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 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.97K- 26.59% |
$85.3K - $91.8K
|
5.43K
$246K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
560+ 10.2% |
$24.3K - $26.2K
|
6.05K
$274K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-65- 2.06% |
$2.82K - $3.04K
|
3.09K
$140K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.05KNew |
$45.4K - $48.8K
|
1.05K
$47.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-17- 0.21% |
$738 - $794
|
8.15K
$369K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-500Closed |
$21.7K - $23.4K
|
0
$0
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-512- 5.76% |
$22.2K - $23.9K
|
8.38K
$380K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.09K+ 6.71% |
$47.1K - $50.7K
|
17.3K
$782K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
647New |
$28.1K - $30.2K
|
647
$29.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-6.22K- 17.85% |
$270K - $290K
|
28.6K
$1.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-1.59K- 11.86% |
$69K - $74.2K
|
11.8K
$535K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
144+ 2.27% |
$6.25K - $6.72K
|
6.48K
$293K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
3.22K+ 2.98% |
$140K - $151K
|
111K
$5.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-459- 2.95% |
$19.9K - $21.4K
|
15.1K
$685K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-29.6K- 75.89% |
$1.28M - $1.38M
|
9.4K
$426K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
380New |
$16.5K - $17.7K
|
380
$17.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-250- 18.81% |
$10.9K - $11.7K
|
1.08K
$48.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
19+ 0.32% |
$825 - $887
|
5.93K
$269K
|
|
| Q3 2024 | |||||||
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
9.1KNew |
$368K - $414K
|
9.1K
$412K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
7.24KNew |
$293K - $329K
|
7.24K
$328K
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
9.9KNew |
$400K - $450K
|
9.9K
$448K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-442- 94.65% |
$17.9K - $20.1K
|
25
$1.13K
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
1.86K+ 10.06% |
$75.1K - $84.5K
|
20.3K
$920K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-294- 12.78% |
$11.9K - $13.4K
|
2.01K
$90.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-30.7K- 60.36% |
$1.24M - $1.4M
|
20.2K
$914K
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-437- 7.0% |
$17.7K - $19.9K
|
5.8K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
16K+ 4144.44% |
$649K - $730K
|
16.4K
$744K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
510New |
$20.6K - $23.2K
|
510
$23.1K
|
|
|
Nov 14, 2024
Q3 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
9.38KNew |
$380K - $427K
|
9.38K
$425K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
461New |
$18.6K - $21K
|
461
$20.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-221- 5.19% |
$8.94K - $10.1K
|
4.04K
$183K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
951New |
$38.5K - $43.3K
|
951
$43.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-12.4K- 21.47% |
$502K - $565K
|
45.4K
$2.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-143- 14.52% |
$5.78K - $6.51K
|
842
$38.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
38.4KNew |
$1.55M - $1.75M
|
38.4K
$1.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
1.39K+ 11.54% |
$56K - $63K
|
13.4K
$606K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-3.87K- 32.53% |
$157K - $176K
|
8.03K
$364K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
355New |
$14.4K - $16.1K
|
355
$16.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.6% |
$40.5 - $45.5
|
169
$7.65K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
523New |
$21.2K - $23.8K
|
523
$23.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.01KNew |
$40.9K - $45.9K
|
1.01K
$45.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-450- 5.41% |
$18.2K - $20.5K
|
7.87K
$356K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-245- 4.45% |
$9.91K - $11.1K
|
5.26K
$238K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
8.66KNew |
$350K - $394K
|
8.66K
$392K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
5K+ 37.49% |
$202K - $227K
|
18.3K
$831K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.77KNew |
$112K - $126K
|
2.77K
$125K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-3.67K- 12.35% |
$149K - $167K
|
26.1K
$1.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
5.2KNew |
$210K - $236K
|
5.2K
$235K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-631- 12.46% |
$25.5K - $28.7K
|
4.44K
$201K
|
|