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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2021
Q4 2020
|
Apexium Financial, LP
|
SELL
|
- |
-9.14K- 6.54% |
$286K - $322K
|
131K
$5.71M
|
|
|
Feb 08, 2021
Q4 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9.91K- 5.46% |
$311K - $350K
|
172K
$7.5M
|
|
|
Feb 01, 2021
Q4 2020
|
Harvest Investment Services, LLC
|
SELL
|
- |
-10.5K- 10.18% |
$328K - $369K
|
92.5K
$4.04M
|
|
|
Feb 23, 2021
Q4 2020
|
Advisory Resource Group
|
SELL
|
- |
-11.1K- 3.91% |
$348K - $392K
|
273K
$11.9M
|
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.3K- 1.79% |
$353K - $398K
|
618K
$27M
|
|
|
Feb 12, 2021
Q4 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.1K- 0.2% |
$379K - $426K
|
5.92M
$259M
|
|
|
Feb 09, 2021
Q4 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-12.4K- 7.96% |
$389K - $438K
|
144K
$6.28M
|
|
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-13.9K- 7.35% |
$436K - $490K
|
175K
$7.66M
|
|
|
Feb 10, 2021
Q4 2020
|
Keystone Financial Group
|
SELL
|
- |
-13.9K- 20.53% |
$437K - $492K
|
54K
$2.36M
|
|
|
Feb 11, 2021
Q4 2020
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-14.2K- 12.41% |
$443K - $499K
|
99.9K
$4.37M
|
|
|
Jan 25, 2021
Q4 2020
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-15.8KClosed |
$496K - $558K
|
0
$0
|
|
|
Mar 09, 2021
Q4 2020
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-17.5KClosed |
$548K - $617K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Ifg Advisory, LLC
|
SELL
|
- |
-18.2K- 3.51% |
$572K - $644K
|
502K
$21.9M
|
|
|
Jan 29, 2021
Q4 2020
|
Concorde Asset Management, LLC
|
SELL
|
- |
-20.4K- 57.98% |
$639K - $720K
|
14.8K
$646K
|
|
|
Feb 16, 2021
Q4 2020
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-21.6K- 1.81% |
$677K - $762K
|
1.17M
$51.2M
|
|
|
Feb 05, 2021
Q4 2020
|
Trilogy Capital Inc.
|
SELL
|
- |
-22.7K- 1.99% |
$710K - $799K
|
1.12M
$48.8M
|
|
|
Feb 16, 2021
Q4 2020
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-23.1K- 49.15% |
$725K - $816K
|
23.9K
$1.05M
|
|
|
Feb 01, 2021
Q4 2020
|
Avestar Capital, LLC
|
SELL
|
- |
-23.7K- 8.56% |
$744K - $837K
|
254K
$11.1M
|
|
|
Jan 25, 2021
Q4 2020
|
Crumly & Associates Inc.
|
SELL
|
- |
-24.7K- 6.71% |
$775K - $873K
|
344K
$15M
|
|
|
Feb 04, 2021
Q4 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-26.4K- 63.49% |
$826K - $930K
|
15.2K
$663K
|
|
|
Feb 09, 2021
Q4 2020
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-27.4K- 22.45% |
$860K - $968K
|
94.8K
$4.14M
|
|
|
Apr 01, 2021
Q4 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-28.8K- 2.17% |
$902K - $1.02M
|
1.3M
$56.7M
|
|
|
Feb 01, 2021
Q4 2020
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-29.1K- 10.64% |
$910K - $1.02M
|
244K
$10.7M
|
|
|
Feb 16, 2021
Q4 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-30KClosed |
$939K - $1.06M
|
0
$0
|
|
|
Mar 02, 2021
Q4 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-33.1K- 14.63% |
$1.04M - $1.17M
|
193K
$8.45M
|
|
|
Jan 19, 2021
Q4 2020
|
First Command Financial Services, Inc.
|
SELL
|
- |
-40.1K- 7.45% |
$1.26M - $1.41M
|
498K
$21.8M
|
|
|
Jan 19, 2021
Q4 2020
|
First Command Bank
|
SELL
|
- |
-40.1K- 7.45% |
$1.26M - $1.41M
|
498K
$21.8M
|
|
|
Jan 29, 2021
Q4 2020
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-42K- 15.53% |
$1.32M - $1.48M
|
229K
$9.99M
|
|
|
Jan 29, 2021
Q4 2020
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-44.5K- 43.31% |
$1.39M - $1.57M
|
58.2K
$2.55M
|
|
|
Feb 16, 2021
Q4 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-45.8KClosed |
$1.44M - $1.62M
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
D.B. Root & Company, LLC
|
SELL
|
- |
-49.1KClosed |
$1.54M - $1.73M
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-62.4KClosed |
$1.96M - $2.2M
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-89.9K- 20.23% |
$2.82M - $3.17M
|
354K
$15.5M
|
|
|
Jan 08, 2024
Q4 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-100K- 56.01% |
$3.13M - $3.53M
|
78.6K
$3.43M
|
|
|
Feb 16, 2021
Q4 2020
|
Wedbush Securities Inc
|
SELL
|
- |
-107K- 59.74% |
$3.34M - $3.76M
|
71.8K
$3.14M
|
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-169K- 11.01% |
$5.29M - $5.96M
|
1.37M
$59.7M
|
|
|
Feb 10, 2021
Q4 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-195K- 5.02% |
$6.11M - $6.88M
|
3.69M
$161M
|
|
|
Feb 16, 2021
Q4 2020
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-203KClosed |
$6.35M - $7.15M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-233KClosed |
$7.28M - $8.2M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Ubs Group Ag
|
SELL
|
- |
-235K- 2.78% |
$7.35M - $8.27M
|
8.21M
$359M
|
|
|
Jan 19, 2021
Q4 2020
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-331K- 49.97% |
$10.4M - $11.7M
|
331K
$14.5M
|
|
|
Feb 16, 2021
Q4 2020
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-352K- 50.47% |
$11M - $12.4M
|
345K
$15.1M
|
|
|
Feb 12, 2021
Q4 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-832K- 12.21% |
$26.1M - $29.4M
|
5.99M
$262M
|