Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
597K+ 6.31% |
$23.6M - $25.7M
|
10.1M
$466M
|
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
513K+ 566.12% |
$20.3M - $22.1M
|
604K
$27.9M
|
|
|
Aug 05, 2022
Q4 2021
|
Gds Wealth Management
|
BUY
|
- |
477KNew |
$18.8M - $20.5M
|
477K
$22M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
473K+ 2.52% |
$18.7M - $20.3M
|
19.2M
$889M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
399K+ 1.18% |
$15.7M - $17.2M
|
34.3M
$1.59B
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
364K+ 57583.7% |
$14.4M - $15.7M
|
365K
$16.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
335K+ 5.11% |
$13.2M - $14.4M
|
6.9M
$319M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
316K+ 6.7% |
$12.5M - $13.6M
|
5.04M
$233M
|
|
|
Feb 11, 2022
Q4 2021
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
296KNew |
$11.7M - $12.7M
|
296K
$13.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
296KNew |
$11.7M - $12.7M
|
296K
$13.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
295KNew |
$11.6M - $12.7M
|
295K
$13.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
262KNew |
$10.3M - $11.3M
|
262K
$12.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
211KNew |
$8.32M - $9.08M
|
211K
$9.75M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
196K+ 790.11% |
$7.74M - $8.44M
|
221K
$10.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
186K+ 5.04% |
$7.35M - $8.01M
|
3.88M
$179M
|
|
|
Feb 10, 2022
Q4 2021
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
180KNew |
$7.11M - $7.76M
|
180K
$8.33M
|
|
|
Feb 07, 2022
Q4 2021
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
178KNew |
$7.03M - $7.67M
|
178K
$8.24M
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
165KNew |
$6.49M - $7.08M
|
165K
$7.61M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
148K+ 31.28% |
$5.85M - $6.39M
|
623K
$28.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
148K+ 4.54% |
$5.85M - $6.38M
|
3.41M
$158M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
142K+ 2.25% |
$5.6M - $6.11M
|
6.46M
$299M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
142K+ 88.86% |
$5.6M - $6.11M
|
302K
$14M
|
|
|
Jan 28, 2022
Q4 2021
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
142KNew |
$5.59M - $6.1M
|
142K
$6.55M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
120K+ 15.08% |
$4.75M - $5.18M
|
919K
$42.5M
|
|
|
Feb 16, 2022
Q4 2021
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
96.5KNew |
$3.81M - $4.15M
|
96.5K
$4.46M
|
|
|
Feb 11, 2022
Q4 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
76.4K+ 33.36% |
$3.02M - $3.29M
|
306K
$14.1M
|
|
|
Mar 01, 2022
Q4 2021
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
75.6KNew |
$2.98M - $3.25M
|
75.6K
$3.49M
|
|
|
Jan 26, 2022
Q4 2021
|
Shelton Wealth Management, LLC
|
BUY
|
- |
71.6KNew |
$2.83M - $3.08M
|
71.6K
$3.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
71.2KNew |
$2.81M - $3.06M
|
71.2K
$3.29M
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
69.8KNew |
$2.75M - $3M
|
69.8K
$3.23M
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
58.8K+ 4.46% |
$2.32M - $2.53M
|
1.38M
$63.6M
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
58.5K+ 14.69% |
$2.31M - $2.52M
|
456K
$21.1M
|
|
|
Jan 14, 2022
Q4 2021
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
54.9KNew |
$2.17M - $2.36M
|
54.9K
$2.54M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
50.3K+ 9.76% |
$1.98M - $2.16M
|
565K
$26.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
50.1K+ 11.19% |
$1.98M - $2.16M
|
498K
$23M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
50.1K+ 54.78% |
$1.98M - $2.16M
|
141K
$6.54M
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
49.7K+ 7.92% |
$1.96M - $2.14M
|
678K
$31.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
49K+ 1.08% |
$1.93M - $2.11M
|
4.57M
$211M
|
|
|
Feb 15, 2022
Q4 2021
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
47.7KNew |
$1.88M - $2.05M
|
47.7K
$2.2M
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
46KNew |
$1.81M - $1.98M
|
46K
$2.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
44.3KNew |
$1.75M - $1.91M
|
44.3K
$2.05M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
44.2KNew |
$1.74M - $1.9M
|
44.2K
$2.04M
|
|
|
Apr 14, 2022
Q4 2021
|
Walker Asset Management, LLC
|
BUY
|
- |
43.5KNew |
$1.72M - $1.87M
|
43.5K
$2.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
41K+ 51.4% |
$1.62M - $1.77M
|
121K
$5.59M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
39.6K+ 29.68% |
$1.56M - $1.71M
|
173K
$8.01M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
39.4K+ 24.97% |
$1.56M - $1.7M
|
197K
$9.13M
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
36.7K+ 274.92% |
$1.45M - $1.58M
|
50.1K
$2.32M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
36.5K+ 4.24% |
$1.44M - $1.57M
|
899K
$41.6M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
34.6K+ 7.35% |
$1.37M - $1.49M
|
506K
$23.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
33.6K+ 1.15% |
$1.33M - $1.45M
|
2.96M
$137M
|