Purchases and Sales Made in Q4 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 Q4 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
Feb 12, 2021 Q4 2020
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
1.6M
+ 19.14%
$50.1M - $56.4M
9.95M $435M
Feb 12, 2021 Q4 2020
Lpl Financial LLC

Fort Mill, SC
BUY
 -
1.22M
+ 8.31%
$38.1M - $42.9M
15.8M $692M
Feb 19, 2021 Q4 2020
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
984K
New
$30.8M - $34.7M
984K $43M
Feb 17, 2021 Q4 2020
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
703K
+ 106.82%
$22M - $24.8M
1.36M $59.5M
Feb 12, 2021 Q4 2020
Prospera Financial Services Inc

BUY
 -
617K
+ 1128.47%
$19.3M - $21.8M
672K $29.4M
Feb 12, 2021 Q4 2020
Octavia Wealth Advisors, LLC

BUY
 -
562K
New
$17.6M - $19.8M
562K $24.6M
Feb 16, 2021 Q4 2020
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
525K
New
$16.4M - $18.5M
525K $22.9M
Feb 12, 2021 Q4 2020
Fountainhead Am, LLC

Warren, NJ
BUY
 -
415K
New
$13M - $14.6M
415K $18.1M
Feb 11, 2021 Q4 2020
Commonwealth Equity Services, LLC

BUY
 -
406K
+ 8.8%
$12.7M - $14.3M
5.02M $219M
Feb 12, 2021 Q4 2020
Stifel Financial Corp

St. Louis, MO
BUY
 -
342K
+ 12.61%
$10.7M - $12.1M
3.05M $133M
Feb 09, 2021 Q4 2020
Sawtooth Solutions, LLC

BUY
 -
328K
+ 219.85%
$10.3M - $11.6M
477K $20.9M
Feb 08, 2021 Q4 2020
F Dx Advisors, Inc.

BUY
 -
326K
New
$10.2M - $11.5M
326K $14.2M
Feb 12, 2021 Q4 2020
Clear Creek Financial Management, LLC

BUY
 -
293K
New
$9.18M - $10.3M
293K $12.8M
Feb 12, 2021 Q4 2020
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
237K
+ 61.15%
$7.43M - $8.36M
625K $27.3M
Feb 12, 2021 Q4 2020
Northwestern Mutual Wealth Management CO

BUY
 -
210K
+ 8.09%
$6.58M - $7.41M
2.81M $123M
Jan 02, 2024 Q4 2020
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
160K
New
$5M - $5.63M
160K $6.97M
Feb 16, 2021 Q4 2020
Dhjj Financial Advisors, Ltd.

BUY
 -
147K
New
$4.62M - $5.2M
147K $6.44M
May 19, 2021 Q4 2020
Geneos Wealth Management Inc.

BUY
 -
146K
+ 118.76%
$4.57M - $5.14M
269K $11.7M
Feb 02, 2021 Q4 2020
Envestnet Asset Management Inc

BUY
 -
145K
+ 4.2%
$4.54M - $5.11M
3.59M $157M
Jan 19, 2021 Q4 2020
Mbe Wealth Management, LLC

BUY
 -
139K
+ 61.28%
$4.36M - $4.91M
367K $16M
Mar 09, 2021 Q4 2020
Tru Independence LLC

BUY
 -
133K
New
$4.16M - $4.69M
133K $5.81M
Feb 09, 2021 Q4 2020
Arkadios Wealth Advisors

BUY
 -
124K
+ 859.78%
$3.9M - $4.39M
139K $6.07M
Feb 12, 2021 Q4 2020
Financial Network Wealth Management LLC

Draper, UT
BUY
 -
111K
New
$3.49M - $3.93M
111K $4.86M
Feb 16, 2021 Q4 2020
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
104K
+ 40.86%
$3.25M - $3.66M
358K $15.6M
Feb 04, 2021 Q4 2020
Cambridge Investment Research Advisors, Inc.

