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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-847- 3.36% |
$38.1K - $39.2K
|
24.3K
$1.12M
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-295- 4.87% |
$13.3K - $13.6K
|
5.77K
$265K
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-130- 1.27% |
$5.85K - $6.01K
|
10.1K
$465K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-831- 10.5% |
$37.4K - $38.4K
|
7.08K
$325K
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
340+ 0.47% |
$15.3K - $15.7K
|
72.6K
$3.33M
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
605New |
$27.2K - $28K
|
605
$27.8K
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
SELL
|
- |
-14.4K- 5.76% |
$650K - $668K
|
236K
$10.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-5.52K- 6.81% |
$248K - $255K
|
75.5K
$3.47M
|
|
|
Jan 07, 2026
Q4 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
BUY
|
- |
2.99K+ 9.39% |
$134K - $138K
|
34.8K
$1.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
119+ 2.01% |
$5.36K - $5.5K
|
6.05K
$278K
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-3.9K- 8.98% |
$176K - $180K
|
39.5K
$1.81M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
20+ 0.46% |
$900 - $925
|
4.38K
$201K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
11.9K+ 4.07% |
$534K - $548K
|
303K
$13.9M
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
125+ 1.99% |
$5.63K - $5.78K
|
6.41K
$294K
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.12K+ 7.83% |
$50.2K - $51.6K
|
15.4K
$705K
|
|
|
Jan 05, 2026
Q4 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-258- 1.3% |
$11.6K - $11.9K
|
19.6K
$901K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
462+ 0.76% |
$20.8K - $21.4K
|
61.5K
$2.82M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
SELL
|
- |
-2.75K- 0.57% |
$124K - $127K
|
483K
$22.2M
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.58K+ 3.33% |
$339K - $355K
|
235K
$10.8M
|
|
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-2.5K- 25.73% |
$112K - $117K
|
7.2K
$331K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.41K- 11.56% |
$63K - $66K
|
10.8K
$495K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-10.9K- 5.55% |
$489K - $513K
|
186K
$8.54M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-5.82K- 4.22% |
$260K - $273K
|
132K
$6.06M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.9K- 54.96% |
$130K - $136K
|
2.38K
$109K
|
|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
SELL
|
- |
-751- 3.02% |
$33.6K - $35.2K
|
24.1K
$1.11M
|
|
|
Nov 21, 2025
Q3 2025
|
Petix & Botte CO
|
SELL
|
- |
-24K- 6.0% |
$1.08M - $1.13M
|
377K
$17.3M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-1.99K- 45.83% |
$88.9K - $93.2K
|
2.35K
$108K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
481+ 3.64% |
$21.5K - $22.5K
|
13.7K
$628K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-715- 1.99% |
$32K - $33.5K
|
35.2K
$1.61M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-56- 1.17% |
$2.5K - $2.62K
|
4.74K
$217K
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
6+ 0.02% |
$268 - $281
|
39.8K
$1.83M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-464- 4.34% |
$20.8K - $21.7K
|
10.2K
$470K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
1.55K+ 5.87% |
$69.4K - $72.7K
|
28K
$1.29M
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.19K+ 0.75% |
$53.3K - $55.8K
|
160K
$7.37M
|
|
|
Nov 17, 2025
Q3 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
109New |
$4.88K - $5.11K
|
109
$5K
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
SELL
|
- |
-1.91K- 0.77% |
$85.5K - $89.6K
|
246K
$11.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.89K- 7.05% |
$219K - $229K
|
64.5K
$2.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
69.2K+ 302.18% |
$3.1M - $3.24M
|
92.1K
$4.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.65K- 4.14% |
$118K - $124K
|
61.3K
$2.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-865K- 13.33% |
$38.7M - $40.5M
|
5.62M
$258M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-4.06K- 2.67% |
$182K - $190K
|
148K
$6.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.13K- 0.66% |
$95.1K - $99.6K
|
321K
$14.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-6.35K- 56.78% |
$284K - $297K
|
4.83K
$222K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-39.7K- 52.65% |
$1.78M - $1.86M
|
35.7K
$1.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-80.9K- 35.0% |
$3.62M - $3.79M
|
150K
$6.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
4.71KNew |
$211K - $221K
|
4.71K
$216K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
72.8K+ 2.85% |
$3.25M - $3.41M
|
2.63M
$121M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-113K- 92.49% |
$5.04M - $5.28M
|
9.15K
$420K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-15.2K- 2.93% |
$680K - $712K
|
504K
$23.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-530- 0.18% |
$23.7K - $24.8K
|
295K
$13.5M
|
|