Purchases and Sales Made in Q3 2021 in First Tr Value Line Divid Inde (FVD)

FVD Quotes by TradingView

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 14, 2024 Q3 2021
Plotkin Financial Advisors, LLC

Chevy Chase, MD
SELL
 -
-1.2K
- 5.05%
$47K - $50K
22.6K $1.04M
Nov 04, 2021 Q3 2021
Accel Wealth Management

SELL
 -
-1.26K
- 2.42%
$49.4K - $52.6K
50.7K $2.35M
Nov 02, 2021 Q3 2021
Capital Square, LLC

SELL
 -
-1.3K
- 7.54%
$50.8K - $54K
15.9K $734K
Nov 15, 2021 Q3 2021
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-1.41K
- 4.59%
$55.1K - $58.7K
29.2K $1.35M
Oct 20, 2021 Q3 2021
Venture Visionary Partners LLC

SELL
 -
-1.5K
- 4.2%
$59K - $62.7K
34.3K $1.59M
Oct 12, 2021 Q3 2021
Apexium Financial, LP

SELL
 -
-1.7K
- 1.29%
$66.8K - $71.1K
131K $6.05M
Oct 25, 2021 Q3 2021
Jaffetilchin Investment Partners, LLC

Tampa, FL
SELL
 -
-1.72K
- 12.44%
$67.3K - $71.6K
12.1K $559K
Nov 09, 2021 Q3 2021
Planning Directions Inc

SELL
 -
-1.85K
- 4.11%
$72.4K - $77.1K
43.1K $1.99M
Nov 03, 2021 Q3 2021
Strateg Iq Financial Group, LLC

SELL
 -
-2K
- 11.49%
$78.3K - $83.4K
15.4K $712K
Nov 01, 2021 Q3 2021
Whittier Trust CO

SELL
 -
-2K
Closed
$78.4K - $83.4K
0 $0
Nov 15, 2021 Q3 2021
Covington Capital Management

SELL
 -
-2.17K
- 81.25%
$84.9K - $90.4K
500 $23.1K
Feb 23, 2022 Q3 2021
Fsb Premier Wealth Management, Inc.

SELL
 -
-2.23K
- 1.29%
$87.4K - $93K
170K $7.88M
Nov 15, 2021 Q3 2021
Eldridge Investment Advisors, Inc.

Manchester, NH
SELL
 -
-2.34K
- 12.0%
$91.9K - $97.8K
17.2K $795K
Nov 15, 2021 Q3 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-2.43K
- 5.8%
$95.2K - $101K
39.5K $1.83M
Oct 26, 2021 Q3 2021
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
-2.63K
- 1.08%
$103K - $110K
240K $11.1M
Nov 15, 2021 Q3 2021
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-2.65K
- 1.36%
$104K - $110K
192K $8.89M
Nov 05, 2021 Q3 2021
Cozad Asset Management Inc

Champaign, IL
SELL
 -
-2.78K
- 2.77%
$109K - $116K
97.5K $4.51M
Nov 16, 2021 Q3 2021
Atria Investments LLC

Charlotte, NC
SELL
 -
-2.92K
- 2.14%
$115K - $122K
134K $6.18M
Nov 05, 2021 Q3 2021
Lindbrook Capital, LLC

SELL
 -
-2.93K
Closed
$115K - $122K
0 $0
Oct 22, 2021 Q3 2021
Global Retirement Partners, LLC

SELL
 -
-3.02K
- 15.48%
$118K - $126K
16.5K $762K
Nov 05, 2021 Q3 2021
1 St Source Bank

SELL
 -
-3.03K
- 1.2%
$119K - $126K
249K $11.5M
Oct 25, 2021 Q3 2021
Atlas Private Wealth Management

SELL
 -
-3.13K
- 7.07%
$123K - $130K
41.1K $1.9M
Nov 12, 2021 Q3 2021
Curtis Advisory Group, LLC

