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 02, 2021
Q4 2020
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.15K- 4.54% |
$36.1K - $40.6K
|
24.2K
$1.06M
|
|
|
Feb 11, 2021
Q4 2020
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.2K- 1.74% |
$37.7K - $42.5K
|
67.9K
$2.97M
|
|
|
Jan 22, 2021
Q4 2020
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.25K- 6.78% |
$39.1K - $44K
|
17.2K
$750K
|
|
|
Feb 05, 2021
Q4 2020
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.3K- 14.01% |
$40.8K - $45.9K
|
7.99K
$349K
|
|
|
Feb 08, 2021
Q4 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.47K- 93.41% |
$46.1K - $52K
|
104
$4.54K
|
|
|
Feb 04, 2021
Q4 2020
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.47K- 2.59% |
$46.1K - $52K
|
55.3K
$2.42M
|
|
|
Feb 16, 2021
Q4 2020
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-1.52K- 8.0% |
$47.7K - $53.7K
|
17.5K
$765K
|
|
|
Feb 12, 2021
Q4 2020
|
M&T Bank Corp
|
SELL
|
- |
-1.59K- 13.09% |
$49.8K - $56.1K
|
10.6K
$461K
|
|
|
Jan 22, 2021
Q4 2020
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.64K- 3.01% |
$51.3K - $57.8K
|
52.9K
$2.31M
|
|
|
Feb 11, 2021
Q4 2020
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.68K- 10.56% |
$52.5K - $59.1K
|
14.2K
$620K
|
|
|
Feb 16, 2021
Q4 2020
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.81K- 6.92% |
$56.6K - $63.7K
|
24.3K
$1.06M
|
|
|
Jan 11, 2021
Q4 2020
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.05K- 20.82% |
$64.2K - $72.2K
|
7.79K
$340K
|
|
|
Feb 10, 2021
Q4 2020
|
Holistic Financial Partners
|
SELL
|
- |
-2.13K- 19.97% |
$66.7K - $75.1K
|
8.53K
$373K
|
|
|
Jan 21, 2021
Q4 2020
|
Optimum Investment Advisors
|
SELL
|
- |
-2.13KClosed |
$66.7K - $75.1K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.24K- 7.09% |
$70.3K - $79.1K
|
29.4K
$1.29M
|
|
|
Jan 12, 2021
Q4 2020
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.26K- 18.24% |
$70.9K - $79.9K
|
10.1K
$443K
|
|
|
Feb 10, 2021
Q4 2020
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.31K- 3.51% |
$72.4K - $81.5K
|
63.5K
$2.78M
|
|
|
Jan 08, 2021
Q4 2020
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.54K- 4.49% |
$79.5K - $89.6K
|
54.1K
$2.36M
|
|
|
Feb 09, 2021
Q4 2020
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.55K- 18.32% |
$80K - $90.1K
|
11.4K
$498K
|
|
|
Feb 01, 2021
Q4 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.56K- 1.76% |
$80K - $90.1K
|
143K
$6.24M
|
|
|
Feb 12, 2021
Q4 2020
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.6K- 3.5% |
$81.4K - $91.7K
|
71.7K
$3.13M
|
|
|
Feb 16, 2021
Q4 2020
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-2.62K- 2.56% |
$82.1K - $92.4K
|
99.6K
$4.35M
|
|
|
Jan 25, 2021
Q4 2020
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.66K- 3.6% |
$83.4K - $93.9K
|
71.3K
$3.12M
|
|
|
Feb 03, 2021
Q4 2020
|
Stone X Group Inc.
|
SELL
|
- |
-2.72K- 1.8% |
$85.3K - $96K
|
149K
$6.51M
|
|
|
Feb 12, 2021
Q4 2020
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.02K- 3.1% |
$94.5K - $106K
|
94.4K
$4.12M
|
|
|
Jan 12, 2021
Q4 2020
|
Central Bank & Trust CO
|
SELL
|
- |
-3.02K- 66.67% |
$94.7K - $107K
|
1.51K
$66K
|
|
|
Feb 04, 2021
Q4 2020
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.06K- 7.19% |
$96K - $108K
|
39.6K
$1.73M
|
|
|
Jan 13, 2021
Q4 2020
|
Arlington Partners LLC
|
SELL
|
- |
-3.1KClosed |
$97K - $109K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.24K- 0.14% |
$102K - $114K
|
2.24M
$98.1M
|
|
|
Jan 14, 2021
Q4 2020
|
Larson Financial Group LLC
|
SELL
|
- |
-3.32K- 29.78% |
$104K - $117K
|
7.84K
$342K
|
|
|
Feb 12, 2021
Q4 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3.48K- 15.42% |
$109K - $123K
|
19.1K
$834K
|
|
|
Feb 10, 2021
Q4 2020
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.51K- 0.82% |
$110K - $124K
|
423K
$18.5M
|
|
|
Jan 27, 2021
Q4 2020
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-3.58K- 23.36% |
$112K - $126K
|
11.7K
$513K
|
|
|
Mar 03, 2021
Q4 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-3.6K- 38.27% |
$113K - $127K
|
5.81K
$254K
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-3.62KClosed |
$114K - $128K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.82K- 23.26% |
$120K - $135K
|
12.6K
$550K
|
|
|
Feb 02, 2021
Q4 2020
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.85K- 18.8% |
$121K - $136K
|
16.6K
$727K
|
|
|
Feb 05, 2021
Q4 2020
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-4.07K- 17.41% |
$128K - $144K
|
19.3K
$845K
|
|
|
Feb 01, 2021
Q4 2020
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.34K- 4.98% |
$136K - $153K
|
82.7K
$3.62M
|
|
|
Jan 15, 2021
Q4 2020
|
Baystate Wealth Management LLC
|
SELL
|
- |
-4.77K- 10.71% |
$149K - $168K
|
39.7K
$1.74M
|
|
|
Jan 13, 2021
Q4 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.9K- 3.18% |
$153K - $173K
|
149K
$6.51M
|
|
|
Jan 21, 2021
Q4 2020
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.82K- 0.87% |
$182K - $205K
|
660K
$28.9M
|
|
|
Feb 12, 2021
Q4 2020
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.31K- 15.68% |
$198K - $223K
|
33.9K
$1.48M
|
|
|
Mar 04, 2021
Q4 2020
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6.4K- 92.75% |
$201K - $226K
|
500
$21.9K
|
|
|
Feb 16, 2021
Q4 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-6.57KClosed |
$206K - $232K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Prism Advisors, Inc.
|
SELL
|
- |
-7.41K- 1.38% |
$232K - $261K
|
528K
$23.1M
|
|
|
Feb 11, 2021
Q4 2020
|
Andesa Financial Management Inc.
|
SELL
|
- |
-7.68KClosed |
$241K - $271K
|
0
$0
|
|
|
Jun 07, 2023
Q4 2020
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-8.07K- 84.79% |
$253K - $285K
|
1.45K
$63.3K
|
|
|
Jan 27, 2021
Q4 2020
|
Cwm, LLC
|
SELL
|
- |
-8.32K- 5.54% |
$261K - $293K
|
142K
$6.2M
|
|
|
Feb 10, 2021
Q4 2020
|
Strategy Asset Managers LLC
|
SELL
|
- |
-8.8K- 23.97% |
$276K - $310K
|
27.9K
$1.22M
|