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 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-18.3K- 1.86% |
$719K - $766K
|
966K
$44.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-22.1K- 9.06% |
$867K - $923K
|
222K
$10.3M
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-22.2K- 8.2% |
$872K - $928K
|
249K
$11.5M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-23K- 22.27% |
$902K - $960K
|
80.3K
$3.71M
|
|
|
Nov 12, 2021
Q3 2021
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-23.7KClosed |
$930K - $990K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-26.3K- 19.2% |
$1.03M - $1.1M
|
111K
$5.13M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-26.7K- 0.9% |
$1.05M - $1.11M
|
2.93M
$135M
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-28.3K- 10.01% |
$1.11M - $1.18M
|
254K
$11.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-28.3K- 10.01% |
$1.11M - $1.18M
|
254K
$11.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-28.9K- 1.33% |
$1.13M - $1.21M
|
2.14M
$98.9M
|
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-30.3K- 80.02% |
$1.19M - $1.26M
|
7.55K
$349K
|
|
|
Nov 10, 2021
Q3 2021
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-31KClosed |
$1.22M - $1.29M
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Triumph Capital Management
|
SELL
|
- |
-33.8K- 68.78% |
$1.32M - $1.41M
|
15.3K
$708K
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-39.4K- 19.98% |
$1.55M - $1.65M
|
158K
$7.31M
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-41.2K- 23.11% |
$1.61M - $1.72M
|
137K
$6.33M
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Os, LLC
|
SELL
|
- |
-42.4K- 12.8% |
$1.66M - $1.77M
|
289K
$13.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-43.1K- 92.23% |
$1.69M - $1.8M
|
3.63K
$168K
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-45.9K- 6.24% |
$1.8M - $1.91M
|
689K
$31.9M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-55.2K- 1.37% |
$2.16M - $2.3M
|
3.96M
$183M
|
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-73.1K- 49.97% |
$2.87M - $3.05M
|
73.2K
$3.38M
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-84.7KClosed |
$3.32M - $3.53M
|
0
$0
|
|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-92.3K- 20.87% |
$3.62M - $3.85M
|
350K
$16.2M
|
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
SELL
|
- |
-92.3K- 20.87% |
$3.62M - $3.85M
|
350K
$16.2M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-93.6K- 1.46% |
$3.67M - $3.91M
|
6.32M
$292M
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-101K- 59.13% |
$3.96M - $4.21M
|
69.8K
$3.23M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-104K- 67.28% |
$4.09M - $4.35M
|
50.7K
$2.35M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-135K- 2.91% |
$5.31M - $5.65M
|
4.52M
$209M
|
|
|
Nov 24, 2021
Q3 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-140K- 72.87% |
$5.47M - $5.82M
|
52K
$2.4M
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-142K- 21.76% |
$5.57M - $5.93M
|
511K
$23.6M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-166K- 38.69% |
$6.53M - $6.95M
|
264K
$12.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-171K- 30.07% |
$6.71M - $7.14M
|
398K
$18.4M
|
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-256K- 94.25% |
$10M - $10.7M
|
15.6K
$721K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-287K- 2.95% |
$11.3M - $12M
|
9.47M
$438M
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-348KClosed |
$13.6M - $14.5M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-462K- 66.79% |
$18.1M - $19.3M
|
230K
$10.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-879K- 5.97% |
$34.5M - $36.7M
|
13.8M
$640M
|