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 13, 2020 Q3 2020
Assetmark, Inc

SELL
 -
-146
Closed
$4.36K - $4.8K
0 $0
Oct 28, 2020 Q3 2020
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-188
- 41.32%
$5.62K - $6.18K
267 $11.9K
Oct 20, 2020 Q3 2020
Bartlett & Co. LLC

SELL
 -
-212
Closed
$6.33K - $6.97K
0 $0
Feb 13, 2024 Q3 2020
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-212
Closed
$6.33K - $6.97K
0 $0
Nov 12, 2020 Q3 2020
First Horizon Advisors, Inc.

SELL
 -
-213
Closed
$6.36K - $7K
0 $0
Oct 26, 2020 Q3 2020
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
SELL
 -
-216
- 0.38%
$6.45K - $7.1K
56.4K $2.51M
Oct 28, 2020 Q3 2020
Weaver Consulting Group

SELL
 -
-280
- 7.17%
$8.36K - $9.21K
3.62K $161K
Nov 13, 2020 Q3 2020
Beaton Management Co. Inc.

Haverhill, MA
SELL
 -
-300
- 3.98%
$8.96K - $9.86K
7.23K $321K
Oct 16, 2020 Q3 2020
Rosenberg Matthew Hamilton

SELL
 -
-300
Closed
$8.96K - $9.86K
0 $0
Nov 18, 2020 Q3 2020
Stonebridge Capital Advisors LLC

St Paul, MN
SELL
 -
-400
Closed
$11.9K - $13.2K
0 $0
Oct 13, 2020 Q3 2020
Murphy, Middleton, Hinkle & Parker, Inc.

SELL
 -
-404
- 2.25%
$12.1K - $13.3K
17.6K $781K
Oct 13, 2020 Q3 2020
North Star Investment Management Corp.

Chicago, IL
SELL
 -
-409
- 29.9%
$12.2K - $13.4K
959 $42.6K
Oct 09, 2020 Q3 2020
Global Retirement Partners, LLC

SELL
 -
-410
- 1.01%
$12.2K - $13.5K
40.1K $1.78M
Oct 16, 2020 Q3 2020
Santori & Peters, Inc.

SELL
 -
-443
- 1.95%
$13.2K - $14.6K
22.2K $988K
Nov 03, 2020 Q3 2020
Allworth Financial LP

SELL
 -
-443
- 57.68%
$13.2K - $14.6K
325 $14.4K
Nov 12, 2020 Q3 2020
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-447
- 3.11%
$13.4K - $14.7K
13.9K $620K
Nov 10, 2020 Q3 2020
Laurel Wealth Advisors LLC

Charlotte, NC
SELL
 -
-500
- 24.39%
$14.9K - $16.4K
1.55K $68.9K
Jul 09, 2024 Q3 2020
Strategic Financial Partners, Ltd.

Bend, OR
SELL
 -
-508
- 3.55%
$15.2K - $16.7K
13.8K $614K
Oct 01, 2020 Q3 2020
Park National Corp

SELL
 -
-533
- 0.14%
$15.9K - $17.5K
376K $16.7M
Nov 12, 2020 Q3 2020
Bellevue Asset Management, LLC

Bellevue, WA
SELL
 -
-550
- 6.15%
$16.4K - $18.1K
8.39K $373K
Oct 08, 2020 Q3 2020
Clarus Wealth Advisors

SELL
 -
-570
- 3.32%
$17K - $18.7K
16.6K $737K
Nov 13, 2020 Q3 2020
Keystone Financial Group

SELL
 -
-656
- 0.96%
$19.6K - $21.6K
67.9K $3.02M
Oct 15, 2020 Q3 2020
Arlington Partners LLC

SELL
 -
-665
- 17.69%
$19.9K - $21.9K
3.1K $138K
Nov 16, 2020 Q3 2020
Baker Avenue Asset Management, LP

SELL
 -
-721
- 3.09%
$21.5K - $23.7K
22.6K $1.01M
Nov 10, 2020 Q3 2020
Capital Square, LLC

SELL
 -
-787
- 5.04%
$23.5K - $25.9K
14.8K $660K
Nov 12, 2020 Q3 2020
Pacific Sun Financial Corp

