Purchases and Sales Made in Q3 2020 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 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 10, 2020 Q3 2020
Hexagon Capital Partners LLC

BUY
 -
1.03K
New
$30.8K - $33.9K
1.03K $47.7K
Nov 13, 2020 Q3 2020
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
1.01K
+ 6.99%
$30.1K - $33.2K
15.5K $714K
Oct 29, 2020 Q3 2020
Prw Wealth Management LLC

BUY
 -
1K
+ 8.53%
$29.9K - $32.9K
12.7K $588K
Nov 12, 2020 Q3 2020
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
908
+ 69.85%
$27.1K - $29.9K
2.21K $102K
Sep 07, 2021 Q3 2020
Newbridge Financial Services Group, Inc.

BUY
 -
830
New
$24.8K - $27.3K
830 $38.4K
Nov 10, 2020 Q3 2020
Fin Trust Capital Advisors, LLC

BUY
 -
785
+ 172.53%
$23.4K - $25.8K
1.24K $57.3K
Nov 10, 2020 Q3 2020
Walkner Condon Financial Advisors LLC

BUY
 -
711
+ 6.08%
$21.2K - $23.4K
12.4K $574K
Nov 04, 2020 Q3 2020
Comerica Securities,Inc.

BUY
 -
661
+ 1.96%
$19.7K - $21.7K
34.5K $1.59M
Nov 18, 2020 Q3 2020
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
621
+ 0.27%
$18.5K - $20.4K
226K $10.5M
Oct 20, 2020 Q3 2020
Moloney Securities Asset Management, LLC

BUY
 -
515
+ 1.63%
$15.4K - $16.9K
32.2K $1.49M
Nov 13, 2020 Q3 2020
Formidable Asset Management, LLC

Cincinnati, OH
BUY
 -
461
+ 4.63%
$13.8K - $15.2K
10.4K $482K
Oct 26, 2020 Q3 2020
Savior LLC

BUY
 -
440
+ 1760.0%
$13.1K - $14.5K
465 $21.5K
Nov 10, 2020 Q3 2020
Roble, Belko & Company, Inc

Sewickley, PA
BUY
 -
429
+ 62.26%
$12.8K - $14.1K
1.12K $51.7K
Nov 06, 2020 Q3 2020
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
400
New
$11.9K - $13.2K
400 $18.5K
Oct 27, 2020 Q3 2020
Fiduciary Planning LLC

Coral Springs, FL
BUY
 -
389
New
$11.6K - $12.8K
389 $18K
Nov 13, 2020 Q3 2020
Veritable, L.P.

Newtown Square, PA
BUY
 -
376
+ 2.94%
$11.2K - $12.4K
13.2K $609K
Oct 06, 2020 Q3 2020
Gradient Investments LLC

BUY
 -
366
+ 202.21%
$10.9K - $12K
547 $25.3K
Nov 12, 2020 Q3 2020
Adams Wealth Management

BUY
 -
362
New
$10.8K - $11.9K
362 $16.7K
Nov 09, 2023 Q3 2020
Brewin Dolphin Wealth Management LTD

Conskleagh, Dublin, L2
BUY
 -
350
+ 2.37%
$10.5K - $11.5K
15.1K $700K
Oct 23, 2020 Q3 2020
Concorde Asset Management, LLC

BUY
 -
279
+ 0.8%
$8.33K - $9.17K
35.2K $1.63M
Oct 06, 2020 Q3 2020
Trust CO

BUY
 -
245
New
$7.32K - $8.06K
245 $11.3K
Nov 13, 2020 Q3 2020
Aspire Private Capital, LLC

BUY
 -
222
New
$6.63K - $7.3K
222 $10.3K
Oct 19, 2020 Q3 2020
Mbe Wealth Management, LLC

BUY
 -
214
+ 0.09%
$6.39K - $7.04K
227K $10.5M
Oct 14, 2020 Q3 2020
Raymond James Trust N.A.

