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
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
5.01KNew |
$197K - $215K
|
5.01K
$231K
|
|
|
Feb 16, 2022
Q4 2021
|
Mendel Capital Management LLC
|
BUY
|
- |
4.97KNew |
$196K - $214K
|
4.97K
$230K
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.95KNew |
$195K - $213K
|
4.95K
$229K
|
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
4.92KNew |
$194K - $212K
|
4.92K
$227K
|
|
|
Jan 13, 2022
Q4 2021
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
4.87KNew |
$192K - $209K
|
4.87K
$225K
|
|
|
Feb 07, 2022
Q4 2021
|
Sweet Financial Partners, LLC
|
BUY
|
- |
4.86KNew |
$192K - $209K
|
4.86K
$225K
|
|
|
Feb 08, 2022
Q4 2021
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
4.81KNew |
$190K - $207K
|
4.81K
$223K
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.75KNew |
$187K - $204K
|
4.75K
$220K
|
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
4.74KNew |
$187K - $204K
|
4.74K
$219K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
4.49K+ 2.12% |
$177K - $193K
|
217K
$10M
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.47K+ 9.08% |
$176K - $192K
|
53.7K
$2.48M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.44K+ 19.67% |
$175K - $191K
|
27K
$1.25M
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
4.42K+ 3.25% |
$174K - $190K
|
140K
$6.49M
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.26K+ 193.59% |
$168K - $183K
|
6.45K
$298K
|
|
|
Feb 14, 2022
Q4 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
4.07K+ 19.06% |
$161K - $175K
|
25.4K
$1.18M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
3.95K+ 1.58% |
$156K - $170K
|
253K
$11.7M
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
3.87K+ 387.1% |
$153K - $167K
|
4.87K
$225K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.82K+ 31.0% |
$151K - $164K
|
16.1K
$746K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.75K+ 28.77% |
$148K - $162K
|
16.8K
$777K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
3.63K+ 2.42% |
$143K - $156K
|
154K
$7.11M
|
|
|
Jan 20, 2022
Q4 2021
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
3.53K+ 2.2% |
$139K - $152K
|
164K
$7.57M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.43K+ 6.57% |
$136K - $148K
|
55.7K
$2.58M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3.32KNew |
$131K - $143K
|
3.32K
$154K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.99K+ 3.05% |
$118K - $129K
|
101K
$4.67M
|
|
|
Feb 11, 2022
Q4 2021
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
2.95K+ 2.8% |
$116K - $127K
|
108K
$5M
|
|
|
Feb 04, 2022
Q4 2021
|
Crumly & Associates Inc.
|
BUY
|
- |
2.92K+ 0.92% |
$115K - $126K
|
321K
$14.8M
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
2.88K+ 6.74% |
$114K - $124K
|
45.7K
$2.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.87K+ 1.49% |
$113K - $123K
|
195K
$9.02M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.85K+ 5.96% |
$113K - $123K
|
50.7K
$2.34M
|
|
|
Jan 13, 2022
Q4 2021
|
Grant
|
BUY
|
- |
2.82K+ 1.42% |
$111K - $121K
|
201K
$9.28M
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.81K+ 3.84% |
$111K - $121K
|
76K
$3.51M
|
|
|
Jan 13, 2022
Q4 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
2.75K+ 16.28% |
$109K - $118K
|
19.7K
$909K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.74KNew |
$108K - $118K
|
2.74K
$127K
|
|
|
Jan 27, 2022
Q4 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2.53K+ 11.22% |
$100K - $109K
|
25.1K
$1.16M
|
|
|
Jan 21, 2022
Q4 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.51K+ 1.64% |
$98.8K - $108K
|
156K
$7.19M
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
2.41K+ 1.82% |
$95K - $104K
|
135K
$6.24M
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.4KNew |
$94.6K - $103K
|
2.4K
$111K
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.25K+ 4.32% |
$88.7K - $96.7K
|
54.2K
$2.51M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.24K+ 14.28% |
$88.5K - $96.5K
|
17.9K
$830K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
2.22KNew |
$87.7K - $95.6K
|
2.22K
$103K
|
|
|
Jan 04, 2022
Q4 2021
|
Park National Corp
|
BUY
|
- |
2.17K+ 0.56% |
$85.4K - $93.2K
|
392K
$18.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.16KNew |
$85.2K - $92.9K
|
2.16K
$99.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
2.16K+ 1.47% |
$85.1K - $92.8K
|
149K
$6.9M
|
|
|
Jan 26, 2022
Q4 2021
|
Ballew Advisors, Inc
|
BUY
|
- |
2.1K+ 2.34% |
$82.7K - $90.3K
|
91.5K
$4.23M
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
2.1KNew |
$82.7K - $90.2K
|
2.1K
$96.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.05K+ 3.26% |
$80.8K - $88.1K
|
64.9K
$3M
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
2.03KNew |
$80.2K - $87.5K
|
2.03K
$94K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2.03K+ 11.5% |
$80.1K - $87.3K
|
19.7K
$910K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.92K+ 15.26% |
$75.6K - $82.5K
|
14.5K
$670K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.9KNew |
$75K - $81.8K
|
1.9K
$87.9K
|