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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-500- 5.71% |
$21.3K - $22.8K
|
8.25K
$381K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
11.2K+ 232.02% |
$475K - $508K
|
16K
$738K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-1.96K- 19.07% |
$83.6K - $89.3K
|
8.33K
$385K
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
13.4K+ 7.71% |
$570K - $609K
|
187K
$8.63M
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
187KNew |
$7.96M - $8.5M
|
187K
$8.63M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
6.4KNew |
$273K - $291K
|
6.4K
$296K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
64+ 148.84% |
$2.73K - $2.91K
|
107
$4.94K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-61- 11.47% |
$2.6K - $2.78K
|
471
$21.8K
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
2+ 0.04% |
$85.2 - $91
|
4.94K
$228K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
315New |
$13.4K - $14.3K
|
315
$14.6K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
135+ 250.0% |
$5.75K - $6.14K
|
189
$8.73K
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
4.56KNew |
$194K - $208K
|
4.56K
$211K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-6.2K- 11.44% |
$264K - $282K
|
48K
$2.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
570New |
$24.3K - $25.9K
|
570
$26.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-779- 14.25% |
$33.2K - $35.5K
|
4.69K
$217K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
5.67KNew |
$242K - $258K
|
5.67K
$262K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.23KNew |
$52.5K - $56.1K
|
1.23K
$56.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
907New |
$38.6K - $41.3K
|
907
$41.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-87- 1.6% |
$3.71K - $3.96K
|
5.34K
$247K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-65- 0.72% |
$2.77K - $2.96K
|
8.99K
$415K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
91+ 0.98% |
$3.88K - $4.14K
|
9.34K
$431K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-7.95K- 10.47% |
$339K - $362K
|
68K
$3.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
7KNew |
$298K - $319K
|
7K
$323K
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
4.98KNew |
$212K - $227K
|
4.98K
$230K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-778- 14.37% |
$33.2K - $35.4K
|
4.64K
$214K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
237New |
$10.1K - $10.8K
|
237
$10.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-4.49K- 57.93% |
$191K - $204K
|
3.26K
$151K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
10.3KNew |
$439K - $469K
|
10.3K
$476K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-2.83K- 22.45% |
$121K - $129K
|
9.78K
$452K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-663- 34.78% |
$28.3K - $30.2K
|
1.24K
$57.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-140- 0.37% |
$5.97K - $6.37K
|
37.9K
$1.75M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
6.83K+ 76.11% |
$291K - $311K
|
15.8K
$730K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
406New |
$17.3K - $18.5K
|
406
$18.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
25+ 0.15% |
$1.07K - $1.14K
|
16.9K
$780K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
110+ 1.52% |
$4.69K - $5.01K
|
7.36K
$340K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
300New |
$12.8K - $13.7K
|
300
$13.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-17.5K- 69.65% |
$747K - $798K
|
7.64K
$353K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-227- 0.28% |
$9.67K - $10.3K
|
81.9K
$3.78M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
166New |
$7.07K - $7.55K
|
166
$7.67K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-825- 62.26% |
$35.2K - $37.5K
|
500
$23.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
866+ 205.7% |
$36.9K - $39.4K
|
1.29K
$59.5K
|
|
| Q4 2024 | |||||||
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-214- 7.28% |
$9.29K - $9.99K
|
2.73K
$126K
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.05K- 6.22% |
$45.4K - $48.8K
|
15.8K
$728K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
689New |
$29.9K - $32.2K
|
689
$31.8K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-46- 9.64% |
$2K - $2.15K
|
431
$19.9K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
707New |
$30.7K - $33K
|
707
$32.7K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
1.97KNew |
$85.5K - $92K
|
1.97K
$91K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-377- 1.94% |
$16.4K - $17.6K
|
19K
$879K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
3New |
$130 - $140
|
3
$139
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
6.19KNew |
$269K - $289K
|
6.19K
$286K
|
|