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 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
125New |
$4.99K - $5.3K
|
125
$5.46K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
48New |
$1.92K - $2.04K
|
48
$2.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
SELL
|
- |
-623- 5.47% |
$24.9K - $26.4K
|
10.8K
$470K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
584+ 1.43% |
$23.3K - $24.8K
|
41.4K
$1.81M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-10.5K- 65.65% |
$419K - $445K
|
5.49K
$240K
|
|
|
Jul 16, 2024
Q2 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.97K+ 34.69% |
$78.6K - $83.5K
|
7.65K
$334K
|
|
|
Jul 16, 2024
Q2 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.13K+ 9.39% |
$44.9K - $47.7K
|
13.1K
$572K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-5.42K- 29.66% |
$216K - $230K
|
12.9K
$562K
|
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-1.2K- 3.1% |
$47.9K - $50.9K
|
37.5K
$1.64M
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
5.48KNew |
$219K - $233K
|
5.48K
$239K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
100+ 1.3% |
$3.99K - $4.24K
|
7.76K
$339K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.01KNew |
$40.2K - $42.7K
|
1.01K
$44K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
835New |
$33.3K - $35.4K
|
835
$36.5K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
370+ 6.16% |
$14.8K - $15.7K
|
6.37K
$278K
|
|
| Q1 2024 | |||||||
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
14KNew |
$558K - $590K
|
14K
$611K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-225- 7.96% |
$8.99K - $9.5K
|
2.6K
$114K
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-1.24K- 49.4% |
$49.6K - $52.5K
|
1.27K
$55.6K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
6.05KNew |
$242K - $256K
|
6.05K
$265K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
42.8K+ 43.44% |
$1.71M - $1.81M
|
141K
$6.18M
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
2.91K+ 14.99% |
$116K - $123K
|
22.3K
$974K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-98- 3.02% |
$3.91K - $4.14K
|
3.15K
$138K
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
5.02KNew |
$201K - $212K
|
5.02K
$219K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
514New |
$20.5K - $21.7K
|
514
$22.5K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-526- 9.21% |
$21K - $22.2K
|
5.19K
$227K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.1K- 2.28% |
$445K - $470K
|
477K
$20.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
551K+ 69.71% |
$22M - $23.3M
|
1.34M
$58.6M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
7.04KNew |
$281K - $297K
|
7.04K
$308K
|
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
207+ 2.6% |
$8.27K - $8.74K
|
8.17K
$357K
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-725- 7.47% |
$29K - $30.6K
|
8.99K
$393K
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
28.3KNew |
$1.13M - $1.19M
|
28.3K
$1.24M
|
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
4.91KNew |
$196K - $207K
|
4.91K
$215K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-621- 27.13% |
$24.8K - $26.2K
|
1.67K
$72.9K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
411+ 2.1% |
$16.4K - $17.4K
|
19.9K
$871K
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
2.5KNew |
$99.9K - $106K
|
2.5K
$109K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1K- 16.67% |
$39.9K - $42.2K
|
5K
$219K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-344- 2.41% |
$13.7K - $14.5K
|
14K
$610K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-50- 2.82% |
$2K - $2.11K
|
1.73K
$75.4K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
200+ 4.0% |
$7.99K - $8.45K
|
5.2K
$227K
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
387+ 6.78% |
$15.5K - $16.3K
|
6.1K
$266K
|
|
|
May 07, 2024
Q1 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-385- 4.99% |
$15.4K - $16.3K
|
7.33K
$320K
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-531- 75.64% |
$21.2K - $22.4K
|
171
$7.47K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6+ 0.1% |
$240 - $253
|
5.82K
$254K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-400- 11.11% |
$16K - $16.9K
|
3.2K
$140K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
SELL
|
- |
-1.04K- 51.23% |
$41.6K - $44K
|
991
$43.3K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
5.16KNew |
$206K - $218K
|
5.16K
$225K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-124- 79.49% |
$4.95K - $5.24K
|
32
$1.4K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-5.98K- 4.38% |
$239K - $252K
|
131K
$5.71M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-1.09K- 6.26% |
$43.7K - $46.2K
|
16.4K
$716K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-7.83K- 26.5% |
$313K - $330K
|
21.7K
$949K
|
|