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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.81K+ 6.7% |
$188K - $201K
|
76.5K
$3.54M
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.76K+ 7.61% |
$187K - $199K
|
67.3K
$3.11M
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.69K+ 2.29% |
$184K - $196K
|
210K
$9.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.66K+ 3.58% |
$183K - $194K
|
135K
$6.23M
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
4.59K+ 9.14% |
$180K - $192K
|
54.8K
$2.54M
|
|
|
Nov 10, 2021
Q3 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
4.32K+ 7.92% |
$170K - $180K
|
59K
$2.73M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.3K+ 4.56% |
$169K - $179K
|
98.6K
$4.56M
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.2K+ 464.42% |
$165K - $175K
|
5.11K
$236K
|
|
|
Oct 01, 2021
Q3 2021
|
Park National Corp
|
BUY
|
- |
4.2K+ 1.09% |
$164K - $175K
|
389K
$18M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.14K+ 0.48% |
$162K - $173K
|
862K
$39.9M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.07K+ 1.22% |
$159K - $170K
|
338K
$15.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.88K+ 8.55% |
$152K - $162K
|
49.2K
$2.28M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.84K+ 5.7% |
$151K - $160K
|
71.2K
$3.29M
|
|
|
Nov 12, 2021
Q3 2021
|
Sargent Investment Group, LLC
|
BUY
|
- |
3.71K+ 7.75% |
$146K - $155K
|
51.7K
$2.39M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
3.57K+ 2.49% |
$140K - $149K
|
147K
$6.81M
|
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.54K+ 1.27% |
$139K - $148K
|
283K
$13.1M
|
|
|
Nov 01, 2021
Q3 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.53K+ 2.36% |
$138K - $147K
|
153K
$7.07M
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.42K+ 4.0% |
$134K - $143K
|
88.8K
$4.11M
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
3.32KNew |
$130K - $138K
|
3.32K
$153K
|
|
|
Oct 13, 2021
Q3 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
3.3K+ 18.28% |
$129K - $138K
|
21.4K
$988K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.28K+ 2.14% |
$129K - $137K
|
157K
$7.26M
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.23K+ 7.25% |
$127K - $135K
|
47.8K
$2.21M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3.07K+ 2.23% |
$120K - $128K
|
141K
$6.51M
|
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.04K+ 37.78% |
$119K - $127K
|
11.1K
$512K
|
|
|
Nov 16, 2021
Q3 2021
|
E Rn Financial, LLC
|
BUY
|
- |
2.84K+ 3.81% |
$111K - $118K
|
77.3K
$3.57M
|
|
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2.77KNew |
$108K - $115K
|
2.77K
$128K
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
2.76K+ 1.57% |
$108K - $115K
|
179K
$8.27M
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
2.7K+ 0.62% |
$106K - $113K
|
436K
$20.1M
|
|
|
Oct 25, 2021
Q3 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
2.45K+ 24.75% |
$95.8K - $102K
|
12.3K
$570K
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.43K+ 8.44% |
$95.1K - $101K
|
31.2K
$1.44M
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.37K+ 191.37% |
$93K - $99K
|
3.61K
$167K
|
|
|
Oct 29, 2021
Q3 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.25K+ 2.47% |
$88.1K - $93.7K
|
93.2K
$4.31M
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.2K+ 2.01% |
$86.3K - $91.8K
|
112K
$5.18M
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.18K+ 17.14% |
$85.5K - $90.9K
|
14.9K
$689K
|
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
2.13K+ 2.35% |
$83.3K - $88.7K
|
92.7K
$4.29M
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.75KNew |
$68.7K - $73.1K
|
1.75K
$81.1K
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.6K+ 6.91% |
$62.9K - $66.9K
|
24.8K
$1.15M
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
1.6KNew |
$62.8K - $66.8K
|
1.6K
$74.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
1.52K+ 5.02% |
$59.7K - $63.5K
|
31.9K
$1.47M
|
|
|
Oct 22, 2021
Q3 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.41KNew |
$55.1K - $58.6K
|
1.41K
$65K
|
|
|
Jul 09, 2024
Q3 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
1.35K+ 8.64% |
$52.8K - $56.2K
|
16.9K
$783K
|
|
|
Oct 22, 2021
Q3 2021
|
Santori & Peters, Inc.
|
BUY
|
- |
1.32K+ 5.22% |
$51.8K - $55.2K
|
26.6K
$1.23M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
1.32K+ 0.27% |
$51.5K - $54.9K
|
493K
$22.8M
|
|
|
Oct 19, 2021
Q3 2021
|
Ballew Advisors, Inc
|
BUY
|
- |
1.28K+ 1.46% |
$50.3K - $53.5K
|
89.4K
$4.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.21K+ 7.36% |
$47.4K - $50.5K
|
17.6K
$816K
|
|
|
Oct 20, 2021
Q3 2021
|
Crumly & Associates Inc.
|
BUY
|
- |
1.16K+ 0.37% |
$45.5K - $48.4K
|
318K
$14.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.11K+ 4.78% |
$43.6K - $46.4K
|
24.4K
$1.13M
|
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.03K+ 1.96% |
$40.5K - $43.1K
|
53.8K
$2.49M
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
1K+ 2.4% |
$39.4K - $41.9K
|
42.8K
$1.98M
|
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1K+ 5.91% |
$39.2K - $41.7K
|
17.9K
$829K
|