Santa Barbara, CA
SELL
 -
-3.93K
- 19.72%
$154K - $164K
16K $740K
Nov 09, 2021 Q3 2021
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-4.37K
- 19.57%
$171K - $182K
17.9K $830K
Nov 01, 2021 Q3 2021
1900 Wealth Management LLC

SELL
 -
-5.09K
Closed
$199K - $212K
0 $0
Nov 12, 2021 Q3 2021
Wintrust Investments LLC

Chicago, IL
SELL
 -
-5.21K
- 3.11%
$204K - $217K
162K $7.51M
Nov 16, 2021 Q3 2021
Advisor Resource Council

SELL
 -
-5.26K
Closed
$206K - $219K
0 $0
Oct 26, 2021 Q3 2021
J.W. Cole Advisors, Inc.

SELL
 -
-5.52K
- 9.56%
$217K - $230K
52.3K $2.42M
Jan 13, 2022 Q3 2021
Diversified Trust CO

SELL
 -
-5.52K
Closed
$217K - $230K
0 $0
Nov 09, 2021 Q3 2021
Commerce Bank

Kansas City, MO
SELL
 -
-5.8K
Closed
$227K - $242K
0 $0
Nov 12, 2021 Q3 2021
Laurel Wealth Planning LLC

Edina, MN
SELL
 -
-6.87K
- 6.82%
$269K - $287K
93.8K $4.34M
Nov 09, 2021 Q3 2021
Williams Financial, LLC

Bennington, VT
SELL
 -
-7K
Closed
$274K - $292K
0 $0
Oct 21, 2021 Q3 2021
Avantax Advisory Services, Inc.

SELL
 -
-7.16K
- 0.57%
$281K - $299K
1.24M $57.6M
Nov 05, 2021 Q3 2021
Baystate Wealth Management LLC

SELL
 -
-7.34K
- 19.48%
$288K - $306K
30.3K $1.4M
Nov 15, 2021 Q3 2021
D.A. Davidson & Co.

SELL
 -
-8.47K
- 1.76%
$332K - $353K
471K $21.8M
Dec 09, 2021 Q3 2021
Wealth Plan Partners, LLC

Omaha, NE
SELL
 -
-8.74K
- 15.11%
$343K - $365K
49.1K $2.27M
Oct 21, 2021 Q3 2021
1776 Wealth LLC

SELL
 -
-8.75K
- 8.14%
$343K - $365K
98.8K $4.57M
Nov 17, 2021 Q3 2021
Strategic Wealth Advisors Group, LLC

Sacramento, CA
SELL
 -
-8.81K
- 1.25%
$345K - $367K
698K $32.3M
Nov 12, 2021 Q3 2021
Centaurus Financial, Inc.

SELL
 -
-8.87K
- 36.88%
$348K - $370K
15.2K $702K
Oct 25, 2021 Q3 2021
Mbe Wealth Management, LLC

SELL
 -
-10.7K
- 13.67%
$420K - $447K
67.7K $3.13M
Nov 12, 2021 Q3 2021
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-11.2K
- 4.94%
$440K - $468K
216K $9.97M
Oct 25, 2021 Q3 2021
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-11.8K
Closed
$461K - $491K
0 $0
Nov 12, 2021 Q3 2021
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-11.9K
Closed
$467K - $497K
0 $0
Oct 14, 2021 Q3 2021
Clear Creek Financial Management, LLC

SELL
 -
-12.7K
- 4.95%
$498K - $530K
244K $11.3M
Nov 15, 2021 Q3 2021
Flow Traders U.S. LLC

New York, NY
SELL
 -
-14.1K
Closed
$554K - $589K
0 $0
Nov 12, 2021 Q3 2021
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-14.2K
Closed
$558K - $594K
0 $0
Jul 17, 2024 Q3 2021
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-14.4K
- 97.48%
$565K - $601K
373 $17.2K
Nov 15, 2021 Q3 2021
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-14.5K
Closed
$568K - $604K
0 $0
Nov 09, 2021 Q3 2021
Barclays PLC

London, X0
SELL
 -
-17.4K
- 6.8%
$683K - $727K
239K $11M

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