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 09, 2020
Q3 2020
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.76K- 3.18% |
$82.6K - $90.9K
|
84.1K
$3.89M
|
|
|
Oct 29, 2020
Q3 2020
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2.8K- 2.65% |
$83.6K - $92K
|
103K
$4.76M
|
|
|
Nov 03, 2020
Q3 2020
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.81K- 14.61% |
$83.9K - $92.3K
|
16.4K
$759K
|
|
|
Oct 29, 2020
Q3 2020
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.82K- 8.26% |
$84.1K - $92.6K
|
31.3K
$1.45M
|
|
|
Nov 12, 2020
Q3 2020
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.92K- 4.25% |
$87.2K - $96K
|
65.8K
$3.04M
|
|
|
Oct 20, 2020
Q3 2020
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-2.99K- 28.68% |
$89.4K - $98.4K
|
7.44K
$344K
|
|
|
Nov 05, 2020
Q3 2020
|
Atlas Private Wealth Management
|
SELL
|
- |
-3K- 6.78% |
$89.7K - $98.7K
|
41.2K
$1.91M
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.06KClosed |
$91.3K - $100K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.08K- 13.27% |
$91.9K - $101K
|
20.1K
$930K
|
|
|
Oct 19, 2020
Q3 2020
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.5K- 7.58% |
$104K - $115K
|
42.6K
$1.97M
|
|
|
Nov 02, 2020
Q3 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-3.5K- 5.56% |
$105K - $115K
|
59.5K
$2.75M
|
|
|
Oct 30, 2020
Q3 2020
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.67K- 3.01% |
$110K - $121K
|
118K
$5.48M
|
|
|
Nov 13, 2020
Q3 2020
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.16K- 5.67% |
$124K - $137K
|
69.1K
$3.2M
|
|
|
Oct 13, 2020
Q3 2020
|
Pfg Advisors
|
SELL
|
- |
-4.23K- 3.24% |
$126K - $139K
|
126K
$5.84M
|
|
|
Oct 19, 2020
Q3 2020
|
Cwm, LLC
|
SELL
|
- |
-4.23K- 2.82% |
$126K - $139K
|
146K
$6.75M
|
|
|
Nov 16, 2020
Q3 2020
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.24K- 6.36% |
$127K - $139K
|
62.4K
$2.89M
|
|
|
Nov 04, 2020
Q3 2020
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-4.54K- 14.83% |
$136K - $149K
|
26.1K
$1.21M
|
|
|
Nov 05, 2020
Q3 2020
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.66K- 28.04% |
$139K - $153K
|
12K
$553K
|
|
|
Oct 06, 2020
Q3 2020
|
Tsfg, LLC
|
SELL
|
- |
-4.71KClosed |
$141K - $155K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-5.04K- 16.57% |
$151K - $166K
|
25.4K
$1.17M
|
|
|
Nov 16, 2020
Q3 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.44K- 45.31% |
$163K - $179K
|
6.57K
$304K
|
|
|
Nov 02, 2020
Q3 2020
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-5.51K- 23.49% |
$165K - $181K
|
17.9K
$830K
|
|
|
Nov 02, 2020
Q3 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-6.2K- 34.73% |
$185K - $204K
|
11.7K
$539K
|
|
|
Sep 07, 2021
Q3 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.96K- 5.37% |
$208K - $229K
|
123K
$5.68M
|
|
|
Oct 14, 2020
Q3 2020
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-7.06KClosed |
$211K - $232K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.38K- 13.8% |
$220K - $243K
|
46.1K
$2.13M
|
|
|
Oct 30, 2020
Q3 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-8.63KClosed |
$258K - $284K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-8.67KClosed |
$259K - $285K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-9.76K- 35.92% |
$292K - $321K
|
17.4K
$805K
|
|
|
Nov 13, 2020
Q3 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-9.84KClosed |
$294K - $324K
|
0
$0
|
|
|
Dec 18, 2020
Q3 2020
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-9.88K- 7.24% |
$295K - $325K
|
127K
$5.85M
|
|
|
Nov 19, 2020
Q3 2020
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.4K- 4.48% |
$311K - $342K
|
222K
$10.3M
|
|
|
Nov 13, 2020
Q3 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-10.6K- 2.1% |
$318K - $350K
|
495K
$22.9M
|
|
|
Oct 13, 2020
Q3 2020
|
Dfpg Investments, LLC
|
SELL
|
- |
-11K- 25.71% |
$327K - $360K
|
31.7K
$1.46M
|
|
|
Nov 16, 2020
Q3 2020
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-11.3K- 52.64% |
$337K - $370K
|
10.1K
$469K
|
|
|
Oct 28, 2020
Q3 2020
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-11.3K- 9.96% |
$337K - $371K
|
102K
$4.72M
|
|
|
Nov 16, 2020
Q3 2020
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-11.4K- 16.32% |
$341K - $375K
|
58.5K
$2.7M
|
|
|
Nov 13, 2020
Q3 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.5K- 22.36% |
$373K - $411K
|
43.4K
$2.01M
|
|
|
Nov 12, 2020
Q3 2020
|
1776 Wealth LLC
|
SELL
|
- |
-12.6K- 10.33% |
$376K - $414K
|
109K
$5.05M
|
|
|
Oct 30, 2020
Q3 2020
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-12.7K- 62.54% |
$380K - $418K
|
7.62K
$352K
|
|
|
Nov 12, 2020
Q3 2020
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-13.7K- 51.56% |
$410K - $451K
|
12.9K
$596K
|
|
|
Oct 26, 2020
Q3 2020
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-14.3K- 48.26% |
$427K - $470K
|
15.3K
$709K
|
|
|
Dec 09, 2020
Q3 2020
|
Advisory Resource Group
|
SELL
|
- |
-14.7K- 4.91% |
$438K - $483K
|
284K
$13.1M
|
|
|
Nov 14, 2024
Q3 2020
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-14.7KClosed |
$440K - $484K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Belpointe Asset Management LLC
|
SELL
|
- |
-15.4K- 82.83% |
$460K - $507K
|
3.2K
$148K
|
|
|
Nov 16, 2020
Q3 2020
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-16.3K- 28.84% |
$487K - $536K
|
40.2K
$1.86M
|
|
|
Oct 21, 2020
Q3 2020
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-18.2K- 15.06% |
$544K - $599K
|
103K
$4.75M
|
|
|
Dec 07, 2020
Q3 2020
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-18.6KClosed |
$556K - $613K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Trilogy Capital Inc.
|
SELL
|
- |
-18.7K- 1.62% |
$560K - $616K
|
1.14M
$52.7M
|
|
|
Jul 24, 2024
Q3 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-19.6K- 21.11% |
$585K - $644K
|
73.2K
$3.38M
|