BUY
 -
170
+ 0.31%
$5.08K - $5.59K
55.7K $2.58M
Nov 13, 2020 Q3 2020
Holistic Financial Partners

BUY
 -
160
+ 1.52%
$4.78K - $5.26K
10.7K $493K
Nov 10, 2020 Q3 2020
Arkadios Wealth Advisors

BUY
 -
69
+ 0.48%
$2.06K - $2.27K
14.5K $669K
Nov 12, 2020 Q3 2020
Plante Moran Financial Advisors, LLC

BUY
 -
62
+ 8.67%
$1.85K - $2.04K
777 $35.9K
Nov 18, 2020 Q3 2020
Financial Enhancement Group LLC

Anderson, IN
BUY
 -
50
New
$1.49K - $1.64K
50 $2.31K
Nov 16, 2020 Q3 2020
Advisory Alpha, LLC

BUY
 -
50
New
$1.49K - $1.64K
50 $2.31K
Nov 13, 2020 Q3 2020
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
42
+ 0.37%
$1.25K - $1.38K
11.3K $524K
Nov 13, 2020 Q3 2020
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
30
+ 3.69%
$896 - $986
842 $38.9K
Oct 19, 2020 Q3 2020
Ellis Investment Partners, LLC

BUY
 -
11
+ 0.52%
$329 - $362
2.13K $98.4K
Oct 30, 2020 Q3 2020
Jacobi Capital Management LLC

BUY
 -
9
+ 0.57%
$269 - $296
1.58K $72.9K
Nov 12, 2020 Q3 2020
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
6
+ 0.61%
$179 - $197
994 $46K
Oct 28, 2020 Q3 2020
Valeo Financial Advisors, LLC

BUY
 -
4
+ 0.54%
$119 - $132
743 $34.4K
Jul 17, 2024 Q3 2020
Kelly Financial Services LLC

Braintree, MA
BUY
 -
2
+ 0.55%
$59.7 - $65.8
366 $16.9K
May 15, 2024 Q3 2020
Global Financial Private Client, LLC

Sarasota, FL
SELL
 -
-37
- 18.32%
$1.11K - $1.22K
165 $7.63K
Nov 19, 2020 Q3 2020
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-44
- 0.14%
$1.31K - $1.45K
30.4K $1.41M
Oct 08, 2020 Q3 2020
Old Port Advisors

SELL
 -
-45
- 0.23%
$1.34K - $1.48K
19.9K $921K
Oct 27, 2020 Q3 2020
Pinnacle Financial Partners Inc

SELL
 -
-50
- 6.67%
$1.49K - $1.64K
700 $32.4K
Oct 16, 2020 Q3 2020
Toth Financial Advisory Corp

SELL
 -
-59
Closed
$1.76K - $1.94K
0 $0
Nov 12, 2020 Q3 2020
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-65
Closed
$1.94K - $2.14K
0 $0
Nov 13, 2020 Q3 2020
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-73
- 0.77%
$2.18K - $2.4K
9.41K $435K
Oct 06, 2020 Q3 2020
Optimum Investment Advisors

SELL
 -
-77
- 3.49%
$2.3K - $2.53K
2.13K $98.4K
Nov 13, 2020 Q3 2020
Integrated Wealth Concepts LLC

SELL
 -
-86
- 0.24%
$2.57K - $2.83K
36.3K $1.68M
Oct 08, 2020 Q3 2020
Moody National Bank Trust Division

SELL
 -
-96
- 1.29%
$2.87K - $3.16K
7.33K $339K
Oct 13, 2020 Q3 2020
Pinnacle Bancorp, Inc.

SELL
 -
-100
- 2.93%
$2.99K - $3.29K
3.32K $153K
Oct 13, 2020 Q3 2020
Rda Financial Network

SELL
 -
-100
- 1.06%
$2.99K - $3.29K
9.3K $430K
Nov 13, 2020 Q3 2020
Assetmark, Inc

SELL
 -
-146
Closed
$4.36K - $4.8K
0 $0

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