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 11, 2022
Q4 2021
|
Triumph Capital Management
|
BUY
|
- |
33.6K+ 219.34% |
$1.33M - $1.45M
|
48.9K
$2.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
32.7K+ 5.66% |
$1.29M - $1.41M
|
609K
$28.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
31.6K+ 33.84% |
$1.25M - $1.36M
|
125K
$5.77M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
30.7K+ 4.37% |
$1.21M - $1.32M
|
733K
$33.9M
|
|
|
Jan 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
30.4K+ 264.7% |
$1.2M - $1.31M
|
41.9K
$1.94M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
30.4K+ 851.13% |
$1.2M - $1.31M
|
34K
$1.57M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
30.3KNew |
$1.2M - $1.3M
|
30.3K
$1.4M
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
30.1KNew |
$1.19M - $1.29M
|
30.1K
$1.39M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
29.4K+ 15.54% |
$1.16M - $1.27M
|
219K
$10.1M
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
28.4K+ 31.99% |
$1.12M - $1.22M
|
117K
$5.42M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
27.8KNew |
$1.1M - $1.2M
|
27.8K
$1.29M
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
27.4K+ 8.38% |
$1.08M - $1.18M
|
355K
$16.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
27.2KNew |
$1.07M - $1.17M
|
27.2K
$1.26M
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
26.5K+ 15.54% |
$1.04M - $1.14M
|
197K
$9.11M
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
25KNew |
$986K - $1.08M
|
25K
$1.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
24.7KNew |
$975K - $1.06M
|
24.7K
$1.14M
|
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
24.2KNew |
$953K - $1.04M
|
24.2K
$1.12M
|
|
|
Feb 11, 2022
Q4 2021
|
Prism Advisors, Inc.
|
BUY
|
- |
23.9K+ 4.51% |
$945K - $1.03M
|
555K
$25.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
22.9K+ 9.43% |
$903K - $985K
|
266K
$12.3M
|
|
|
Feb 03, 2022
Q4 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
22.4K+ 4.31% |
$884K - $964K
|
542K
$25M
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
22.2K+ 6.23% |
$874K - $954K
|
377K
$17.5M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
21.4K+ 6.31% |
$843K - $920K
|
360K
$16.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
20.5K+ 6.33% |
$807K - $880K
|
344K
$15.9M
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
20.4K+ 26.59% |
$803K - $876K
|
96.9K
$4.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18.7K+ 6.63% |
$739K - $807K
|
301K
$13.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
18.3K+ 12.16% |
$723K - $789K
|
169K
$7.82M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
17.6K+ 54.02% |
$694K - $757K
|
50.1K
$2.32M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.7K+ 1.34% |
$658K - $718K
|
1.26M
$58.3M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
16.6K+ 32.76% |
$656K - $715K
|
67.3K
$3.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
16.4KNew |
$648K - $707K
|
16.4K
$759K
|
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
15.6K+ 110.78% |
$614K - $670K
|
29.6K
$1.37M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
15.5K+ 3.81% |
$613K - $668K
|
423K
$19.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
15.3K+ 4.33% |
$602K - $656K
|
368K
$17M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14.9K+ 12.32% |
$589K - $643K
|
136K
$6.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
14.9KNew |
$588K - $641K
|
14.9K
$689K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
14.7KNew |
$581K - $634K
|
14.7K
$681K
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
14.3K+ 16.48% |
$564K - $615K
|
101K
$4.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
13.7K+ 18.09% |
$539K - $588K
|
89.2K
$4.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
13.6KNew |
$536K - $584K
|
13.6K
$628K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
13K+ 392.44% |
$514K - $561K
|
16.3K
$756K
|
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
12.9K+ 5.4% |
$509K - $555K
|
252K
$11.6M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
12.5K+ 164.46% |
$494K - $539K
|
20.1K
$931K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
12.1K+ 9.58% |
$479K - $522K
|
139K
$6.41M
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
12K+ 16.7% |
$473K - $516K
|
83.7K
$3.87M
|
|
|
Jan 11, 2022
Q4 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
12K+ 3.28% |
$472K - $515K
|
377K
$17.4M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
12K+ 6.69% |
$472K - $515K
|
191K
$8.82M
|
|
|
Feb 09, 2022
Q4 2021
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
11.9KNew |
$469K - $512K
|
11.9K
$550K
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
11.6KNew |
$457K - $499K
|
11.6K
$536K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.5K+ 13.43% |
$454K - $495K
|
97.1K
$4.49M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11.3K+ 4.44% |
$445K - $485K
|
265K
$12.3M
|