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
Jul 09, 2024 Q4 2021
Strategic Financial Partners, Ltd.

Bend, OR
SELL
 -
-265
- 1.57%
$10.5K - $11.4K
16.7K $771K
Jan 12, 2022 Q4 2021
Webster Bank, N. A.

SELL
 -
-265
Closed
$10.5K - $11.4K
0 $0
Feb 15, 2022 Q4 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-336
Closed
$13.3K - $14.5K
0 $0
Feb 01, 2022 Q4 2021
Avestar Capital, LLC

SELL
 -
-350
- 0.26%
$13.8K - $15.1K
132K $6.11M
Jan 19, 2022 Q4 2021
Colton Groome Financial Advisors, LLC

SELL
 -
-351
- 1.72%
$13.9K - $15.1K
20K $925K
Jan 31, 2022 Q4 2021
1776 Wealth LLC

SELL
 -
-357
- 0.36%
$14.1K - $15.4K
98.4K $4.55M
Feb 11, 2022 Q4 2021
Phoenix Wealth Advisors

SELL
 -
-400
Closed
$15.8K - $17.2K
0 $0
Jan 10, 2022 Q4 2021
Harbor Investment Advisory, LLC

SELL
 -
-401
- 0.33%
$15.8K - $17.3K
121K $5.61M
Feb 09, 2022 Q4 2021
Plante Moran Financial Advisors, LLC

SELL
 -
-423
- 25.21%
$16.7K - $18.2K
1.26K $58K
Feb 08, 2022 Q4 2021
Ranch Capital Advisors Inc.

Sarasota, FL
SELL
 -
-440
Closed
$17.4K - $18.9K
0 $0
Feb 14, 2022 Q4 2021
Mission Creek Capital Partners, Inc.

San Francisco, CA
SELL
 -
-454
- 4.05%
$17.9K - $19.5K
10.8K $498K
Feb 09, 2022 Q4 2021
Trustcore Financial Services, LLC

SELL
 -
-480
- 30.99%
$18.9K - $20.7K
1.07K $49.4K
Jan 14, 2022 Q4 2021
Spire Wealth Management

SELL
 -
-494
- 0.11%
$19.5K - $21.3K
435K $20.1M
Jan 31, 2022 Q4 2021
Dfpg Investments, LLC

SELL
 -
-496
- 1.64%
$19.6K - $21.3K
29.8K $1.38M
Feb 16, 2022 Q4 2021
Covington Capital Management

SELL
 -
-500
Closed
$19.7K - $21.5K
0 $0
Feb 17, 2022 Q4 2021
Jaffetilchin Investment Partners, LLC

Tampa, FL
SELL
 -
-514
- 4.25%
$20.3K - $22.1K
11.6K $535K
Jan 13, 2022 Q4 2021
Moody National Bank Trust Division

SELL
 -
-587
- 7.75%
$23.2K - $25.3K
6.98K $323K
Jan 26, 2022 Q4 2021
Dynamic Advisor Solutions LLC

SELL
 -
-634
- 0.27%
$25K - $27.3K
231K $10.7M
Jan 14, 2022 Q4 2021
Koshinski Asset Management, Inc.

SELL
 -
-638
- 1.32%
$25.2K - $27.5K
47.8K $2.21M
Feb 04, 2022 Q4 2021
Ballast Advisors LLC

SELL
 -
-650
- 11.86%
$25.6K - $28K
4.83K $223K
Jan 13, 2022 Q4 2021
Murphy, Middleton, Hinkle & Parker, Inc.

SELL
 -
-688
- 3.9%
$27.1K - $29.6K
17K $785K
Jan 19, 2022 Q4 2021
Apexium Financial, LP

SELL
 -
-739
- 0.56%
$29.2K - $31.8K
130K $6.02M
Jan 18, 2022 Q4 2021
Caprock Group, Inc.

SELL
 -
-790
- 4.97%
$31.2K - $34K
15.1K $699K
Feb 11, 2022 Q4 2021
Gerber Kawasaki Wealth & Investment Management

SELL
 -
-796
Closed
$31.4K - $34.3K
0 $0
Jan 27, 2022 Q4 2021
Planning Directions Inc

SELL
 -
-808
- 1.87%
$31.9K - $34.8K
42.3K $1.96M
Jan 21, 2022 Q4 2021
Act Advisors, Llc.