SELL
 -
-790
- 1.47%
$23.6K - $26K
52.8K $2.35M
Nov 06, 2020 Q3 2020
Advisor Net Financial, Inc

SELL
 -
-825
- 29.93%
$24.6K - $27.1K
1.93K $85.9K
Oct 29, 2020 Q3 2020
Insight Wealth Strategies, LLC

San Ramon, CA
SELL
 -
-846
- 8.34%
$25.3K - $27.8K
9.29K $413K
Nov 16, 2020 Q3 2020
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-863
- 2.29%
$25.8K - $28.4K
36.9K $1.64M
Nov 12, 2020 Q3 2020
Smith, Moore & Co.

Clayton, MO
SELL
 -
-910
- 5.82%
$27.2K - $29.9K
14.7K $655K
Nov 05, 2020 Q3 2020
Woodley Farra Manion Portfolio Management Inc

SELL
 -
-967
Closed
$28.9K - $31.8K
0 $0
Nov 09, 2020 Q3 2020
Moors & Cabot, Inc.

Boston, MA
SELL
 -
-1.11K
- 4.49%
$33.1K - $36.4K
23.6K $1.05M
Nov 12, 2020 Q3 2020
E Rn Financial, LLC

SELL
 -
-1.16K
- 3.39%
$34.7K - $38.2K
33.1K $1.47M
Oct 14, 2020 Q3 2020
Westside Investment Management, Inc.

SELL
 -
-1.2K
Closed
$35.8K - $39.5K
0 $0
Nov 12, 2020 Q3 2020
Sargent Investment Group, LLC

SELL
 -
-1.34K
- 5.04%
$39.9K - $43.9K
25.1K $1.12M
Nov 16, 2020 Q3 2020
M Holdings Securities, Inc.

Portland, OR
SELL
 -
-1.37K
- 4.32%
$40.9K - $45K
30.3K $1.35M
Nov 12, 2020 Q3 2020
Wintrust Investments LLC

Chicago, IL
SELL
 -
-1.41K
- 0.6%
$42.2K - $46.5K
233K $10.3M
Oct 08, 2020 Q3 2020
Beacon Financial Advisory LLC

SELL
 -
-1.51K
- 2.0%
$45.2K - $49.7K
74K $3.29M
Oct 30, 2020 Q3 2020
Huntington National Bank

Columbus, OH
SELL
 -
-1.52K
- 13.34%
$45.3K - $49.8K
9.84K $437K
Nov 03, 2020 Q3 2020
Curtis Advisory Group, LLC

Santa Barbara, CA
SELL
 -
-1.63K
- 1.84%
$48.6K - $53.5K
87.1K $3.87M
Nov 13, 2020 Q3 2020
Mc Ilrath & Eck, LLC

SELL
 -
-1.66K
Closed
$49.7K - $54.7K
0 $0
Oct 07, 2020 Q3 2020
Beam Wealth Advisors, Inc.

SELL
 -
-1.73K
- 9.53%
$51.7K - $56.9K
16.4K $730K
Nov 17, 2020 Q3 2020
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-1.82K
- 49.59%
$54.3K - $59.7K
1.85K $82.1K
Nov 02, 2020 Q3 2020
Planning Directions Inc

SELL
 -
-2.05K
- 3.94%
$61.3K - $67.5K
50K $2.23M
Oct 14, 2020 Q3 2020
Baystate Wealth Management LLC

SELL
 -
-2.12K
- 4.54%
$63.2K - $69.6K
44.5K $1.98M
Oct 13, 2020 Q3 2020
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-2.18K
- 9.62%
$65.1K - $71.7K
20.5K $911K
Nov 04, 2020 Q3 2020
New Square Capital LLC

SELL
 -
-2.23K
Closed
$66.5K - $73.2K
0 $0
Nov 13, 2020 Q3 2020
Archer Investment Corp

SELL
 -
-2.26K
- 16.73%
$67.5K - $74.3K
11.2K $500K
Nov 03, 2020 Q3 2020
Strategy Asset Managers LLC

SELL
 -
-2.42K
- 6.19%
$72.4K - $79.7K
36.7K $1.63M

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