Purchases and Sales Made in Q3 2021 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 2021. 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 12, 2021 Q3 2021
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
20K
+ 36.01%
$784K - $834K
75.5K $3.28M
Nov 01, 2021 Q3 2021
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
19.8K
+ 13.09%
$776K - $826K
171K $7.44M
Nov 10, 2021 Q3 2021
Avidian Wealth Solutions, LLC

BUY
 -
17.9K
+ 7.95%
$701K - $746K
243K $10.6M
Nov 12, 2021 Q3 2021
Chicago Partners Investment Group LLC

BUY
 -
17.1K
+ 25.02%
$672K - $715K
85.6K $3.72M
Nov 15, 2021 Q3 2021
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
17.1K
+ 187.0%
$671K - $714K
26.3K $1.14M
Nov 01, 2021 Q3 2021
Bickling Financial Services, Inc.

Lexington, MA
BUY
 -
16.5K
+ 12.31%
$647K - $689K
151K $6.55M
Nov 05, 2021 Q3 2021
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
16.2K
+ 4.14%
$635K - $676K
408K $17.7M
Jan 02, 2024 Q3 2021
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
15.5K
+ 6.97%
$609K - $649K
239K $10.4M
Nov 12, 2021 Q3 2021
Insight Advisors, LLC

Newtown, PA
BUY
 -
15.5K
+ 21.78%
$608K - $647K
86.7K $3.77M
Nov 10, 2021 Q3 2021
Mercer Global Advisors Inc

Denver, CO
BUY
 -
15.3K
+ 33.48%
$601K - $640K
61.1K $2.66M
Oct 07, 2021 Q3 2021
Rvw Wealth, LLC

BUY
 -
13.6K
+ 3.88%
$534K - $568K
365K $15.9M
Oct 26, 2021 Q3 2021
Prism Advisors, Inc.

BUY
 -
13.5K
+ 2.61%
$529K - $563K
531K $23.1M
Nov 12, 2021 Q3 2021
Steward Partners Investment Advisory, LLC

BUY
 -
13.4K
+ 4.33%
$526K - $559K
323K $14.1M
Nov 12, 2021 Q3 2021
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
13.4K
New
$523K - $557K
13.4K $580K
Oct 28, 2021 Q3 2021
Signal Point Asset Management, LLC

BUY
 -
13.2K
+ 17.52%
$516K - $550K
88.4K $3.84M
Nov 05, 2021 Q3 2021
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
13.1K
+ 137.38%
$512K - $545K
22.6K $981K
Nov 04, 2021 Q3 2021
Prw Wealth Management LLC

BUY
 -
12.2K
New
$477K - $508K
12.2K $529K
Nov 15, 2021 Q3 2021
Pfs Investments Inc.

Duluth, GA
BUY
 -
11.9K
+ 3.48%
$468K - $498K
355K $15.4M
Oct 21, 2021 Q3 2021
Fulcrum Capital LLC

BUY
 -
11.9K
New
$465K - $494K
11.9K $515K
Oct 15, 2021 Q3 2021
Spectrum Wealth Advisory Group, LLC

BUY
 -
10.9K
+ 2.6%
$426K - $454K
429K $18.6M
Nov 01, 2021 Q3 2021
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
10.2K
New
$398K - $424K
10.2K $442K
Oct 29, 2021 Q3 2021
Janney Montgomery Scott LLC

BUY
 -
8.97K
+ 0.83%
$352K - $374K
1.08M $47.1M
Nov 16, 2021 Q3 2021
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
8.8K
+ 9.53%
$345K - $367K
101K $4.4M
Nov 12, 2021 Q3 2021
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
8.77K
+ 1161.59%
$344K - $366K
9.53K $414K
Nov 15, 2021 Q3 2021
Lion Street Advisors, LLC

BUY
 -
8.25K
New
$324K - $344K
8.25K $359K
Nov 08, 2021 Q3 2021
Americana Partners, LLC

Houston, TX
BUY
 -
8.17K
+ 11.64%
$320K - $341K
78.3K $3.4M
Oct 06, 2021 Q3 2021
Ifp Advisors, Inc

BUY
 -
7.77K
+ 3.8%
$305K - $324K
212K $9.22M
Nov 12, 2021 Q3 2021
Tru Independence LLC

BUY
 -
7.4K
+ 4.56%
$290K - $309K
170K $7.38M
Nov 05, 2021 Q3 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
7.35K
+ 0.19%
$288K - $306K
3.89M $169M
Nov 03, 2021 Q3 2021
Camden Capital, LLC

BUY
 -
6.76K
New
$265K - $282K
6.76K $294K
Nov 09, 2021 Q3 2021
Geneos Wealth Management Inc.

BUY
 -
6.71K
+ 4.25%
$263K - $280K
164K $7.15M
Oct 12, 2021 Q3 2021
Harbor Investment Advisory, LLC

BUY
 -
6.57K
+ 5.71%
$257K - $274K
122K $5.29M
Nov 05, 2021 Q3 2021
Pfg Advisors

BUY
 -
6.46K
+ 5.38%
$253K - $269K
127K $5.5M
Feb 15, 2022 Q3 2021
Awm Capital, LLC

BUY
 -
6.43K
New
$252K - $268K
6.43K $279K
Nov 05, 2021 Q3 2021
Calton & Associates, Inc.

BUY
 -
6.39K
+ 5.07%
$251K - $267K
132K $5.76M
Nov 15, 2021 Q3 2021
Zacks Investment Management

Chicago, IL
BUY
 -
6.18K
New
$242K - $258K
6.18K $269K
Nov 15, 2021 Q3 2021
Acorn Financial Advisory Services Inc

BUY
 -
6.05K
+ 9.21%
$237K - $252K
71.7K $3.12M
Oct 28, 2021 Q3 2021
Dynamic Advisor Solutions LLC

BUY
 -
5.95K
+ 2.63%
$233K - $248K
232K $10.1M
Nov 15, 2021 Q3 2021
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
5.54K
+ 4.79%
$217K - $231K
121K $5.27M
Nov 12, 2021 Q3 2021
Mai Capital Management

BUY
 -
5.5K
+ 7.4%
$216K - $229K
79.8K $3.47M
Oct 21, 2021 Q3 2021
Park Avenue Securities LLC

BUY
 -
5.45K
+ 18.72%
$214K - $227K
34.5K $1.5M
Nov 09, 2021 Q3 2021
Valmark Advisers, Inc.

BUY
 -
5.32K
+ 5.75%
$209K - $222K
97.9K $4.26M
Nov 09, 2021 Q3 2021
Sawtooth Solutions, LLC

BUY
 -
5.23K
+ 25.28%
$205K - $218K
25.9K $1.13M
Oct 14, 2021 Q3 2021
Purus Wealth Management, LLC

BUY
 -
5.12K
New
$201K - $214K
5.12K $223K
Nov 15, 2021 Q3 2021
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
5.11K
+ 4.51%
$200K - $213K
118K $5.15M
Oct 12, 2021 Q3 2021
Cypress Capital Group

BUY
 -
5.06K
+ 26.14%
$199K - $211K
24.4K $1.06M
Nov 01, 2021 Q3 2021
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
5.05K
+ 5.49%
$198K - $211K
96.9K $4.21M
Oct 08, 2021 Q3 2021
Creative Financial Designs Inc

BUY
 -
5.05K
+ 8.73%
$198K - $210K
62.8K $2.73M
Nov 15, 2021 Q3 2021
Founders Financial Securities LLC

BUY
 -
4.99K
+ 2.61%
$196K - $208K
196K $8.52M

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