Purchases and Sales Made in Q4 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 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 04, 2021
Q4 2020
|
Us Bancorp \De\
|
BUY
|
- |
2.35K+ 0.53% |
$73.7K - $82.9K
|
448K
$19.8M
|
|
|
Jan 13, 2021
Q4 2020
|
Santori & Peters, Inc.
|
BUY
|
- |
2.25K+ 10.13% |
$70.6K - $79.5K
|
24.5K
$1.08M
|
|
|
Feb 17, 2021
Q4 2020
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
2.16KNew |
$67.5K - $76K
|
2.16K
$95.3K
|
|
|
Jan 25, 2021
Q4 2020
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.11K+ 10.1% |
$66.1K - $74.5K
|
23K
$1.02M
|
|
|
Jan 25, 2021
Q4 2020
|
Calton & Associates, Inc.
|
BUY
|
- |
2.02K+ 1.71% |
$63.4K - $71.4K
|
120K
$5.32M
|
|
|
Jan 15, 2021
Q4 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.02K+ 78.81% |
$63.3K - $71.2K
|
4.58K
$203K
|
|
|
Feb 18, 2021
Q4 2020
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.95KNew |
$61.1K - $68.8K
|
1.95K
$86.2K
|
|
|
Jan 27, 2021
Q4 2020
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.86KNew |
$58.3K - $65.6K
|
1.86K
$82.2K
|
|
|
Feb 16, 2021
Q4 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.82K+ 98.27% |
$56.9K - $64K
|
3.66K
$162K
|
|
|
Jan 28, 2021
Q4 2020
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.8KNew |
$56.4K - $63.5K
|
1.8K
$79.6K
|
|
|
Jan 27, 2021
Q4 2020
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.76K+ 8.76% |
$55.2K - $62.1K
|
21.9K
$967K
|
|
|
Jan 27, 2021
Q4 2020
|
Atlas Private Wealth Management
|
BUY
|
- |
1.72K+ 4.17% |
$53.9K - $60.6K
|
43K
$1.9M
|
|
|
Jan 29, 2021
Q4 2020
|
Caprock Group, Inc.
|
BUY
|
- |
1.52K+ 10.46% |
$47.7K - $53.6K
|
16.1K
$710K
|
|
|
Jan 13, 2021
Q4 2020
|
Ballew Advisors, Inc
|
BUY
|
- |
1.29K+ 2.56% |
$40.3K - $45.4K
|
51.5K
$2.28M
|
|
|
Feb 12, 2021
Q4 2020
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.04K+ 6.74% |
$32.6K - $36.8K
|
16.5K
$729K
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
1KNew |
$31.3K - $35.3K
|
1K
$44.2K
|
|
|
Jan 21, 2021
Q4 2020
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
971New |
$30.4K - $34.2K
|
971
$42.9K
|
|
|
Jan 29, 2021
Q4 2020
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
968+ 96.8% |
$30.3K - $34.1K
|
1.97K
$87K
|
|
|
Feb 10, 2021
Q4 2020
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
953+ 1.63% |
$29.9K - $33.6K
|
59.4K
$2.63M
|
|
|
Feb 12, 2021
Q4 2020
|
1776 Wealth LLC
|
BUY
|
- |
935+ 0.86% |
$29.3K - $33K
|
110K
$4.87M
|
|
|
Feb 09, 2021
Q4 2020
|
Meeder Asset Management Inc
|
BUY
|
- |
814New |
$25.5K - $28.7K
|
814
$36K
|
|
|
Feb 02, 2021
Q4 2020
|
Acg Wealth
|
BUY
|
- |
745+ 4.49% |
$23.3K - $26.3K
|
17.3K
$766K
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
717New |
$22.5K - $25.3K
|
717
$31.7K
|
|
|
Feb 10, 2021
Q4 2020
|
Stephens Inc
|
BUY
|
- |
700+ 2.01% |
$21.9K - $24.7K
|
35.6K
$1.57M
|
|
|
Feb 16, 2021
Q4 2020
|
Interchange Capital Partners, LLC
|
BUY
|
- |
586New |
$18.4K - $20.7K
|
586
$25.9K
|
|
|
Feb 12, 2021
Q4 2020
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
575New |
$18K - $20.3K
|
575
$25.4K
|
|
|
Aug 06, 2024
Q4 2020
|
Hantz Financial Services, Inc.
