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 |
|---|---|---|---|---|---|---|---|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-656- 3.19% |
$25.4K - $26.7K
|
19.9K
$871K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
86.1KNew |
$3.33M - $3.51M
|
86.1K
$3.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.81K- 8.87% |
$70K - $73.7K
|
18.6K
$813K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
225New |
$8.7K - $9.16K
|
225
$9.83K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
7.98KNew |
$309K - $325K
|
7.98K
$349K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.45K- 12.27% |
$133K - $140K
|
24.7K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-795- 13.08% |
$30.7K - $32.4K
|
5.28K
$231K
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-5.81K- 47.31% |
$225K - $237K
|
6.47K
$283K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-77.5K- 23.92% |
$3M - $3.16M
|
246K
$10.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
280New |
$10.8K - $11.4K
|
280
$12.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
90+ 0.66% |
$3.48K - $3.66K
|
13.6K
$595K
|
|
|
Aug 08, 2023
Q2 2023
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-5.06K- 2.59% |
$196K - $206K
|
190K
$8.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 0.76% |
$77.3 - $81.4
|
266
$11.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
92KNew |
$3.56M - $3.75M
|
92K
$4.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-206- 0.51% |
$7.96K - $8.39K
|
40.4K
$1.77M
|
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.71K- 19.87% |
$105K - $111K
|
10.9K
$478K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.46KNew |
$56.4K - $59.5K
|
1.46K
$63.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
BUY
|
- |
6.21KNew |
$240K - $253K
|
6.21K
$271K
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5.62KNew |
$217K - $229K
|
5.62K
$245K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-129K- 72.85% |
$5M - $5.27M
|
48.2K
$2.11M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
5+ 0.07% |
$193 - $204
|
7.61K
$332K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
975New |
$37.7K - $39.7K
|
975
$42.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.14KNew |
$44.1K - $46.4K
|
1.14K
$49.8K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.32K- 11.63% |
$51K - $53.7K
|
10K
$438K
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.82K- 8.6% |
$70.4K - $74.2K
|
19.4K
$846K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-232- 4.02% |
$8.97K - $9.45K
|
5.53K
$242K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-629- 7.98% |
$24.3K - $25.6K
|
7.26K
$317K
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
4.95K+ 5.9% |
$191K - $202K
|
88.8K
$3.88M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-13.7K- 2.78% |
$531K - $559K
|
481K
$21M
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.83K- 42.22% |
$148K - $156K
|
5.23K
$229K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
145New |
$5.61K - $5.9K
|
145
$6.34K
|
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1K- 14.71% |
$38.7K - $40.7K
|
5.8K
$253K
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1.32KNew |
$51.1K - $53.8K
|
1.32K
$57.7K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-22.2K- 15.59% |
$858K - $903K
|
120K
$5.25M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-22.2K- 15.59% |
$858K - $903K
|
120K
$5.25M
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
938New |
$36.3K - $38.2K
|
938
$41K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
66New |
$2.55K - $2.69K
|
66
$2.88K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
263K+ 107.54% |
$10.2M - $10.7M
|
507K
$22.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-130- 9.62% |
$5.03K - $5.29K
|
1.22K
$53.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-600- 10.54% |
$23.2K - $24.4K
|
5.1K
$223K
|
|
| Q1 2023 | |||||||
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
618New |
$23.7K - $25.6K
|
618
$27K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.45KNew |
$248K - $267K
|
6.45K
$282K
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-163- 10.77% |
$6.26K - $6.74K
|
1.35K
$59K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-257- 20.45% |
$9.88K - $10.6K
|
1K
$43.7K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
215New |
$8.26K - $8.89K
|
215
$9.4K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-32.8K- 83.34% |
$1.26M - $1.36M
|
6.57K
$287K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-941- 6.58% |
$36.2K - $38.9K
|
13.4K
$584K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-926- 3.06% |
$35.6K - $38.3K
|
29.3K
$1.28M
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
SELL
|
- |
-1.24K- 19.11% |
$47.5K - $51.1K
|
5.23K
$228K
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
6.03KNew |
$232K - $250K
|
6.03K
$264K
|
|