SELL
 -
-829
- 10.21%
$32.7K - $35.7K
7.29K $337K
Feb 10, 2022 Q4 2021
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
SELL
 -
-840
Closed
$33.1K - $36.2K
0 $0
Feb 08, 2022 Q4 2021
Venture Visionary Partners LLC

SELL
 -
-893
- 2.6%
$35.2K - $38.4K
33.4K $1.55M
Feb 14, 2022 Q4 2021
Mutual Advisors, LLC

Casper, WY
SELL
 -
-893
- 1.25%
$35.2K - $38.4K
70.3K $3.25M
Feb 14, 2022 Q4 2021
Pinnacle Family Advisors, LLC

Springfield, MO
SELL
 -
-908
- 10.1%
$35.8K - $39.1K
8.08K $374K
Feb 08, 2022 Q4 2021
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-956
- 0.56%
$37.7K - $41.1K
170K $7.87M
Feb 11, 2022 Q4 2021
Sargent Investment Group, LLC

SELL
 -
-1.03K
- 2.0%
$40.7K - $44.4K
50.6K $2.34M
Jan 25, 2022 Q4 2021
Prw Wealth Management LLC

SELL
 -
-1.05K
- 8.62%
$41.4K - $45.2K
11.1K $514K
Feb 14, 2022 Q4 2021
Altus Wealth Group LLC

Colorado Springs, CO
SELL
 -
-1.06K
- 3.22%
$41.8K - $45.6K
31.8K $1.47M
Feb 10, 2022 Q4 2021
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-1.12K
- 27.11%
$44.1K - $48.1K
3K $139K
Feb 23, 2022 Q4 2021
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-1.12K
- 0.96%
$44.3K - $48.3K
116K $5.34M
Feb 02, 2022 Q4 2021
Concorde Asset Management, LLC

SELL
 -
-1.13K
- 16.27%
$44.7K - $48.7K
5.83K $269K
Feb 01, 2022 Q4 2021
Cozad Asset Management Inc

Champaign, IL
SELL
 -
-1.17K
- 1.2%
$46.1K - $50.3K
96.3K $4.45M
Feb 11, 2022 Q4 2021
Keystone Financial Group

SELL
 -
-1.21K
- 2.46%
$47.5K - $51.9K
47.7K $2.21M
Jan 18, 2022 Q4 2021
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-1.25K
- 5.5%
$49.3K - $53.8K
21.5K $992K
Feb 07, 2022 Q4 2021
Atlas Private Wealth Management

SELL
 -
-1.43K
- 3.47%
$56.3K - $61.5K
39.7K $1.83M
Feb 01, 2022 Q4 2021
Laurel Wealth Planning LLC

Edina, MN
SELL
 -
-1.49K
- 1.58%
$58.6K - $64K
92.3K $4.27M
Jan 21, 2022 Q4 2021
Ahrens Investment Partners LLC

SELL
 -
-1.5K
- 6.54%
$59.2K - $64.6K
21.4K $991K
Jan 19, 2022 Q4 2021
Icon Wealth Partners, LLC

SELL
 -
-1.53K
- 1.65%
$60.2K - $65.7K
91.2K $4.22M
Feb 02, 2022 Q4 2021
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-1.55K
- 11.89%
$61.1K - $66.6K
11.5K $531K
Jan 20, 2022 Q4 2021
Herold Advisors, Inc.

SELL
 -
-1.6K
Closed
$63.2K - $69K
0 $0
Feb 14, 2022 Q4 2021
Cornerstone Wealth Management, LLC

SELL
 -
-1.64K
- 0.74%
$64.6K - $70.5K
220K $10.2M
Feb 14, 2022 Q4 2021
Blair William & CO

Chicago, IL
SELL
 -
-1.73K
- 5.55%
$68.3K - $74.5K
29.4K $1.36M
Jan 10, 2022 Q4 2021
Shakespeare Wealth Management, Inc.

Pewaukee, WI
SELL
 -
-1.9K
- 11.66%
$75K - $81.8K
14.4K $665K

Track Institutional and Insider Activities on FVD

Follow FIRST TR VALUE LINE DIVID INDE and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells FVD shares.

Notify only if

Insider Trading

Get notified when an First Tr Value Line Divid Inde insider buys or sells FVD shares.

Notify only if

News

Receive news related to FIRST TR VALUE LINE DIVID INDE

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on FVD