Latest Institutional Transactions on First Tr Value Line Divid Inde (FVD)
This table provides information on the latest institutional transactions involving First Tr Value Line Divid Inde (FVD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-16.7K- 13.72% |
$677K - $762K
|
105K
$4.6M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-3.07K- 1.52% |
$124K - $140K
|
199K
$8.71M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-3.7K- 2.28% |
$150K - $168K
|
159K
$6.94M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.03K- 3.3% |
$203K - $229K
|
147K
$6.44M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
286KNew |
$11.6M - $13M
|
286K
$12.5M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.82KNew |
$73.6K - $82.7K
|
1.82K
$79.5K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-66.4K- 88.14% |
$2.69M - $3.02M
|
8.93K
$390K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
4.66K+ 13.76% |
$188K - $212K
|
38.5K
$1.68M
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
9.1KNew |
$368K - $414K
|
9.1K
$398K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
42+ 0.87% |
$1.7K - $1.91K
|
4.89K
$213K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
5.67KNew |
$229K - $258K
|
5.67K
$248K
|
|
|
Nov 18, 2024
Q3 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
112+ 0.41% |
$4.53K - $5.09K
|
27.6K
$1.21M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.53K+ 0.69% |
$143K - $161K
|
512K
$22.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.76K+ 10.92% |
$233K - $262K
|
58.5K
$2.56M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
41.5K+ 34.71% |
$1.68M - $1.89M
|
161K
$7.04M
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
152+ 0.5% |
$6.15K - $6.91K
|
30.4K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
35.1K+ 57.27% |
$1.42M - $1.59M
|
96.3K
$4.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.56KNew |
$346K - $389K
|
8.56K
$374K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.8K- 10.67% |
$154K - $173K
|
31.8K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.14K+ 3.06% |
$86.4K - $97.1K
|
72K
$3.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-203K- 4.54% |
$8.23M - $9.25M
|
4.28M
$187M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.54K- 0.81% |
$103K - $115K
|
310K
$13.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-47.7K- 21.61% |
$1.93M - $2.17M
|
173K
$7.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-7.01K- 15.75% |
$284K - $319K
|
37.5K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-4.79K- 2.68% |
$194K - $218K
|
174K
$7.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-26.7K- 15.7% |
$1.08M - $1.22M
|
144K
$6.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
24.6K+ 54.38% |
$993K - $1.12M
|
69.7K
$3.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-31.7K- 21.15% |
$1.28M - $1.44M
|
118K
$5.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-67.3K- 17.47% |
$2.72M - $3.06M
|
318K
$13.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.3K- 4.01% |
$376K - $423K
|
223K
$9.74M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-156K- 7.87% |
$6.33M - $7.12M
|
1.83M
$80M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-29.1K- 28.43% |
$1.18M - $1.33M
|
73.4K
$3.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
7.24KNew |
$293K - $329K
|
7.24K
$316K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-116K- 24.88% |
$4.67M - $5.26M
|
349K
$15.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-200- 1.51% |
$8.09K - $9.1K
|
13.1K
$572K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
970+ 2.18% |
$39.2K - $44.1K
|
45.4K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-8.6K- 20.91% |
$348K - $391K
|
32.5K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-16.8K- 73.73% |
$678K - $763K
|
5.98K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
176KNew |
$7.11M - $7.99M
|
176K
$7.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-11.8K- 5.68% |
$478K - $538K
|
196K
$8.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-816- 3.5% |
$33K - $37.1K
|
22.5K
$984K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-72.9K- 68.79% |
$2.95M - $3.32M
|
33.1K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
9.9KNew |
$400K - $450K
|
9.9K
$433K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-577K- 11.18% |
$23.3M - $26.2M
|
4.58M
$200M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-48K- 1.95% |
$1.94M - $2.18M
|
2.42M
$106M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
495+ 1.67% |
$20K - $22.5K
|
30.1K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
212K+ 3.06% |
$8.59M - $9.66M
|
7.15M
$312M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.05M- 4.67% |
$42.4M - $47.7M
|
21.4M
$935M
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
8.1K+ 5.61% |
$328K - $369K
|
153K
$6.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-4.34K- 8.97% |
$176K - $198K
|
44.1K
$1.93M
|