 2020
Q3 2020
|
Fifth Third Bancorp
|
BUY
|
- |
7.51K+ 751.4% |
$224K - $247K
|
8.51K
$396K
|
|
|
Oct 29, 2020
Q3 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.25K+ 13.48% |
$217K - $239K
|
61.1K
$2.84M
|
|
|
Nov 12, 2020
Q3 2020
|
Acg Wealth
|
BUY
|
- |
6.98K+ 72.52% |
$208K - $229K
|
16.6K
$772K
|
|
|
Oct 26, 2020
Q3 2020
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
6.7KNew |
$200K - $220K
|
6.7K
$311K
|
|
|
Oct 29, 2020
Q3 2020
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.39KNew |
$191K - $210K
|
6.39K
$297K
|
|
|
Oct 06, 2020
Q3 2020
|
Ballew Advisors, Inc
|
BUY
|
- |
5.93K+ 13.39% |
$177K - $195K
|
50.2K
$2.33M
|
|
|
Nov 03, 2020
Q3 2020
|
Park Avenue Securities LLC
|
BUY
|
- |
5.72K+ 47.72% |
$171K - $188K
|
17.7K
$823K
|
|
|
Nov 16, 2020
Q3 2020
|
Signal Point Asset Management, LLC
|
BUY
|
- |
5.58K+ 35.2% |
$167K - $183K
|
21.4K
$995K
|
|
|
Nov 13, 2020
Q3 2020
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.5K+ 13.24% |
$164K - $181K
|
47.1K
$2.19M
|
|
|
Oct 22, 2020
Q3 2020
|
D.B. Root & Company, LLC
|
BUY
|
- |
4.91K+ 11.11% |
$147K - $161K
|
49.1K
$2.28M
|
|
|
Nov 12, 2020
Q3 2020
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.64K+ 62.4% |
$139K - $153K
|
12.1K
$562K
|
|
|
Oct 08, 2020
Q3 2020
|
Central Bank & Trust CO
|
BUY
|
- |
4.53KNew |
$135K - $149K
|
4.53K
$211K
|
|
|
Oct 09, 2020
Q3 2020
|
Rvw Wealth, LLC
|
BUY
|
- |
4.34K+ 1.48% |
$130K - $143K
|
297K
$13.8M
|
|
|
Sep 15, 2021
Q3 2020
|
Cwm, LLC
|
BUY
|
- |
4.23K+ 2.9% |
$126K - $139K
|
150K
$6.98M
|
|
|
Oct 13, 2020
Q3 2020
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.18K+ 17.05% |
$125K - $137K
|
28.7K
$1.33M
|
|
|
Oct 29, 2020
Q3 2020
|
Caprock Group, Inc.
|
BUY
|
- |
3.95K+ 37.33% |
$118K - $130K
|
14.5K
$676K
|
|
|
Oct 19, 2020
Q3 2020
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.73K+ 21.69% |
$111K - $123K
|
20.9K
$972K
|
|
|
Jan 08, 2024
Q3 2020
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.67K+ 2.1% |
$110K - $121K
|
179K
$8.3M
|
|
|
Nov 12, 2020
Q3 2020
|
Stone X Group Inc.
|
BUY
|
- |
3.08K+ 2.08% |
$92.1K - $101K
|
152K
$7.05M
|
|
|
Nov 16, 2020
Q3 2020
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
3.08K+ 12.58% |
$91.9K - $101K
|
27.5K
$1.28M
|
|
|
Nov 10, 2020
Q3 2020
|
Us Bancorp \De\
|
BUY
|
- |
2.73K+ 0.62% |
$81.5K - $89.7K
|
446K
$20.7M
|
|
|
Dec 10, 2020
Q3 2020
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.66K+ 6.57% |
$79.5K - $87.5K
|
43.2K
$2.01M
|
|
|
Oct 06, 2020
Q3 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
2.12K+ 3.89% |
$63.2K - $69.6K
|
56.6K
$2.63M
|
|
|
Oct 30, 2020
Q3 2020
|
Whittier Trust CO
|
BUY
|
- |
2KNew |
$59.7K - $65.8K
|
2K
$93K
|
|
|
Nov 03, 2020
Q3 2020
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.85K+ 0.52% |
$55.3K - $60.9K
|
358K
$16.7M
|
|
|
Oct 28, 2020
Q3 2020
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.83K+ 2.7% |
$54.7K - $60.2K
|
69.7K
$3.24M
|
|
|
Nov 06, 2020
Q3 2020
|
M&T Bank Corp
|
BUY
|
- |
1.81K+ 17.54% |
$54.1K - $59.6K
|
12.1K
$565K
|
|
|
Nov 06, 2020
Q3 2020
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.62K+ 9.21% |
$48.4K - $53.3K
|
19.2K
$893K
|
|
|
Nov 10, 2020
Q3 2020
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.52K+ 20.95% |
$45.3K - $49.9K
|
8.76K
$407K
|
|
|
Oct 15, 2020
Q3 2020
|
Ford Financial Group, LLC
|
BUY
|
- |
1.45K+ 5.84% |
$43.4K - $47.7K
|
26.3K
$1.22M
|
|
|
Oct 20, 2020
Q3 2020
|
Wedbush Securities Inc
|
BUY
|
- |
1.41K+ 0.8% |
$42.2K - $46.4K
|
178K
$8.3M
|
|
|
Nov 05, 2020
Q3 2020
|
Washington Trust CO
|
BUY
|
- |
1.25KNew |
$37.3K - $41.1K
|
1.25K
$58.1K
|
|
|
Dec 21, 2020
Q3 2020
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.16K+ 94.93% |
$34.6K - $38.1K
|
2.38K
$111K
|
|
|
Oct 27, 2020
Q3 2020
|
Parallel Advisors, LLC
|
BUY
|
- |
1.15KNew |
$34.4K - $37.8K
|
1.15K
$53.5K
|
|
|
Nov 12, 2020
Q3 2020
|
Psi Advisors, LLC
|
BUY
|
- |
1.14K+ 1.31% |
$34.1K - $37.5K
|
88.1K
$4.1M
|
|
|
Oct 23, 2020
Q3 2020
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.13K+ 1.13% |
$33.6K - $37K
|
101K
$4.68M
|
|
|
Dec 10, 2020
Q3 2020
|
Nvwm, LLC
|
BUY
|
- |
1.1KNew |
$32.9K - $36.2K
|
1.1K
$51.1K
|