|
BUY
|
- |
532New |
$16.7K - $18.8K
|
532
$23.5K
|
|
|
Jan 13, 2021
Q4 2020
|
Global Retirement Partners, LLC
|
BUY
|
- |
520+ 1.3% |
$16.3K - $18.3K
|
40.6K
$1.79M
|
|
|
Mar 02, 2021
Q4 2020
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
491New |
$15.4K - $17.3K
|
491
$21.7K
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
457+ 4.66% |
$14.3K - $16.1K
|
10.3K
$453K
|
|
|
Feb 09, 2021
Q4 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
446+ 3.46% |
$14K - $15.7K
|
13.3K
$589K
|
|
|
Mar 09, 2021
Q4 2020
|
Defined Wealth Management, LLC
|
BUY
|
- |
434New |
$13.6K - $15.3K
|
434
$19.2K
|
|
|
Mar 10, 2021
Q4 2020
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
431+ 18.09% |
$13.5K - $15.2K
|
2.81K
$124K
|
|
|
Feb 09, 2021
Q4 2020
|
Blair William & CO
Chicago, IL |
BUY
|
- |
430+ 2.24% |
$13.5K - $15.2K
|
19.6K
$868K
|
|
|
Feb 05, 2021
Q4 2020
|
Phoenix Wealth Advisors
|
BUY
|
- |
400New |
$12.5K - $14.1K
|
400
$17.7K
|
|
|
Jan 29, 2021
Q4 2020
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
374New |
$11.7K - $13.2K
|
374
$16.5K
|
|
|
Feb 05, 2021
Q4 2020
|
Horan Securities, Inc.
|
BUY
|
- |
249New |
$7.8K - $8.78K
|
249
$11K
|
|
|
Feb 12, 2021
Q4 2020
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
190+ 0.61% |
$5.95K - $6.7K
|
31.5K
$1.39M
|
|
|
Jan 26, 2021
Q4 2020
|
Planning Directions Inc
|
BUY
|
- |
177+ 0.35% |
$5.55K - $6.24K
|
50.2K
$2.22M
|
|
|
Jan 12, 2021
Q4 2020
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
160+ 16.68% |
$5.01K - $5.64K
|
1.12K
$49.5K
|
|
|
Jan 11, 2021
Q4 2020
|
True Private Wealth Advisors
|
BUY
|
- |
145+ 483.33% |
$4.54K - $5.11K
|
175
$7.74K
|
|
|
Jan 29, 2021
Q4 2020
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
142+ 0.79% |
$4.45K - $5.01K
|
18.1K
$799K
|
|
|
Feb 12, 2021
Q4 2020
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
100New |
$3.13K - $3.53K
|
100
$4.42K
|
|
|
Jul 09, 2024
Q4 2020
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
89+ 0.64% |
$2.79K - $3.14K
|
13.9K
$614K
|
|
|
Feb 03, 2021
Q4 2020
|
Savant Capital, LLC
|
BUY
|
- |
79+ 0.24% |
$2.48K - $2.79K
|
33K
$1.46M
|
|
|
Aug 13, 2024
Q4 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
55+ 5.56% |
$1.72K - $1.94K
|
1.05K
$46.2K
|
|
|
Feb 17, 2021
Q4 2020
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
42+ 0.19% |
$1.32K - $1.48K
|
22.7K
$1M
|
|
|
Feb 16, 2021
Q4 2020
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
42+ 0.37% |
$1.32K - $1.48K
|
11.4K
$503K
|
|
|
Jan 12, 2021
Q4 2020
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
28+ 0.16% |
$877 - $988
|
17.6K
$778K
|
|
|
Jan 29, 2021
Q4 2020
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.39% |
$783 - $882
|
6.41K
$283K
|