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 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.9K- 34.12% |
$443K - $492K
|
21K
$962K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
6+ 0.13% |
$244 - $271
|
4.77K
$218K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.19K- 2.93% |
$48.1K - $53.5K
|
39.3K
$1.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.63K- 1.23% |
$107K - $119K
|
211K
$9.67M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-13.3K- 6.34% |
$542K - $602K
|
197K
$9.01M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
63+ 1.07% |
$2.56K - $2.84K
|
5.97K
$273K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
126+ 1.19% |
$5.12K - $5.69K
|
10.7K
$489K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
6.56KNew |
$266K - $296K
|
6.56K
$300K
|
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-1.62K- 8.57% |
$65.8K - $73K
|
17.3K
$789K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-10.3K- 6.43% |
$417K - $463K
|
150K
$6.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-346- 3.09% |
$14.1K - $15.6K
|
10.8K
$496K
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-14.4K- 14.6% |
$583K - $648K
|
84K
$3.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
4.78KNew |
$194K - $216K
|
4.78K
$219K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
300New |
$12.2K - $13.5K
|
300
$13.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-16.3K- 29.3% |
$662K - $735K
|
39.3K
$1.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-48- 0.38% |
$1.95K - $2.17K
|
12.5K
$570K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
254+ 4.17% |
$10.3K - $11.5K
|
6.35K
$290K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-199- 1.53% |
$8.08K - $8.98K
|
12.8K
$584K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
5+ 0.24% |
$203 - $226
|
2.1K
$95.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-500- 3.08% |
$20.3K - $22.6K
|
15.7K
$719K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-205- 0.23% |
$8.33K - $9.25K
|
89.8K
$4.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-7.51K- 29.32% |
$305K - $339K
|
18.1K
$827K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-55.9K- 19.55% |
$2.27M - $2.52M
|
230K
$10.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
60+ 0.58% |
$2.44K - $2.71K
|
10.5K
$478K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-2.75K- 3.31% |
$112K - $124K
|
80.3K
$3.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-2.75K- 1.1% |
$112K - $124K
|
248K
$11.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
16+ 0.12% |
$650 - $722
|
13.6K
$621K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
137KNew |
$5.56M - $6.18M
|
137K
$6.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-861- 1.12% |
$35K - $38.8K
|
75.9K
$3.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.07K- 1.77% |
$84K - $93.3K
|
115K
$5.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
321+ 1.16% |
$13K - $14.5K
|
28K
$1.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-524- 1.47% |
$21.3K - $23.6K
|
35.2K
$1.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-287- 1.15% |
$11.7K - $12.9K
|
24.7K
$1.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
36+ 0.59% |
$1.46K - $1.62K
|
6.16K
$282K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
6+ 0.07% |
$244 - $271
|
8.82K
$403K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-28.2K- 70.14% |
$1.15M - $1.27M
|
12K
$550K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
181+ 2.19% |
$7.35K - $8.17K
|
8.45K
$386K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5+ 0.0% |
$203 - $226
|
241K
$11M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-125- 2.64% |
$5.08K - $5.64K
|
4.61K
$211K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
71+ 0.41% |
$2.88K - $3.2K
|
17.3K
$793K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-40- 0.1% |
$1.62K - $1.8K
|
39.8K
$1.82M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.54K- 1.86% |
$103K - $114K
|
134K
$6.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-370- 4.92% |
$15K - $16.7K
|
7.15K
$327K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
39+ 0.07% |
$1.58K - $1.76K
|
56.1K
$2.56M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
17.4K+ 16.75% |
$706K - $784K
|
121K
$5.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
77K+ 77.69% |
$3.13M - $3.48M
|
176K
$8.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-43.2K- 44.62% |
$1.75M - $1.95M
|
53.6K
$2.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-3.35K- 21.79% |
$136K - $151K
|
12K
$549K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-1.79K- 10.67% |
$72.7K - $80.8K
|
15K
$685K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-2.04K- 4.59% |
$83K - $92.2K
|
42.4K
$1.94M
|