Purchases and Sales Made in Q4 2021 in First Tr Value Line Divid Inde (FVD)

FVD Quotes by TradingView

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 09, 2022 Q4 2021
Advanced Research Investment Solutions, LLC

BUY
 -
150
New
$5.92K - $6.46K
150 $6.94K
Mar 11, 2022 Q4 2021
City State Bank

Norwalk, IA
BUY
 -
150
New
$5.92K - $6.46K
150 $6.94K
Jan 28, 2022 Q4 2021
Widmann Financial Services, Inc.

BUY
 -
132
New
$5.21K - $5.68K
132 $6.1K
Jan 21, 2022 Q4 2021
Huntington National Bank

Columbus, OH
BUY
 -
123
+ 2.27%
$4.85K - $5.29K
5.55K $256K
Feb 14, 2022 Q4 2021
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
87
+ 0.96%
$3.43K - $3.74K
9.16K $423K
Dec 01, 2022 Q4 2021
Mufg Americas Holdings Corp

BUY
 -
83
+ 10.38%
$3.28K - $3.57K
883 $40.8K
Feb 14, 2022 Q4 2021
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
83
+ 0.25%
$3.28K - $3.57K
33.8K $1.56M
Feb 09, 2022 Q4 2021
Mufg Americas Holdings Corp

BUY
 -
83
+ 10.38%
$3.28K - $3.57K
883 $40.8K
Feb 14, 2022 Q4 2021
Veritable, L.P.

Newtown Square, PA
BUY
 -
71
+ 0.54%
$2.8K - $3.06K
13.2K $610K
Apr 27, 2022 Q4 2021
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
56
New
$2.21K - $2.41K
56 $2.59K
Jan 25, 2022 Q4 2021
Signaturefd, LLC

Atlanta, GA
BUY
 -
50
+ 10.0%
$1.97K - $2.15K
550 $25.4K
Feb 11, 2022 Q4 2021
Creative Planning

Overland Park, KS
BUY
 -
43
+ 0.39%
$1.7K - $1.85K
11.2K $516K
Jan 27, 2022 Q4 2021
Oxler Private Wealth LLC

New York, NY
BUY
 -
27
+ 0.53%
$1.07K - $1.16K
5.16K $239K
Jan 24, 2022 Q4 2021
Cadent Capital Advisors, LLC

BUY
 -
21
+ 0.17%
$829 - $904
12.3K $571K
Feb 11, 2022 Q4 2021
Greenleaf Trust

Kalamazoo, MI
BUY
 -
20
+ 0.25%
$789 - $861
7.92K $366K
Mar 11, 2022 Q4 2021
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
15
+ 0.54%
$592 - $646
2.78K $129K
Feb 10, 2022 Q4 2021
Black Rock Inc.

New York, NY
BUY
 -
15
+ 0.25%
$592 - $646
6.1K $282K
Jan 14, 2022 Q4 2021
Freedman Financial Associates, Inc.

Peabody, MA
BUY
 -
11
+ 0.41%
$434 - $473
2.72K $126K
Feb 01, 2022 Q4 2021
Ellis Investment Partners, LLC

BUY
 -
9
+ 0.5%
$355 - $387
1.82K $84.2K
Jan 31, 2022 Q4 2021
Horizon Financial Services, LLC

BUY
 -
7
+ 0.5%
$276 - $301
1.41K $65.3K
Feb 14, 2022 Q4 2021
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
5
+ 0.06%
$197 - $215
8.87K $410K
Feb 04, 2022 Q4 2021
Strateg Iq Financial Group, LLC

BUY
 -
3
+ 0.02%
$118 - $129
15.4K $712K
Jan 19, 2022 Q4 2021
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
3
+ 0.79%
$118 - $129
382 $17.7K
Feb 07, 2022 Q4 2021
North Star Investment Management Corp.

