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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.84K- 8.52% |
$164K - $175K
|
41.3K
$1.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-23.2K- 6.79% |
$989K - $1.06M
|
318K
$13.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-8.17K- 31.04% |
$348K - $372K
|
18.1K
$795K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.39K+ 30.56% |
$144K - $154K
|
14.5K
$634K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-720- 10.0% |
$30.7K - $32.8K
|
6.48K
$284K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.26K+ 7.12% |
$53.7K - $57.4K
|
19K
$831K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-206- 1.09% |
$8.78K - $9.38K
|
18.7K
$818K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
SELL
|
- |
-942- 2.81% |
$40.1K - $42.9K
|
32.6K
$1.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.35K- 1.65% |
$100K - $107K
|
140K
$6.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.57K+ 53.6% |
$152K - $162K
|
10.2K
$448K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-11K- 15.35% |
$471K - $503K
|
60.9K
$2.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.62K+ 1.76% |
$154K - $165K
|
209K
$9.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.39K- 8.49% |
$144K - $154K
|
36.5K
$1.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-17.4K- 1.27% |
$743K - $794K
|
1.36M
$59.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-20.8K- 34.62% |
$886K - $947K
|
39.3K
$1.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-6.2K- 11.44% |
$264K - $282K
|
48K
$2.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-107K- 58.49% |
$4.55M - $4.86M
|
75.8K
$3.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
570New |
$24.3K - $25.9K
|
570
$25K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-43.5K- 1.3% |
$1.85M - $1.98M
|
3.29M
$144M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-2.34K- 7.04% |
$99.8K - $107K
|
30.9K
$1.36M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
823+ 4.26% |
$35.1K - $37.5K
|
20.1K
$882K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
25+ 2.34% |
$1.07K - $1.14K
|
1.09K
$47.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
37+ 0.74% |
$1.58K - $1.68K
|
5.01K
$219K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
SELL
|
- |
-414- 3.57% |
$17.6K - $18.8K
|
11.2K
$490K
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-522- 0.48% |
$22.2K - $23.8K
|
107K
$4.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-98- 2.01% |
$4.18K - $4.46K
|
4.77K
$209K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-1.37K- 9.22% |
$58.5K - $62.5K
|
13.5K
$592K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-779- 14.25% |
$33.2K - $35.5K
|
4.69K
$205K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
906+ 11.46% |
$38.6K - $41.2K
|
8.81K
$386K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3.48KNew |
$148K - $159K
|
3.48K
$153K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
778+ 1.75% |
$33.2K - $35.4K
|
45.3K
$1.99M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-62- 3.3% |
$2.64K - $2.82K
|
1.82K
$79.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.4K+ 12.24% |
$145K - $155K
|
31.1K
$1.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
5.67KNew |
$242K - $258K
|
5.67K
$248K
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
778+ 5.34% |
$33.2K - $35.4K
|
15.4K
$673K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-14.7K- 3.07% |
$625K - $667K
|
463K
$20.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-21- 0.19% |
$895 - $956
|
11.2K
$490K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.51K+ 7.9% |
$320K - $342K
|
103K
$4.49M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.23KNew |
$52.5K - $56.1K
|
1.23K
$54K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-60.7K- 83.61% |
$2.59M - $2.76M
|
11.9K
$521K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
907New |
$38.6K - $41.3K
|
907
$39.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-87- 1.6% |
$3.71K - $3.96K
|
5.34K
$234K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-65- 0.72% |
$2.77K - $2.96K
|
8.99K
$394K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-401- 2.82% |
$17.1K - $18.2K
|
13.8K
$604K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-28.3K- 22.66% |
$1.21M - $1.29M
|
96.7K
$4.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
288+ 0.75% |
$12.3K - $13.1K
|
38.8K
$1.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-1.19K- 8.65% |
$50.5K - $53.9K
|
12.5K
$549K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.71K- 5.78% |
$72.8K - $77.7K
|
27.9K
$1.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-14.4K- 8.27% |
$614K - $656K
|
160K
$7M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-3.29K- 13.81% |
$140K - $150K
|
20.5K
$899K
|