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 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
991+ 8.22% |
$38.8K - $41.3K
|
13K
$607K
|
|
|
Nov 01, 2021
Q3 2021
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
983+ 0.94% |
$38.5K - $41K
|
105K
$4.89M
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
946+ 2.02% |
$37.1K - $39.5K
|
47.8K
$2.22M
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
850+ 68.0% |
$33.3K - $35.5K
|
2.1K
$97.6K
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
833+ 1.58% |
$32.7K - $34.8K
|
53.7K
$2.5M
|
|
|
Oct 27, 2021
Q3 2021
|
Grant
|
BUY
|
- |
822+ 0.42% |
$32.2K - $34.3K
|
198K
$9.2M
|
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
807+ 1.41% |
$31.6K - $33.7K
|
58K
$2.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
802+ 8.68% |
$31.4K - $33.5K
|
10K
$467K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
796New |
$31.2K - $33.2K
|
796
$37K
|
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
BUY
|
- |
786+ 1.35% |
$30.8K - $32.8K
|
59K
$2.74M
|
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
703New |
$27.6K - $29.3K
|
703
$32.7K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
685+ 7.93% |
$26.9K - $28.6K
|
9.32K
$433K
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
651+ 19.78% |
$25.5K - $27.2K
|
3.94K
$183K
|
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
550+ 4.33% |
$21.6K - $22.9K
|
13.3K
$616K
|
|
|
Oct 08, 2021
Q3 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
528+ 24.26% |
$20.7K - $22K
|
2.7K
$126K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
515+ 3.39% |
$20.2K - $21.5K
|
15.7K
$730K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
500New |
$19.6K - $20.9K
|
500
$23.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
495+ 16.08% |
$19.4K - $20.7K
|
3.57K
$166K
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
432+ 1.54% |
$16.9K - $18K
|
28.5K
$1.33M
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
398+ 0.82% |
$15.6K - $16.6K
|
48.9K
$2.27M
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
389+ 21.5% |
$15.2K - $16.2K
|
2.2K
$102K
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
373+ 28.58% |
$14.6K - $15.6K
|
1.68K
$78K
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
340+ 2.18% |
$13.3K - $14.2K
|
15.9K
$741K
|
|
|
Nov 02, 2021
Q3 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
305+ 5.11% |
$12K - $12.7K
|
6.27K
$291K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
302+ 91.52% |
$11.8K - $12.6K
|
632
$29.4K
|
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
BUY
|
- |
270+ 2.92% |
$10.6K - $11.3K
|
9.51K
$442K
|
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
BUY
|
- |
265New |
$10.4K - $11.1K
|
265
$12.3K
|
|
|
Oct 07, 2021
Q3 2021
|
Moody National Bank Trust Division
|
BUY
|
- |
209+ 2.84% |
$8.19K - $8.72K
|
7.57K
$352K
|
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
BUY
|
- |
166New |
$6.51K - $6.93K
|
166
$7.72K
|
|
|
Nov 12, 2021
Q3 2021
|
Holistic Financial Partners
|
BUY
|
- |
155+ 1.55% |
$6.08K - $6.47K
|
10.1K
$472K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
153New |
$6K - $6.38K
|
153
$7.11K
|
|
|
Oct 18, 2021
Q3 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
138+ 0.68% |
$5.41K - $5.76K
|
20.4K
$947K
|
|
|
Nov 15, 2021
Q3 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
117+ 0.4% |
$4.59K - $4.88K
|
29.4K
$1.37M
|
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
110+ 1.22% |
$4.31K - $4.59K
|
9.1K
$423K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
100New |
$3.92K - $4.17K
|
100
$4.65K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
98+ 0.8% |
$3.84K - $4.09K
|
12.3K
$573K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
95+ 52.49% |
$3.72K - $3.96K
|
276
$12.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
88+ 0.98% |
$3.45K - $3.67K
|
9.07K
$422K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
80+ 0.31% |
$3.14K - $3.34K
|
25.8K
$1.2M
|
|
|
Oct 19, 2021
Q3 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
80+ 0.27% |
$3.14K - $3.34K
|
30.2K
$1.41M
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
75New |
$2.94K - $3.13K
|
75
$3.49K
|
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
BUY
|
- |
63+ 0.4% |
$2.47K - $2.63K
|
15.9K
$739K
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
51+ 0.39% |
$2K - $2.13K
|
13.1K
$610K
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
32+ 0.09% |
$1.25K - $1.34K
|
33.7K
$1.57M
|
|
|
Oct 18, 2021
Q3 2021
|
Act Advisors, Llc.
|
BUY
|
- |
31+ 0.38% |
$1.22K - $1.29K
|
8.12K
$377K
|
|
|
Oct 07, 2021
Q3 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
19+ 0.11% |
$745 - $793
|
17.7K
$821K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
8+ 0.44% |
$314 - $334
|
1.81K
$84.3K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8+ 0.17% |
$314 - $334
|
4.61K
$214K
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
7+ 0.37% |
$274 - $292
|
1.87K
$87.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 0.06% |
$196 - $209
|
8.86K
$412K
|