Purchases and Sales Made in Q4 2021 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 2021. 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 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-35.8K- 74.8% |
$1.41M - $1.54M
|
12.1K
$527K
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-37.2K- 69.27% |
$1.47M - $1.6M
|
16.5K
$722K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-38.7K- 15.85% |
$1.53M - $1.66M
|
205K
$8.97M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-41.8K- 5.99% |
$1.65M - $1.8M
|
656K
$28.7M
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-42.2K- 78.91% |
$1.67M - $1.82M
|
11.3K
$493K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-43.5K- 88.9% |
$1.71M - $1.87M
|
5.43K
$237K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-49.3K- 30.0% |
$1.95M - $2.12M
|
115K
$5.03M
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-52KClosed |
$2.05M - $2.24M
|
0
$0
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-54.4K- 76.82% |
$2.15M - $2.34M
|
16.4K
$717K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-60.9K- 0.7% |
$2.4M - $2.62M
|
8.58M
$375M
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-63.6K- 26.52% |
$2.51M - $2.74M
|
176K
$7.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-66.7K- 48.73% |
$2.63M - $2.87M
|
70.2K
$3.07M
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-68.5K- 19.57% |
$2.7M - $2.95M
|
281K
$12.3M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-76.4K- 7.91% |
$3.01M - $3.29M
|
888K
$38.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-80.6K- 0.58% |
$3.18M - $3.47M
|
13.8M
$601M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-84.9K- 5.42% |
$3.35M - $3.65M
|
1.48M
$64.7M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-104K- 22.32% |
$4.1M - $4.47M
|
362K
$15.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-120K- 23.51% |
$4.74M - $5.17M
|
391K
$17.1M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-172K- 13.55% |
$6.79M - $7.4M
|
1.1M
$47.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Petix & Botte CO
|
SELL
|
- |
-174K- 42.6% |
$6.87M - $7.49M
|
235K
$10.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-223K- 28.63% |
$8.79M - $9.59M
|
556K
$24.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-239KClosed |
$9.43M - $10.3M
|
0
$0
|
|
|
Mar 11, 2024
Q4 2021
|
Nepc LLC
Boston, MA |
SELL
|
- |
-305KClosed |
$12M - $13.1M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-319K- 14.78% |
$12.6M - $13.7M
|
1.84M
$80.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-3.01M- 87.73% |
$119M - $129M
|
420K
$18.4M
|