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 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4+ 0.41% |
$157 - $167
|
984
$45.7K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.07% |
$118 - $125
|
4.12K
$192K
|
|
|
Oct 15, 2021
Q3 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3+ 0.01% |
$118 - $125
|
22.6K
$1.05M
|
|
|
Nov 02, 2021
Q3 2021
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
2+ 0.4% |
$78.4 - $83.4
|
498
$23.2K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.14% |
$78.4 - $83.4
|
1.4K
$64.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2+ 0.27% |
$78.4 - $83.4
|
745
$34.6K
|
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.26% |
$39.2 - $41.7
|
379
$17.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
1New |
$39.2 - $41.7
|
1
$46.5
|
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-2- 0.03% |
$78.4 - $83.4
|
7.95K
$370K
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-30- 4.29% |
$1.18K - $1.25K
|
670
$31.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-35- 0.45% |
$1.37K - $1.46K
|
7.67K
$357K
|
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-58- 0.87% |
$2.27K - $2.42K
|
6.61K
$307K
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-58- 0.76% |
$2.27K - $2.42K
|
7.61K
$354K
|
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-75- 1.42% |
$2.94K - $3.13K
|
5.21K
$242K
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-81- 0.28% |
$3.18K - $3.38K
|
28.8K
$1.34M
|
|
|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-93- 0.85% |
$3.65K - $3.88K
|
10.9K
$507K
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-100Closed |
$3.92K - $4.17K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-115- 1.63% |
$4.51K - $4.8K
|
6.96K
$323K
|
|
|
Oct 06, 2021
Q3 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-119- 0.7% |
$4.66K - $4.96K
|
16.9K
$786K
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-120- 0.51% |
$4.7K - $5.01K
|
23.2K
$1.08M
|
|
|
Oct 19, 2021
Q3 2021
|
Albion Financial Group
|
SELL
|
- |
-150Closed |
$5.88K - $6.26K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-160- 0.48% |
$6.27K - $6.68K
|
33.5K
$1.56M
|
|
|
Nov 04, 2021
Q3 2021
|
Camelot Portfolios, LLC
|
SELL
|
- |
-164- 1.41% |
$6.43K - $6.84K
|
11.5K
$534K
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-196- 1.54% |
$7.68K - $8.18K
|
12.6K
$584K
|
|
|
Nov 08, 2021
Q3 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-223- 0.67% |
$8.74K - $9.3K
|
32.9K
$1.53M
|
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-226Closed |
$8.86K - $9.43K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-229- 1.39% |
$8.98K - $9.55K
|
16.3K
$757K
|
|
|
Nov 15, 2021
Q3 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-230- 2.01% |
$9.02K - $9.6K
|
11.2K
$522K
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-230- 12.93% |
$9.02K - $9.6K
|
1.55K
$72K
|
|
|
Nov 16, 2021
Q3 2021
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-237- 0.75% |
$9.29K - $9.89K
|
31.3K
$1.45M
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
SELL
|
- |
-263- 0.93% |
$10.3K - $11K
|
27.9K
$1.3M
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-268- 2.02% |
$10.5K - $11.2K
|
13K
$605K
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-291- 0.56% |
$11.4K - $12.1K
|
52K
$2.42M
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-390- 0.33% |
$15.3K - $16.3K
|
117K
$5.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-456- 3.14% |
$17.9K - $19K
|
14.1K
$653K
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-466Closed |
$18.3K - $19.4K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-556Closed |
$21.8K - $23.2K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-559- 50.0% |
$21.9K - $23.3K
|
559
$26K
|
|
|
Nov 12, 2021
Q3 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-609- 0.59% |
$23.9K - $25.4K
|
103K
$4.81M
|
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-610- 2.6% |
$23.9K - $25.4K
|
22.8K
$1.06M
|
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-639- 0.78% |
$25K - $26.7K
|
81.4K
$3.78M
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-670- 2.87% |
$26.3K - $28K
|
22.7K
$1.06M
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-687- 9.92% |
$26.9K - $28.7K
|
6.24K
$290K
|
|
|
Nov 05, 2021
Q3 2021
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-694- 0.43% |
$27.2K - $29K
|
160K
$7.44M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-737- 6.22% |
$28.9K - $30.7K
|
11.1K
$516K
|
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-791- 8.09% |
$31K - $33K
|
8.99K
$418K
|
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-809- 0.61% |
$31.7K - $33.8K
|
133K
$6.16M
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-811- 1.49% |
$31.8K - $33.8K
|
53.5K
$2.49M
|
|
|
Oct 12, 2021
Q3 2021
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-942- 4.92% |
$36.9K - $39.3K
|
18.2K
$847K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.03K- 15.95% |
$40.3K - $42.9K
|
5.42K
$252K
|