Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
33.9MNew |
$1.33B - $1.42B
|
33.9M
$1.57B
|
|
|
Nov 15, 2021
Q3 2021
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.95M+ 619.2% |
$116M - $123M
|
3.43M
$158M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.12M+ 12.74% |
$83.1M - $88.4M
|
18.7M
$867M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
580KNew |
$22.7M - $24.2M
|
580K
$26.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
497K+ 11.76% |
$19.5M - $20.7M
|
4.72M
$218M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
399K+ 6.48% |
$15.7M - $16.7M
|
6.56M
$303M
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
312K+ 763.04% |
$12.2M - $13M
|
352K
$16.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
259K+ 125.14% |
$10.1M - $10.8M
|
466K
$21.5M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
255K+ 1617.71% |
$10M - $10.7M
|
271K
$12.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Petix & Botte CO
|
BUY
|
- |
232K+ 131.42% |
$9.09M - $9.68M
|
409K
$18.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
221K+ 87.17% |
$8.66M - $9.22M
|
474K
$21.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
178K+ 5.07% |
$6.99M - $7.44M
|
3.69M
$171M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
163K+ 8.14% |
$6.37M - $6.78M
|
2.16M
$99.8M
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
143K+ 291.55% |
$5.59M - $5.95M
|
192K
$8.86M
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
136KNew |
$5.33M - $5.67M
|
136K
$6.28M
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
118K+ 322.09% |
$4.64M - $4.94M
|
155K
$7.17M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
96.7K+ 153.35% |
$3.79M - $4.04M
|
160K
$7.39M
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
96.2K+ 7.88% |
$3.77M - $4.01M
|
1.32M
$60.9M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
92.9K+ 19.19% |
$3.64M - $3.87M
|
577K
$26.7M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
91.4KNew |
$3.58M - $3.81M
|
91.4K
$4.23M
|
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
82.5K+ 22.02% |
$3.24M - $3.44M
|
457K
$21.1M
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
81.7K+ 18.86% |
$3.2M - $3.41M
|
515K
$23.8M
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
81.4K+ 33.12% |
$3.19M - $3.4M
|
327K
$15.1M
|
|
|
Oct 29, 2021
Q3 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
68.2K+ 15.12% |
$2.67M - $2.85M
|
519K
$24M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
62.9KNew |
$2.46M - $2.62M
|
62.9K
$2.91M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
60.5K+ 1.89% |
$2.37M - $2.52M
|
3.27M
$151M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
57.9K+ 3.84% |
$2.27M - $2.41M
|
1.57M
$72.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
56.3K+ 0.66% |
$2.21M - $2.35M
|
8.64M
$399M
|
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
53.6K+ 67.54% |
$2.1M - $2.24M
|
133K
$6.15M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
40.9K+ 3.33% |
$1.6M - $1.71M
|
1.27M
$58.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
40.4K+ 4.37% |
$1.58M - $1.68M
|
965K
$44.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
38.9K+ 2.43% |
$1.53M - $1.62M
|
1.64M
$75.9M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
38.9K+ 5.87% |
$1.52M - $1.62M
|
702K
$32.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
33.8K+ 5.7% |
$1.33M - $1.41M
|
628K
$29M
|
|
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
33.8K+ 220.56% |
$1.32M - $1.41M
|
49.1K
$2.27M
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
32.8K+ 4.28% |
$1.29M - $1.37M
|
798K
$36.9M
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
32.6K+ 13.36% |
$1.28M - $1.36M
|
276K
$12.8M
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
31.4K+ 7.53% |
$1.23M - $1.31M
|
448K
$20.7M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
28.7K+ 1483.89% |
$1.12M - $1.2M
|
30.6K
$1.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
27.2K+ 0.3% |
$1.07M - $1.13M
|
8.99M
$415M
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
25.6KNew |
$1M - $1.07M
|
25.6K
$1.19M
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
23.7K+ 78.85% |
$929K - $988K
|
53.7K
$2.48M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
23.5K+ 259.01% |
$920K - $979K
|
32.5K
$1.5M
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
22.9KNew |
$900K - $957K
|
22.9K
$1.06M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
22.9K+ 12.13% |
$899K - $957K
|
212K
$9.81M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21.9K+ 2.9% |
$859K - $914K
|
778K
$36M
|
|
|
Nov 04, 2021
Q3 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
20.7K+ 9.94% |
$812K - $864K
|
229K
$10.6M
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
20.6K+ 3.79% |
$808K - $860K
|
564K
$26.1M
|
|
|
Nov 02, 2021
Q3 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
20.5K+ 2.41% |
$802K - $854K
|
869K
$40.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
20.4K+ 21.96% |
$800K - $852K
|
113K
$5.24M
|