Chicago, IL
BUY
 -
3
+ 0.21%
$118 - $129
1.4K $64.7K
Feb 14, 2022 Q4 2021
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
3
+ 0.4%
$118 - $129
748 $34.6K
Jan 24, 2022 Q4 2021
Sage Private Wealth Group, LLC

BUY
 -
2
+ 0.4%
$78.9 - $86.1
500 $23.1K
Jul 17, 2024 Q4 2021
Kelly Financial Services LLC

Braintree, MA
BUY
 -
2
+ 0.54%
$78.9 - $86.1
375 $17.3K
Feb 24, 2022 Q4 2021
Rise Advisors, LLC

BUY
 -
1
New
$39.5 - $43
1 $46.2
Feb 02, 2022 Q4 2021
Clearview Wealth Advisors LLC

BUY
 -
1
+ 0.1%
$39.5 - $43
985 $45.5K
Feb 11, 2022 Q4 2021
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-35
- 4.65%
$1.38K - $1.51K
717 $33.2K
Feb 09, 2022 Q4 2021
Db Wealth Management Group, LLC

San Diego, CA
SELL
 -
-48
- 0.73%
$1.89K - $2.07K
6.56K $304K
Feb 01, 2022 Q4 2021
Capital Investment Advisory Services, LLC

SELL
 -
-56
- 0.22%
$2.21K - $2.41K
25.7K $1.19M
Feb 08, 2022 Q4 2021
Savant Capital, LLC

SELL
 -
-79
- 0.24%
$3.12K - $3.4K
32.9K $1.52M
Feb 14, 2022 Q4 2021
Iag Wealth Partners, LLC

SELL
 -
-85
- 0.64%
$3.35K - $3.66K
13.2K $609K
Feb 09, 2022 Q4 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-93
- 0.08%
$3.67K - $4K
112K $5.17M
Jan 21, 2022 Q4 2021
Mascoma Wealth Management LLC

SELL
 -
-100
Closed
$3.95K - $4.3K
0 $0
Feb 14, 2022 Q4 2021
Jacobi Capital Management LLC

SELL
 -
-105
Closed
$4.14K - $4.52K
0 $0
Feb 01, 2022 Q4 2021
Quadrant Capital Group LLC

Cincinnati, OH
SELL
 -
-140
Closed
$5.52K - $6.03K
0 $0
Aug 13, 2024 Q4 2021
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-150
- 14.35%
$5.92K - $6.46K
895 $41.4K
Feb 16, 2022 Q4 2021
Northern Oak Wealth Management Inc

Milwaukee, WI
SELL
 -
-153
Closed
$6.04K - $6.59K
0 $0
Feb 14, 2022 Q4 2021
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-172
- 0.59%
$6.79K - $7.4K
29.1K $1.34M
Feb 14, 2022 Q4 2021
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-176
- 3.45%
$6.94K - $7.58K
4.93K $228K
Feb 15, 2022 Q4 2021
Blackhawk Capital Partners Llc.

Thiensville, WI
SELL
 -
-193
- 0.33%
$7.62K - $8.31K
58.8K $2.72M
Feb 15, 2022 Q4 2021
Hbk Sorce Advisory LLC

Erie, PA
SELL
 -
-205
- 1.29%
$8.09K - $8.82K
15.7K $728K
Feb 01, 2022 Q4 2021
Centaurus Financial, Inc.

SELL
 -
-211
- 1.39%
$8.33K - $9.08K
15K $692K
Feb 01, 2022 Q4 2021
Fifth Third Bancorp

SELL
 -
-215
- 2.31%
$8.48K - $9.25K
9.1K $421K
Feb 14, 2022 Q4 2021
Intrua Financial, LLC

Houston, TX
SELL
 -
-232
- 1.56%
$9.15K - $9.99K
14.7K $678K
Feb 02, 2022 Q4 2021
Stonebridge Financial Planning Group, LLC

SELL
 -
-240
- 2.64%
$9.47K - $10.3K
8.86K $410K
Jan 21, 2022 Q4 2021
Baystate Wealth Management LLC

SELL
 -
-259
- 0.85%
$10.2K - $11.1K
30.1K $1.39M

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