Purchases and Sales Made in Q4 2020 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 2020. 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, 2021 Q4 2020
Cetera Advisors LLC

Denver, CO
BUY
 -
39.6K
+ 10.1%
$1.24M - $1.4M
432K $19.2M
Feb 10, 2021 Q4 2020
Advisor Os, LLC

BUY
 -
38.3K
+ 12.35%
$1.2M - $1.35M
348K $15.5M
Feb 05, 2021 Q4 2020
Koshinski Asset Management, Inc.

BUY
 -
37.8K
New
$1.18M - $1.33M
37.8K $1.68M
Jan 27, 2023 Q4 2020
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
37.7K
+ 20.74%
$1.18M - $1.33M
219K $9.76M
Feb 16, 2021 Q4 2020
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
37.7K
+ 20.74%
$1.18M - $1.33M
219K $9.76M
Feb 12, 2021 Q4 2020
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
37K
New
$1.16M - $1.3M
37K $1.65M
Feb 12, 2021 Q4 2020
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
36.8K
+ 70.25%
$1.15M - $1.3M
89.1K $3.96M
Feb 09, 2021 Q4 2020
Avidian Wealth Solutions, LLC

BUY
 -
36.6K
+ 17.46%
$1.15M - $1.29M
246K $11M
Jan 14, 2021 Q4 2020
Americana Partners, LLC

Houston, TX
BUY
 -
35.1K
New
$1.1M - $1.24M
35.1K $1.56M
Feb 12, 2021 Q4 2020
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
34.7K
+ 56.83%
$1.09M - $1.22M
95.8K $4.26M
Feb 26, 2021 Q4 2020
Bickling Financial Services, Inc.

Lexington, MA
BUY
 -
31.9K
New
$999K - $1.13M
31.9K $1.42M
Jan 29, 2021 Q4 2020
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
31.1K
+ 28.54%
$976K - $1.1M
140K $6.24M
Feb 16, 2021 Q4 2020
Braun Bostich & Associates Inc.

Canonsburg, PA
BUY
 -
30.1K
New
$941K - $1.06M
30.1K $1.34M
Feb 11, 2021 Q4 2020
Synovus Financial Corp

Columbus, GA
BUY
 -
28.1K
+ 410.09%
$879K - $989K
34.9K $1.55M
Feb 08, 2021 Q4 2020
Prudential PLC

London, England, X0
BUY
 -
28K
New
$877K - $988K
28K $1.25M
Feb 01, 2021 Q4 2020
Institute For Wealth Management, Llc.

BUY
 -
27.6K
New
$864K - $972K
27.6K $1.23M
Feb 16, 2021 Q4 2020
Mcdonald Partners LLC

BUY
 -
26.8K
New
$841K - $946K
26.8K $1.19M
Feb 05, 2021 Q4 2020
Lincoln National Corp

BUY
 -
24.4K
+ 5.26%
$763K - $859K
487K $21.7M
Jul 24, 2024 Q4 2020
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
23.8K
+ 32.57%
$747K - $841K
97K $4.32M
Feb 09, 2021 Q4 2020
Equitable Holdings, Inc.

New York, NY
BUY
 -
23.1K
+ 12.47%
$723K - $814K
208K $9.26M
Jan 29, 2021 Q4 2020
First Heartland Consultants, Inc.

BUY
 -
22K
+ 9.27%
$689K - $776K
259K $11.5M
Feb 26, 2021 Q4 2020
Bridge Advisory, LLC

BUY
 -
19.2K
New
$602K - $678K
19.2K $855K
Feb 16, 2021 Q4 2020
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
18.8K
+ 33.33%
$589K - $663K
75.2K $3.35M
Feb 08, 2021 Q4 2020
Flagship Harbor Advisors, LLC

BUY
 -
18.7K
+ 65.37%
$587K - $661K
47.4K $2.11M
Mar 30, 2021 Q4 2020
Koshinski Asset Management, Inc.

BUY
 -
17.7K
+ 46.84%
$554K - $624K
55.4K $2.47M
Feb 17, 2021 Q4 2020
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
17.7K
+ 7.97%
$554K - $624K
239K $10.7M
Jan 22, 2021 Q4 2020
Mgo One Seven LLC

Beachwood, OH
BUY
 -
17.6K
+ 230.69%
$550K - $620K
25.2K $1.12M
Mar 09, 2021 Q4 2020
Encompass Wealth Advisors, LLC

BUY
 -
17.5K
New
$548K - $617K
17.5K $779K
Jan 25, 2021 Q4 2020
Janney Montgomery Scott LLC

BUY
 -
16.8K
+ 1.51%
$528K - $594K
1.13M $50.4M
Feb 11, 2021 Q4 2020
Steward Partners Investment Advisory, LLC

BUY
 -
16.3K
+ 4.69%
$512K - $577K
365K $16.2M
Jan 29, 2021 Q4 2020
Castle Rock Wealth Management, LLC

BUY
 -
15.9K
New
$499K - $562K
15.9K $709K
Jan 27, 2021 Q4 2020
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
15.7K
New
$491K - $553K
15.7K $698K
Feb 02, 2021 Q4 2020
Tria Gen Wealth Management LLC

BUY
 -
15.6K
New
$490K - $551K
15.6K $696K
Jan 25, 2021 Q4 2020
Acorn Financial Advisory Services Inc

BUY
 -
15.5K
+ 59.28%
$487K - $548K
41.7K $1.86M
Jan 25, 2021 Q4 2020
Centaurus Financial, Inc.

BUY
 -
15.3K
+ 127.07%
$481K - $541K
27.4K $1.22M
Feb 16, 2021 Q4 2020
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
13.9K
New
$436K - $491K
13.9K $619K
Feb 09, 2021 Q4 2020
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
13.8K
+ 10.93%
$433K - $488K
140K $6.25M
Jan 27, 2021 Q4 2020
Alpha Star Capital Management, LLC

BUY
 -
13.1K
+ 18.82%
$411K - $462K
82.8K $3.69M
Jan 04, 2021 Q4 2020
Park National Corp

BUY
 -
13.1K
+ 3.48%
$410K - $462K
389K $17.3M
Jan 11, 2021 Q4 2020
Rvw Wealth, LLC

BUY
 -
13.1K
+ 4.41%
$410K - $462K
310K $13.8M
Feb 08, 2021 Q4 2020
Alta Wealth Advisors LLC

BUY
 -
12.7K
New
$398K - $448K
12.7K $565K
Jan 12, 2021 Q4 2020
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
12.7K
New
$396K - $446K
12.7K $563K
Feb 10, 2021 Q4 2020
Western Wealth Management, LLC

BUY
 -
12.5K
+ 14.27%
$391K - $440K
100K $4.45M
Feb 10, 2021 Q4 2020
Sargent Investment Group, LLC

BUY
 -
12.2K
+ 48.64%
$383K - $431K
37.4K $1.66M
Feb 12, 2021 Q4 2020
Financial Advocates Investment Management

Olympia, WA
BUY
 -
12.1K
+ 3.38%
$380K - $427K
370K $16.5M
Jan 27, 2021 Q4 2020
Chicago Partners Investment Group LLC

BUY
 -
11.9K
+ 23.74%
$374K - $421K
62.2K $2.77M
Jan 20, 2021 Q4 2020
Park Avenue Securities LLC

BUY
 -
11.8K
+ 66.89%
$371K - $418K
29.6K $1.32M
Jan 26, 2021 Q4 2020
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
11.1K
New
$348K - $392K
11.1K $494K
Feb 16, 2021 Q4 2020
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
10.9K
+ 1.91%
$341K - $384K
581K $25.9M

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