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 17, 2022 Q4 2021
V Wealth Advisors LLC

SELL
 -
-1.97K
- 5.87%
$77.5K - $84.6K
31.5K $1.46M
Feb 02, 2022 Q4 2021
Castle Rock Wealth Management, LLC

SELL
 -
-2K
- 11.16%
$78.9K - $86.1K
15.9K $736K
Feb 09, 2022 Q4 2021
Washington Trust CO

SELL
 -
-2.1K
Closed
$82.9K - $90.4K
0 $0
Jan 10, 2022 Q4 2021
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-2.12K
- 46.05%
$83.7K - $91.3K
2.49K $115K
Feb 02, 2022 Q4 2021
Oppenheimer & CO Inc

New York, NY
SELL
 -
-2.27K
- 1.45%
$89.6K - $97.7K
155K $7.15M
Feb 10, 2022 Q4 2021
Stone X Group Inc.

SELL
 -
-2.59K
- 0.94%
$102K - $111K
274K $12.7M
Jan 12, 2022 Q4 2021
Old Port Advisors

SELL
 -
-2.79K
- 14.67%
$110K - $120K
16.2K $750K
Feb 02, 2022 Q4 2021
Sage Mountain Advisors LLC

SELL
 -
-3.02K
- 11.79%
$119K - $130K
22.6K $1.05M
Feb 14, 2022 Q4 2021
Claro Advisors LLC

Boston, MA
SELL
 -
-3.2K
- 2.37%
$126K - $138K
132K $6.09M
Feb 04, 2022 Q4 2021
Advisory Alpha, LLC

SELL
 -
-3.32K
- 14.45%
$131K - $143K
19.6K $908K
Feb 01, 2022 Q4 2021
F Dx Advisors, Inc.

SELL
 -
-3.43K
- 0.75%
$135K - $147K
454K $21M
Feb 07, 2022 Q4 2021
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-4.36K
- 5.36%
$172K - $188K
77K $3.56M
Feb 14, 2022 Q4 2021
Eldridge Investment Advisors, Inc.

Manchester, NH
SELL
 -
-4.48K
- 26.08%
$177K - $193K
12.7K $588K
Feb 11, 2022 Q4 2021
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-4.87K
- 15.09%
$192K - $210K
27.4K $1.27M
Feb 09, 2022 Q4 2021
1 St Source Bank

SELL
 -
-5.15K
- 2.07%
$203K - $222K
243K $11.3M
Feb 04, 2022 Q4 2021
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-5.21K
- 8.52%
$206K - $224K
55.9K $2.59M
Feb 14, 2022 Q4 2021
Founders Financial Securities LLC

SELL
 -
-5.68K
- 2.9%
$224K - $245K
190K $8.8M
Jan 21, 2022 Q4 2021
Sterling Manor Financial, LLC

SELL
 -
-5.76K
Closed
$227K - $248K
0 $0
Feb 15, 2022 Q4 2021
Zacks Investment Management

Chicago, IL
SELL
 -
-6.18K
Closed
$244K - $266K
0 $0
Feb 15, 2022 Q4 2021
Awm Capital, LLC

SELL
 -
-6.43K
Closed
$254K - $277K
0 $0
Feb 14, 2022 Q4 2021
Wells Fargo & Company

San Francisco, CA
SELL
 -
-6.63K
- 0.07%
$262K - $285K
8.98M $415M
Feb 07, 2022 Q4 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-6.88K
- 8.57%
$272K - $296K
73.4K $3.39M
Jan 19, 2022 Q4 2021
Mbe Wealth Management, LLC

SELL
 -
-6.95K
- 10.27%
$274K - $299K
60.8K $2.81M
Feb 11, 2022 Q4 2021
Us Bancorp \De\

SELL
 -
-7.06K
- 1.43%
$279K - $304K
486K $22.5M
Feb 14, 2022 Q4 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-7.2K
- 18.24%
$284K - $310K
32.3K $1.49M
May 11, 2023 Q4 2021
Tucker Asset Management LLC

