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
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11.3K+ 4.44% |
$445K - $485K
|
265K
$12.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.2K+ 4.24% |
$442K - $482K
|
275K
$12.7M
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
10.9K+ 11.04% |
$430K - $469K
|
109K
$5.06M
|
|
|
Feb 10, 2022
Q4 2021
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
10.8K+ 2.52% |
$427K - $465K
|
440K
$20.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Ignite Planners, LLC
|
BUY
|
- |
10.7KNew |
$423K - $462K
|
10.7K
$496K
|
|
|
Jan 21, 2022
Q4 2021
|
Tru Independence LLC
|
BUY
|
- |
10.5K+ 6.16% |
$413K - $450K
|
180K
$8.33M
|
|
|
Jan 19, 2022
Q4 2021
|
Purus Wealth Management, LLC
|
BUY
|
- |
10.3K+ 201.87% |
$408K - $445K
|
15.5K
$715K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
10.1K+ 4.8% |
$397K - $433K
|
220K
$10.2M
|
|
|
Jan 27, 2022
Q4 2021
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
9.89K+ 7.03% |
$390K - $426K
|
151K
$6.96M
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
9.88K+ 1.02% |
$390K - $425K
|
976K
$45.1M
|
|
|
Feb 18, 2022
Q4 2021
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
9.7KNew |
$383K - $418K
|
9.7K
$449K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.6KNew |
$379K - $413K
|
9.6K
$444K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
9.48K+ 1.68% |
$374K - $408K
|
573K
$26.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
9.46K+ 8.34% |
$373K - $407K
|
123K
$5.68M
|
|
|
Feb 08, 2022
Q4 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
9K+ 1.04% |
$355K - $387K
|
878K
$40.6M
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
8.97KNew |
$354K - $386K
|
8.97K
$415K
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
8.48KNew |
$335K - $365K
|
8.48K
$392K
|
|
|
Feb 15, 2022
Q4 2021
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
8.34KNew |
$329K - $359K
|
8.34K
$386K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
8.33K+ 8.59% |
$329K - $358K
|
105K
$4.87M
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
8.26KNew |
$326K - $355K
|
8.26K
$382K
|
|
|
Jan 26, 2022
Q4 2021
|
S.C. Financial Services, Inc.
|
BUY
|
- |
7.88KNew |
$311K - $339K
|
7.88K
$364K
|
|
|
May 26, 2022
Q4 2021
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
7.71KNew |
$304K - $332K
|
7.71K
$357K
|
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
7.71KNew |
$304K - $332K
|
7.71K
$357K
|
|
|
Feb 11, 2022
Q4 2021
|
Saxon Interests, Inc.
|
BUY
|
- |
7.69KNew |
$303K - $331K
|
7.69K
$356K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.37KNew |
$291K - $317K
|
7.37K
$341K
|
|
|
May 11, 2022
Q4 2021
|
Asset Management Resources, LLC
|
BUY
|
- |
7.33KNew |
$289K - $315K
|
7.33K
$339K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Os, LLC
|
BUY
|
- |
7.09K+ 2.46% |
$280K - $305K
|
296K
$13.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.08K+ 6.39% |
$279K - $305K
|
118K
$5.45M
|
|
|
Mar 11, 2022
Q4 2021
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
7KNew |
$276K - $301K
|
7K
$324K
|
|
|
Feb 14, 2022
Q4 2021
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
6.83KNew |
$269K - $294K
|
6.83K
$316K
|
|
|
Feb 14, 2022
Q4 2021
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
6.66KNew |
$263K - $287K
|
6.66K
$308K
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.33KNew |
$250K - $272K
|
6.33K
$293K
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
6.29KNew |
$248K - $271K
|
6.29K
$291K
|
|
|
Feb 03, 2022
Q4 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6.26KNew |
$247K - $269K
|
6.26K
$289K
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
6.1KNew |
$241K - $263K
|
6.1K
$282K
|
|
|
Jan 31, 2022
Q4 2021
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
5.85KNew |
$231K - $252K
|
5.85K
$271K
|
|
|
Feb 02, 2022
Q4 2021
|
Goodman Advisory Group, LLC
|
BUY
|
- |
5.84KNew |
$230K - $251K
|
5.84K
$270K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.81K+ 18.98% |
$229K - $250K
|
36.4K
$1.68M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.69KNew |
$225K - $245K
|
5.69K
$263K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.56KNew |
$219K - $239K
|
5.56K
$257K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.56K+ 5.5% |
$219K - $239K
|
107K
$4.93M
|
|
|
Feb 04, 2022
Q4 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
5.54K+ 5.36% |
$219K - $238K
|
109K
$5.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.51KNew |
$217K - $237K
|
5.51K
$255K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.5KNew |
$217K - $237K
|
5.5K
$254K
|
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
5.46K+ 6.17% |
$215K - $235K
|
93.8K
$4.34M
|
|
|
Feb 02, 2022
Q4 2021
|
Concentrum Wealth Management
|
BUY
|
- |
5.44KNew |
$215K - $234K
|
5.44K
$251K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
5.43KNew |
$214K - $234K
|
5.43K
$251K
|
|
|
Jan 31, 2022
Q4 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5.36KNew |
$211K - $230K
|
5.36K
$248K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
5.22K+ 0.32% |
$206K - $225K
|
1.65M
$76.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
5.13K+ 3.16% |
$202K - $221K
|
167K
$7.74M
|