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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-937- 14.51% |
$38.1K - $42.3K
|
5.52K
$250K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
148+ 2.56% |
$6.01K - $6.68K
|
5.93K
$269K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
73+ 0.09% |
$2.97K - $3.29K
|
82.1K
$3.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-15.1K- 6.06% |
$614K - $683K
|
235K
$10.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
39.9K+ 195.19% |
$1.62M - $1.8M
|
60.3K
$2.73M
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-471- 6.97% |
$19.1K - $21.3K
|
6.29K
$285K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-32.9K- 9.94% |
$1.34M - $1.48M
|
298K
$13.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.31KNew |
$134K - $149K
|
3.31K
$150K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-2.91K- 5.75% |
$118K - $131K
|
47.7K
$2.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-6.76K- 1.6% |
$274K - $305K
|
415K
$18.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
544+ 1.49% |
$22.1K - $24.5K
|
37K
$1.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1+ 0.01% |
$40.6 - $45.1
|
11.7K
$531K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.1K- 28.11% |
$329K - $365K
|
20.7K
$938K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-770- 5.09% |
$31.3K - $34.7K
|
14.4K
$650K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
24+ 0.29% |
$975 - $1.08K
|
8.22K
$372K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
4.3K+ 3.37% |
$175K - $194K
|
132K
$5.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.08K+ 23.85% |
$43.8K - $48.7K
|
5.6K
$254K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.88K- 7.28% |
$117K - $130K
|
36.6K
$1.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-7.54K- 16.98% |
$306K - $340K
|
36.9K
$1.67M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11K- 17.37% |
$446K - $496K
|
52.2K
$2.37M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
94.9KNew |
$3.86M - $4.28M
|
94.9K
$4.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-4.72K- 9.77% |
$192K - $213K
|
43.6K
$1.97M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-190- 0.26% |
$7.72K - $8.57K
|
72.3K
$3.27M
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
799+ 4.79% |
$32.5K - $36.1K
|
17.5K
$791K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
8.04K+ 2.97% |
$327K - $363K
|
279K
$12.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
708+ 1.66% |
$28.8K - $31.9K
|
43.4K
$1.96M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-48- 0.26% |
$1.95K - $2.17K
|
18.1K
$820K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-11- 0.4% |
$447 - $496
|
2.77K
$125K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
291+ 4.47% |
$11.8K - $13.1K
|
6.81K
$308K
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-2.8K- 5.98% |
$114K - $127K
|
44.1K
$2M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-430- 5.73% |
$17.5K - $19.4K
|
7.08K
$321K
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-32.1K- 20.55% |
$1.3M - $1.45M
|
124K
$5.62M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-6.47K- 3.81% |
$263K - $292K
|
164K
$7.41M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.63K+ 16.01% |
$148K - $164K
|
26.3K
$1.19M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-194- 1.43% |
$7.88K - $8.75K
|
13.4K
$605K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-326- 2.7% |
$13.2K - $14.7K
|
11.7K
$531K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
9.82K+ 2.03% |
$399K - $443K
|
495K
$22.4M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.57K- 1.73% |
$63.7K - $70.7K
|
89.2K
$4.04M
|
|
| Q1 2025 | |||||||
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
6+ 0.7% |
$256 - $273
|
865
$39.2K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
823New |
$35.1K - $37.5K
|
823
$37.3K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-6.81K- 7.63% |
$290K - $310K
|
82.4K
$3.73M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
323K+ 9398.17% |
$13.8M - $14.7M
|
327K
$14.8M
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
234New |
$9.97K - $10.6K
|
234
$10.6K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100K- 58.14% |
$4.26M - $4.55M
|
72K
$3.26M
|
|
|
May 21, 2025
Q1 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
84+ 0.37% |
$3.58K - $3.82K
|
22.8K
$1.03M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
33.3KNew |
$1.42M - $1.51M
|
33.3K
$1.51M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.71K- 6.42% |
$72.9K - $77.9K
|
25K
$1.13M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
12K+ 15.18% |
$510K - $545K
|
90.9K
$4.12M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
162+ 0.59% |
$6.9K - $7.37K
|
27.8K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.03K+ 4.0% |
$172K - $183K
|
105K
$4.74M
|
|