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
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-21.3K- 22.26% |
$636K - $700K
|
74.3K
$3.44M
|
|
|
Nov 02, 2020
Q3 2020
|
Kovack Advisors, Inc.
|
SELL
|
- |
-21.5K- 25.16% |
$641K - $706K
|
63.8K
$2.95M
|
|
|
Oct 13, 2020
Q3 2020
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-21.6K- 7.4% |
$646K - $711K
|
271K
$12.5M
|
|
|
Nov 09, 2020
Q3 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-22.4K- 49.79% |
$668K - $736K
|
22.6K
$1.04M
|
|
|
Nov 05, 2020
Q3 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-22.4K- 69.67% |
$669K - $736K
|
9.75K
$451K
|
|
|
Nov 16, 2020
Q3 2020
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-23.1K- 19.19% |
$691K - $760K
|
97.4K
$4.5M
|
|
|
Nov 13, 2020
Q3 2020
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-26.9K- 19.06% |
$802K - $883K
|
114K
$5.27M
|
|
|
Nov 12, 2020
Q3 2020
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-27.1K- 74.65% |
$809K - $890K
|
9.2K
$425K
|
|
|
Nov 16, 2020
Q3 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-27.8K- 37.76% |
$830K - $914K
|
45.8K
$2.12M
|
|
|
Oct 09, 2020
Q3 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-28.1K- 13.41% |
$840K - $925K
|
182K
$8.4M
|
|
|
Oct 13, 2020
Q3 2020
|
V Wealth Advisors LLC
|
SELL
|
- |
-29.3KClosed |
$876K - $964K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
First Command Bank
|
SELL
|
- |
-30.3K- 5.32% |
$905K - $996K
|
539K
$24.9M
|
|
|
Oct 19, 2020
Q3 2020
|
First Command Financial Services, Inc.
|
SELL
|
- |
-30.3K- 5.32% |
$905K - $996K
|
539K
$24.9M
|
|
|
Nov 12, 2020
Q3 2020
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-35.4K- 4.83% |
$1.06M - $1.16M
|
698K
$32.3M
|
|
|
Oct 27, 2020
Q3 2020
|
Apexium Financial, LP
|
SELL
|
- |
-43.8K- 23.87% |
$1.31M - $1.44M
|
140K
$6.47M
|
|
|
Nov 16, 2020
Q3 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-51.2KClosed |
$1.53M - $1.68M
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-51.4K- 4.4% |
$1.53M - $1.69M
|
1.12M
$51.6M
|
|
|
Nov 16, 2020
Q3 2020
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-55.2K- 23.3% |
$1.65M - $1.81M
|
182K
$8.4M
|
|
|
Nov 16, 2020
Q3 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-57K- 65.55% |
$1.7M - $1.87M
|
30K
$1.39M
|
|
|
Oct 29, 2020
Q3 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-58.2K- 2.26% |
$1.74M - $1.91M
|
2.52M
$116M
|
|
|
Nov 13, 2020
Q3 2020
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-58.7K- 24.07% |
$1.75M - $1.93M
|
185K
$8.55M
|
|
|
Nov 16, 2020
Q3 2020
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-63.3K- 2.28% |
$1.89M - $2.08M
|
2.71M
$125M
|
|
|
Nov 05, 2020
Q3 2020
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-66.5K- 0.7% |
$1.99M - $2.19M
|
9.44M
$437M
|
|
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-71.9K- 37.99% |
$2.15M - $2.36M
|
117K
$5.43M
|
|
|
Oct 21, 2020
Q3 2020
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-74K- 23.78% |
$2.21M - $2.43M
|
237K
$11M
|
|
|
Nov 02, 2020
Q3 2020
|
Ifg Advisory, LLC
|
SELL
|
- |
-77.4K- 12.95% |
$2.31M - $2.55M
|
520K
$24.1M
|
|
|
Nov 16, 2020
Q3 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-89.3K- 36.4% |
$2.67M - $2.94M
|
156K
$7.22M
|
|
|
Oct 08, 2020
Q3 2020
|
Larson Financial Group LLC
|
SELL
|
- |
-92K- 89.18% |
$2.75M - $3.03M
|
11.2K
$516K
|
|
|
Nov 12, 2020
Q3 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-93.9K- 2.36% |
$2.8M - $3.09M
|
3.88M
$179M
|
|
|
Nov 09, 2020
Q3 2020
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-119K- 0.81% |
$3.55M - $3.91M
|
14.6M
$676M
|
|
|
Nov 19, 2020
Q3 2020
|
Tru Independence LLC
|
SELL
|
- |
-119KClosed |
$3.56M - $3.92M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-132K- 9.94% |
$3.94M - $4.33M
|
1.19M
$55.2M
|
|
|
Oct 14, 2020
Q3 2020
|
Hbw Advisory Services LLC
|
SELL
|
- |
-139K- 72.72% |
$4.14M - $4.55M
|
52K
$2.4M
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-139K- 18.05% |
$4.14M - $4.56M
|
629K
$29.1M
|
|
|
Oct 30, 2020
Q3 2020
|
Petix & Botte CO
|
SELL
|
- |
-139K- 47.88% |
$4.14M - $4.56M
|
151K
$6.98M
|
|
|
Nov 13, 2020
Q3 2020
|
Truist Financial Corp
|
SELL
|
- |
-184K- 10.18% |
$5.49M - $6.05M
|
1.62M
$75M
|
|
|
Nov 02, 2020
Q3 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-191K- 82.17% |
$5.72M - $6.29M
|
41.5K
$1.92M
|
|
|
Nov 12, 2020
Q3 2020
|
Ubs Group Ag
|
SELL
|
- |
-241K- 2.78% |
$7.21M - $7.94M
|
8.45M
$391M
|
|
|
Nov 10, 2020
Q3 2020
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-253KClosed |
$7.56M - $8.32M
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-350K- 4.88% |
$10.5M - $11.5M
|
6.82M
$315M
|
|
|
Nov 04, 2020
Q3 2020
|
Prospera Financial Services Inc
|
SELL
|
- |
-576K- 91.33% |
$17.2M - $18.9M
|
54.7K
$2.53M
|
|
|
Nov 04, 2020
Q3 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-693K- 82.29% |
$20.7M - $22.8M
|
149K
$6.9M
|
|
|
Nov 06, 2020
Q3 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-723K- 80.7% |
$21.6M - $23.8M
|
173K
$8M
|
|
|
Nov 16, 2020
Q3 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-814K- 8.89% |
$24.3M - $26.8M
|
8.35M
$386M
|