BUY
 -
104K
+ 4.12%
$3.25M - $3.66M
2.62M $115M
Feb 08, 2021 Q4 2020
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
96.8K
New
$3.03M - $3.41M
96.8K $4.23M
Feb 18, 2021 Q4 2020
Truist Financial Corp

BUY
 -
96.2K
+ 5.93%
$3.01M - $3.39M
1.72M $75.1M
Feb 16, 2021 Q4 2020
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
88.2K
New
$2.76M - $3.11M
88.2K $3.86M
Feb 09, 2021 Q4 2020
Wells Fargo & Company

San Francisco, CA
BUY
 -
88K
+ 0.93%
$2.76M - $3.1M
9.53M $416M
Jan 20, 2021 Q4 2020
Kestra Advisory Services, LLC

BUY
 -
79.1K
+ 7.42%
$2.48M - $2.79M
1.15M $50.1M
Feb 16, 2021 Q4 2020
Qube Research & Technologies LTD

London, X0
BUY
 -
76.8K
New
$2.41M - $2.71M
76.8K $3.36M
Feb 16, 2021 Q4 2020
Mai Capital Management

BUY
 -
68.6K
+ 789.53%
$2.15M - $2.42M
77.3K $3.38M
Feb 16, 2021 Q4 2020
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
58.8K
+ 11.89%
$1.84M - $2.07M
553K $24.2M
Jan 27, 2021 Q4 2020
Accel Wealth Management

BUY
 -
56.2K
New
$1.76M - $1.98M
56.2K $2.45M
Mar 10, 2021 Q4 2020
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
54.1K
New
$1.69M - $1.91M
54.1K $2.36M
Feb 09, 2021 Q4 2020
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
53.3K
+ 14.88%
$1.67M - $1.88M
412K $18M
Feb 12, 2021 Q4 2020
Mml Investors Services, LLC

Springfield, MA
BUY
 -
52.1K
+ 7.62%
$1.63M - $1.84M
737K $32.2M
Feb 12, 2021 Q4 2020
Insight Advisors, LLC

Newtown, PA
BUY
 -
49.9K
New
$1.56M - $1.76M
49.9K $2.18M
Feb 12, 2021 Q4 2020
J.W. Cole Advisors, Inc.

BUY
 -
48.8K
+ 500.41%
$1.53M - $1.72M
58.6K $2.56M
Jan 20, 2021 Q4 2020
Lex Aurum Advisors, LLC

BUY
 -
47.9K
+ 103.09%
$1.5M - $1.69M
94.3K $4.12M
Jan 27, 2021 Q4 2020
Venture Visionary Partners LLC

BUY
 -
45.2K
New
$1.42M - $1.6M
45.2K $1.98M
Feb 10, 2021 Q4 2020
High Tower Advisors, LLC

Chicago, IL
BUY
 -
43.2K
+ 5.75%
$1.35M - $1.52M
795K $34.7M
Feb 16, 2022 Q4 2020
Fsb Premier Wealth Management, Inc.

BUY
 -
43.1K
New
$1.35M - $1.52M
43.1K $1.89M
Feb 10, 2021 Q4 2020
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
42.7K
+ 13.62%
$1.34M - $1.51M
356K $15.6M
Feb 24, 2021 Q4 2020
E Rn Financial, LLC

BUY
 -
42.1K
+ 126.96%
$1.32M - $1.48M
75.2K $3.29M
Feb 12, 2021 Q4 2020
Atria Investments LLC

Charlotte, NC
BUY
 -
41.3K
+ 89.57%
$1.29M - $1.46M
87.4K $3.82M
Feb 12, 2021 Q4 2020
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
40.3K
+ 12.24%
$1.26M - $1.42M
370K $16.1M
Jan 25, 2021 Q4 2020
V Wealth Advisors LLC

BUY
 -
40.3K
New
$1.26M - $1.42M
40.3K $1.76M
Feb 17, 2021 Q4 2020
Cetera Advisors LLC

Denver, CO
BUY
 -
39.6K
+ 10.1%
$1.24M - $1.4M
432K $18.9M

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