Littleton, CO
SELL
 -
-7.51K
- 78.93%
$296K - $323K
2.01K $92.7K
Feb 07, 2022 Q4 2021
Claraphi Advisory Network, LLC

SELL
 -
-7.67K
Closed
$303K - $330K
0 $0
Nov 14, 2024 Q4 2021
Plotkin Financial Advisors, LLC

Chevy Chase, MD
SELL
 -
-7.91K
- 35.09%
$312K - $341K
14.6K $677K
Jan 31, 2022 Q4 2021
Insight Wealth Strategies, LLC

San Ramon, CA
SELL
 -
-7.95K
Closed
$314K - $342K
0 $0
Feb 04, 2022 Q4 2021
Alpha Star Capital Management, LLC

SELL
 -
-8.31K
- 6.24%
$328K - $358K
125K $5.77M
Jan 31, 2022 Q4 2021
Raymond James Trust N.A.

SELL
 -
-8.54K
- 15.57%
$337K - $367K
46.3K $2.14M
Feb 15, 2022 Q4 2021
Cypress Capital Group

SELL
 -
-8.64K
- 35.36%
$341K - $372K
15.8K $730K
Feb 09, 2022 Q4 2021
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-9.24K
- 0.43%
$365K - $398K
2.13M $98.5M
Feb 04, 2022 Q4 2021
F3 Logic, LLC

SELL
 -
-9.51K
Closed
$375K - $409K
0 $0
Jan 28, 2022 Q4 2021
Americana Partners, LLC

Houston, TX
SELL
 -
-9.64K
- 12.3%
$380K - $415K
68.7K $3.18M
Jan 14, 2022 Q4 2021
Beam Wealth Advisors, Inc.

SELL
 -
-10.9K
Closed
$430K - $469K
0 $0
Feb 11, 2022 Q4 2021
Walkner Condon Financial Advisors LLC

SELL
 -
-11.1K
Closed
$437K - $477K
0 $0
Feb 01, 2022 Q4 2021
Wealth Plan Partners, LLC

Omaha, NE
SELL
 -
-11.3K
- 23.06%
$447K - $487K
37.8K $1.75M
Jan 25, 2022 Q4 2021
Fulcrum Capital LLC

SELL
 -
-11.9K
Closed
$468K - $510K
0 $0
Feb 04, 2022 Q4 2021
Envestnet Asset Management Inc

SELL
 -
-13.2K
- 0.33%
$521K - $568K
3.95M $183M
Feb 14, 2022 Q4 2021
Western Wealth Management, LLC

SELL
 -
-15.8K
- 11.78%
$623K - $680K
118K $5.47M
Jan 21, 2022 Q4 2021
Global Retirement Partners, LLC

SELL
 -
-16.5K
Closed
$650K - $709K
0 $0
Jan 14, 2022 Q4 2021
Strategy Asset Managers LLC

SELL
 -
-16.6K
- 73.3%
$653K - $713K
6.03K $279K
Jan 27, 2022 Q4 2021
Janney Montgomery Scott LLC

SELL
 -
-17K
- 1.57%
$673K - $734K
1.07M $49.3M
Feb 11, 2022 Q4 2021
Sawtooth Solutions, LLC

SELL
 -
-25.9K
Closed
$1.02M - $1.12M
0 $0
Feb 10, 2022 Q4 2021
Citigroup Inc

SELL
 -
-30.1K
- 5.19%
$1.19M - $1.29M
549K $25.4M
Feb 11, 2022 Q4 2021
Braun Bostich & Associates Inc.

Canonsburg, PA
SELL
 -
-31.3K
Closed
$1.23M - $1.35M
0 $0
Feb 14, 2022 Q4 2021
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-32.1K
- 4.65%
$1.27M - $1.38M
657K $30.4M
Feb 14, 2022 Q4 2021
Money Concepts Capital Corp

SELL
 -
-35.2K
- 83.27%
$1.39M - $1.52M
7.08K $328K

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