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 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.88K+ 6.27% |
$74K - $80.7K
|
31.8K
$1.47M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
1.87K+ 0.81% |
$73.8K - $80.5K
|
232K
$10.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.82K+ 2.71% |
$71.9K - $78.5K
|
69.1K
$3.19M
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
1.81K+ 3.56% |
$71.3K - $77.8K
|
52.5K
$2.43M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
1.77K+ 5.12% |
$69.8K - $76.2K
|
36.3K
$1.68M
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.77K+ 3.29% |
$69.6K - $76K
|
55.5K
$2.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.76KNew |
$69.3K - $75.5K
|
1.76K
$81.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.56K+ 15.31% |
$61.4K - $66.9K
|
11.7K
$542K
|
|
|
Jan 14, 2022
Q4 2021
|
Santori & Peters, Inc.
|
BUY
|
- |
1.51K+ 5.68% |
$59.7K - $65.1K
|
28.1K
$1.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.37K+ 8.58% |
$54.2K - $59.1K
|
17.4K
$804K
|
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
BUY
|
- |
1.2K+ 1.55% |
$47.2K - $51.5K
|
78.5K
$3.63M
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.13K+ 3.95% |
$44.4K - $48.4K
|
29.6K
$1.37M
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.1K+ 0.93% |
$43.3K - $47.2K
|
120K
$5.53M
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.09KNew |
$43.1K - $47K
|
1.09K
$50.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
928+ 2.91% |
$36.6K - $39.9K
|
32.8K
$1.52M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
877+ 3.04% |
$34.6K - $37.7K
|
29.7K
$1.37M
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
830+ 47.35% |
$32.8K - $35.7K
|
2.58K
$119K
|
|
|
Feb 17, 2022
Q4 2021
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
788+ 1.6% |
$31.1K - $33.9K
|
50.1K
$2.32M
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
736+ 18.67% |
$29K - $31.7K
|
4.68K
$216K
|
|
|
Jan 20, 2022
Q4 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
730+ 8.84% |
$28.8K - $31.4K
|
8.98K
$415K
|
|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
718New |
$28.3K - $30.9K
|
718
$33.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
710+ 3.96% |
$28K - $30.6K
|
18.7K
$863K
|
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
702+ 99.86% |
$27.7K - $30.2K
|
1.41K
$65K
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
662New |
$26.1K - $28.5K
|
662
$30.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
621+ 0.29% |
$24.5K - $26.7K
|
216K
$10M
|
|
|
Jan 21, 2022
Q4 2021
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
612+ 3.36% |
$24.1K - $26.3K
|
18.8K
$871K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
554New |
$21.9K - $23.8K
|
554
$25.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
550+ 3.53% |
$21.7K - $23.7K
|
16.1K
$746K
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
505New |
$19.9K - $21.7K
|
505
$23.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
500New |
$19.7K - $21.5K
|
500
$23.1K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
500New |
$19.7K - $21.5K
|
500
$23.1K
|
|
|
Jan 18, 2022
Q4 2021
|
Capital Square, LLC
|
BUY
|
- |
492+ 3.1% |
$19.4K - $21.2K
|
16.4K
$757K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
491New |
$19.4K - $21.1K
|
491
$22.7K
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
429New |
$16.9K - $18.5K
|
429
$19.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
414New |
$16.3K - $17.8K
|
414
$19.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Holistic Financial Partners
|
BUY
|
- |
410+ 4.04% |
$16.2K - $17.6K
|
10.6K
$488K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
374+ 3.72% |
$14.8K - $16.1K
|
10.4K
$482K
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
365+ 2.82% |
$14.4K - $15.7K
|
13.3K
$616K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
362+ 1.38% |
$14.3K - $15.6K
|
26.6K
$1.23M
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
350New |
$13.8K - $15.1K
|
350
$16.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
315+ 1.36% |
$12.4K - $13.6K
|
23.5K
$1.09M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
311+ 0.49% |
$12.3K - $13.4K
|
63.1K
$2.92M
|
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
300+ 0.56% |
$11.8K - $12.9K
|
54.1K
$2.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
285+ 1.17% |
$11.2K - $12.3K
|
24.7K
$1.14M
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
263+ 0.94% |
$10.4K - $11.3K
|
28.1K
$1.3M
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
252+ 3.34% |
$9.94K - $10.8K
|
7.81K
$361K
|
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
220+ 3.51% |
$8.68K - $9.47K
|
6.49K
$300K
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
209New |
$8.25K - $9K
|
209
$9.66K
|
|
|
Feb 03, 2022
Q4 2021
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
200+ 2.77% |
$7.89K - $8.61K
|
7.43K
$344K
|
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
159+ 0.54% |
$6.27K - $6.84K
|
29.6K
$1.37M
|