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 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
17.9KNew |
$646K - $727K
|
17.9K
$782K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
6.31KNew |
$228K - $256K
|
6.31K
$276K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
7.17KNew |
$259K - $291K
|
7.17K
$313K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
9KNew |
$325K - $366K
|
9K
$393K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
503+ 0.67% |
$18.2K - $20.4K
|
75.4K
$3.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-175- 3.02% |
$6.32K - $7.11K
|
5.63K
$246K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3+ 0.01% |
$108 - $122
|
32.7K
$1.43M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
3.5KNew |
$126K - $142K
|
3.5K
$153K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-300- 1.71% |
$10.8K - $12.2K
|
17.2K
$752K
|
|
| Q3 2023 | |||||||
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
BUY
|
- |
30.8KNew |
$1.15M - $1.27M
|
30.8K
$1.35M
|
|
|
Nov 27, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-15K- 91.79% |
$563K - $619K
|
1.35K
$58.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
260New |
$9.72K - $10.7K
|
260
$11.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-12.4K- 21.61% |
$464K - $511K
|
45.1K
$1.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.91K+ 7.35% |
$146K - $161K
|
57.2K
$2.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-349K- 98.05% |
$13M - $14.3M
|
6.93K
$303K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
509New |
$19K - $20.9K
|
509
$22.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
7.37KNew |
$276K - $303K
|
7.37K
$322K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$37.4 - $41.1
|
1
$43.7
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.38K+ 22.22% |
$51.6K - $56.7K
|
7.58K
$331K
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
5.79KNew |
$216K - $238K
|
5.79K
$253K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-51.8K- 48.01% |
$1.94M - $2.13M
|
56.1K
$2.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
271New |
$10.1K - $11.1K
|
271
$11.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Riverstone Advisors, LLC
|
SELL
|
- |
-951- 13.68% |
$35.6K - $39.1K
|
6K
$262K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
18.9K+ 3578.45% |
$708K - $778K
|
19.5K
$850K
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-704- 5.05% |
$26.3K - $28.9K
|
13.2K
$579K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
906New |
$33.9K - $37.2K
|
906
$39.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
13.7KNew |
$512K - $563K
|
13.7K
$598K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-99.2K- 13.56% |
$3.71M - $4.08M
|
632K
$27.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-51- 0.72% |
$1.91K - $2.1K
|
7.04K
$308K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
49+ 0.49% |
$1.83K - $2.01K
|
10.1K
$442K
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
7.28K+ 5.57% |
$272K - $299K
|
138K
$6.03M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
5.47KNew |
$205K - $225K
|
5.47K
$239K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
146New |
$5.46K - $6K
|
146
$6.38K
|
|
|
Oct 30, 2023
Q3 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
108+ 1.8% |
$4.04K - $4.44K
|
6.1K
$266K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
377New |
$14.1K - $15.5K
|
377
$16.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
924+ 2.41% |
$34.5K - $38K
|
39.2K
$1.71M
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-553- 55.13% |
$20.7K - $22.7K
|
450
$19.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-16.4K- 64.97% |
$613K - $674K
|
8.84K
$386K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
125New |
$4.67K - $5.14K
|
125
$5.46K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
105New |
$3.93K - $4.32K
|
105
$4.59K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.06K- 2.15% |
$39.6K - $43.5K
|
48.3K
$2.11M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
434New |
$16.2K - $17.8K
|
434
$19K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
661New |
$24.7K - $27.2K
|
661
$28.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
2.14K+ 22.95% |
$80K - $88K
|
11.5K
$501K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-488- 76.73% |
$18.2K - $20.1K
|
148
$6.47K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
72+ 72.0% |
$2.78K - $2.93K
|
172
$7.52K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
185KNew |
$7.15M - $7.53M
|
185K
$8.08M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.51K- 27.41% |
$58.2K - $61.3K
|
3.99K
$174K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
4.32KNew |
$167K - $176K
|
4.32K
$189K
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
191New |
$7.38K - $7.78K
|
191
$8.35K
|
|