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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
238New |
$9.67K - $10.7K
|
238
$11K
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
9.96KNew |
$405K - $449K
|
9.96K
$460K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
168K+ 7.03% |
$6.82M - $7.58M
|
2.56M
$118M
|
|
|
Sep 02, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$40.6 - $45.1
|
16.3K
$752K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
8+ 0.06% |
$325 - $361
|
13.2K
$610K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
80New |
$3.25K - $3.61K
|
80
$3.7K
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.26K- 1.13% |
$51.3K - $57K
|
111K
$5.13M
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
SELL
|
- |
-69.5K- 28.34% |
$2.82M - $3.13M
|
176K
$8.12M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-26.4K- 83.43% |
$1.07M - $1.19M
|
5.25K
$243K
|
|
|
Aug 25, 2025
Q2 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
6.13KNew |
$249K - $276K
|
6.13K
$283K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.25K+ 40.34% |
$50.7K - $56.3K
|
4.34K
$200K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.77K+ 19.77% |
$71.7K - $79.7K
|
10.7K
$494K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-60.2K- 63.83% |
$2.44M - $2.71M
|
34.1K
$1.58M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.33KNew |
$54.1K - $60.1K
|
1.33K
$61.5K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
131K+ 182.03% |
$5.32M - $5.91M
|
203K
$9.38M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-14.3K- 83.92% |
$579K - $644K
|
2.73K
$126K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-889- 4.06% |
$36.1K - $40.1K
|
21K
$969K
|
|
|
Aug 18, 2025
Q2 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-75- 0.15% |
$3.05K - $3.38K
|
50.1K
$2.32M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.01K- 12.79% |
$41.2K - $45.8K
|
6.91K
$319K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
20K+ 10.55% |
$812K - $902K
|
210K
$9.68M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-76.1K- 0.38% |
$3.09M - $3.43M
|
19.9M
$919M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
8.56K+ 18.02% |
$348K - $386K
|
56.1K
$2.59M
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-10.8K- 9.08% |
$438K - $487K
|
108K
$4.99M
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
160+ 0.58% |
$6.5K - $7.22K
|
27.9K
$1.29M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-6.13K- 14.74% |
$249K - $276K
|
35.4K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-520- 3.15% |
$21.1K - $23.5K
|
16K
$739K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-26.8K- 2.81% |
$1.09M - $1.21M
|
928K
$42.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-154K- 3.87% |
$6.24M - $6.93M
|
3.82M
$176M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-500- 0.69% |
$20.3K - $22.6K
|
71.5K
$3.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-400- 3.02% |
$16.2K - $18K
|
12.9K
$594K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.2KNew |
$454K - $504K
|
11.2K
$517K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.22K+ 1.41% |
$90.1K - $100K
|
159K
$7.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
32.4K+ 26.98% |
$1.32M - $1.46M
|
152K
$7.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
24.5K+ 5.13% |
$996K - $1.11M
|
503K
$23.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
47.4K+ 45.28% |
$1.92M - $2.14M
|
152K
$7.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.39KNew |
$178K - $198K
|
4.39K
$203K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-317K- 5.05% |
$12.9M - $14.3M
|
5.96M
$276M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-11.5K- 13.36% |
$469K - $521K
|
74.8K
$3.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
41.3K+ 120.61% |
$1.68M - $1.86M
|
75.5K
$3.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.2K- 6.15% |
$170K - $189K
|
64K
$2.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
10+ 0.15% |
$406 - $451
|
6.69K
$309K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
52.4K+ 14.61% |
$2.13M - $2.36M
|
411K
$19M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.16K+ 1.2% |
$250K - $278K
|
519K
$24M
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
4.79KNew |
$195K - $216K
|
4.79K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
269KNew |
$10.9M - $12.1M
|
269K
$12.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
3.3K+ 3.46% |
$134K - $149K
|
98.6K
$4.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-154K- 2.46% |
$6.26M - $6.95M
|
6.11M
$282M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.26K- 7.04% |
$214K - $237K
|
69.4K
$3.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-15.8K- 28.89% |
$642K - $713K
|
38.9K
$1.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
986+ 14.01% |
$40.1K - $44.5K
|
8.03K
$371K
|