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 03, 2021 Q4 2020
Intrua Financial, LLC

Houston, TX
BUY
 -
11
+ 0.06%
$345 - $388
17.4K $761K
Feb 11, 2021 Q4 2020
Valeo Financial Advisors, LLC

BUY
 -
5
+ 0.67%
$157 - $176
748 $32.7K
Feb 16, 2021 Q4 2020
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
4
+ 0.18%
$125 - $141
2.21K $96.7K
Feb 16, 2021 Q4 2020
Belpointe Asset Management LLC

BUY
 -
3
+ 0.09%
$94 - $106
3.2K $140K
Feb 10, 2021 Q4 2020
Fiduciary Planning LLC

Coral Springs, FL
BUY
 -
2
+ 0.51%
$62.7 - $70.5
391 $17.1K
Jul 17, 2024 Q4 2020
Kelly Financial Services LLC

Braintree, MA
BUY
 -
2
+ 0.55%
$62.7 - $70.5
368 $16.1K
Jan 26, 2021 Q4 2020
Allworth Financial LP

BUY
 -
2
+ 0.62%
$62.7 - $70.5
327 $14.3K
Feb 08, 2021 Q4 2020
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
2
+ 0.02%
$62.7 - $70.5
9.2K $402K
Feb 01, 2021 Q4 2020
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
2
+ 0.5%
$62.7 - $70.5
402 $17.6K
Feb 02, 2021 Q4 2020
Savior LLC

BUY
 -
1
+ 0.22%
$31.3 - $35.3
466 $20.4K
Jan 29, 2021 Q4 2020
Creative Planning

Overland Park, KS
SELL
 -
-7
- 0.06%
$219 - $247
12K $522K
Feb 04, 2021 Q4 2020
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-12
- 4.49%
$376 - $423
255 $11.1K
Jan 12, 2021 Q4 2020
Clarus Wealth Advisors

SELL
 -
-18
- 0.11%
$564 - $635
16.6K $724K
Feb 16, 2021 Q4 2020
Smith, Moore & Co.

Clayton, MO
SELL
 -
-30
- 0.2%
$940 - $1.06K
14.7K $643K
Feb 12, 2021 Q4 2020
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-30
- 3.56%
$940 - $1.06K
812 $35.5K
Feb 10, 2021 Q4 2020
Financial Enhancement Group LLC

Anderson, IN
SELL
 -
-50
Closed
$1.57K - $1.76K
0 $0
Feb 16, 2021 Q4 2020
Advisory Alpha, LLC

SELL
 -
-50
Closed
$1.57K - $1.76K
0 $0
Jan 29, 2021 Q4 2020
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-70
- 0.6%
$2.19K - $2.47K
11.6K $506K
Jan 26, 2021 Q4 2020
Csenge Advisory Group

SELL
 -
-162
- 0.39%
$5.08K - $5.71K
41.1K $1.8M
Jan 08, 2021 Q4 2020
Old Port Advisors

SELL
 -
-167
- 0.84%
$5.23K - $5.89K
19.8K $863K
Feb 11, 2021 Q4 2020
Veritable, L.P.

Newtown Square, PA
SELL
 -
-222
- 1.69%
$6.96K - $7.83K
12.9K $566K
Feb 02, 2021 Q4 2020
Tfg Advisers LLC

SELL
 -
-229
- 0.38%
$7.17K - $8.08K
59.3K $2.59M
Feb 12, 2021 Q4 2020
Capital Square, LLC

SELL
 -
-241
- 1.62%
$7.55K - $8.5K
14.6K $638K
Mar 04, 2021 Q4 2020
Moody National Bank Trust Division

SELL
 -
-257
- 3.51%
$8.05K - $9.06K
7.07K $309K
Jan 15, 2021 Q4 2020
Signature Wealth Management Group

SELL
 -
-300
- 3.37%
$9.4K - $10.6K
8.6K $376K
Feb 08, 2021 Q4 2020
Adams Wealth Management

SELL
 -
-362
Closed
$11.3K - $12.8K
0 $0
Feb 12, 2021 Q4 2020
Lee Financial CO

Dallas, TX
SELL
 -
-371
Closed
$11.6K - $13.1K
0 $0
Feb 10, 2021 Q4 2020
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-373
- 1.01%
$11.7K - $13.2K
36.5K $1.6M
Jan 19, 2021 Q4 2020
Colton Groome Financial Advisors, LLC

SELL
 -
-381
- 1.39%
$11.9K - $13.4K
27.1K $1.18M
Jan 15, 2021 Q4 2020
Aurora Private Wealth, Inc.

SELL
 -
-385
- 5.75%
$12.1K - $13.6K
6.31K $276K
Feb 26, 2021 Q4 2020
M Holdings Securities, Inc.

Portland, OR
SELL
 -
-400
- 1.32%
$12.5K - $14.1K
29.9K $1.31M
Feb 17, 2021 Q4 2020
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-418
- 0.96%
$13.1K - $14.7K
43K $1.88M
Mar 05, 2021 Q4 2020
Chiron Capital Management, LLC

SELL
 -
-500
Closed
$15.7K - $17.6K
0 $0
Feb 05, 2021 Q4 2020
Motco

SELL
 -
-529
Closed
$16.6K - $18.7K
0 $0
Sep 07, 2021 Q4 2020
Newbridge Financial Services Group, Inc.

SELL
 -
-535
- 64.46%
$16.8K - $18.9K
295 $12.9K
Feb 11, 2021 Q4 2020
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-536
- 6.12%
$16.8K - $18.9K
8.22K $359K
Jan 29, 2021 Q4 2020
Formidable Asset Management, LLC

Cincinnati, OH
SELL
 -
-561
- 5.38%
$17.6K - $19.8K
9.86K $431K
Feb 02, 2021 Q4 2020
Parallel Advisors, LLC

SELL
 -
-700
- 60.87%
$21.9K - $24.7K
450 $19.7K
Feb 18, 2021 Q4 2020
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-774
- 1.59%
$24.2K - $27.3K
47.8K $2.09M
Feb 11, 2021 Q4 2020
Bellevue Asset Management, LLC

Bellevue, WA
SELL
 -
-793
- 9.45%
$24.8K - $28K
7.6K $332K
Nov 09, 2023 Q4 2020
Brewin Dolphin Wealth Management LTD

Conskleagh, Dublin, L2
SELL
 -
-825
- 5.45%
$25.8K - $29.1K
14.3K $625K
Jan 26, 2021 Q4 2020
Beam Wealth Advisors, Inc.

SELL
 -
-869
- 5.29%
$27.2K - $30.6K
15.6K $680K
Feb 16, 2021 Q4 2020
Benjamin Edwards Inc

Clayton, MO
SELL
 -
-959
- 9.46%
$30K - $33.8K
9.18K $401K
Feb 09, 2021 Q4 2020
Ford Financial Group, LLC

SELL
 -
-994
- 3.78%
$31.1K - $35.1K
25.3K $1.11M
Feb 16, 2021 Q4 2020
Fifth Third Bancorp

SELL
 -
-1K
- 11.75%
$31.3K - $35.3K
7.51K $328K
Feb 16, 2021 Q4 2020
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-1K
- 3.29%
$31.3K - $35.3K
29.4K $1.29M
Jan 13, 2021 Q4 2020
Raymond James Trust N.A.

SELL
 -
-1.03K
- 1.85%
$32.4K - $36.4K
54.7K $2.39M
Feb 11, 2021 Q4 2020
Moors & Cabot, Inc.

Boston, MA
SELL
 -
-1.05K
- 4.46%
$32.9K - $37K
22.5K $984K
Feb 09, 2021 Q4 2020
Nvwm, LLC

SELL
 -
-1.1K
Closed
$34.5K - $38.8K
0 $0

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