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 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
15KNew |
$577K - $621K
|
15K
$656K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
103KNew |
$3.97M - $4.27M
|
103K
$4.51M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
304New |
$11.7K - $12.6K
|
304
$13.3K
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-44.7K- 84.0% |
$1.72M - $1.85M
|
8.52K
$372K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
294New |
$11.3K - $12.2K
|
294
$12.8K
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
1.09KNew |
$42K - $45.2K
|
1.09K
$47.8K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-438- 1.43% |
$16.8K - $18.1K
|
30.1K
$1.32M
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-9.56K- 48.44% |
$367K - $395K
|
10.2K
$445K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
682+ 265.37% |
$26.2K - $28.2K
|
939
$41K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
754New |
$29K - $31.2K
|
754
$32.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-137- 2.62% |
$5.26K - $5.67K
|
5.08K
$222K
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
5.15KNew |
$198K - $213K
|
5.15K
$225K
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
346KNew |
$13.3M - $14.3M
|
346K
$15.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1KNew |
$38.4K - $41.4K
|
1K
$43.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
5.01KNew |
$192K - $207K
|
5.01K
$219K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2.57KNew |
$98.6K - $106K
|
2.57K
$112K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-11.6K- 5.02% |
$445K - $479K
|
219K
$9.58M
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
107New |
$4.11K - $4.43K
|
107
$4.68K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-18.1K- 22.07% |
$695K - $748K
|
63.9K
$2.79M
|
|
| Q4 2022 | |||||||
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
904New |
$32.2K - $37.5K
|
904
$39.5K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
888New |
$31.6K - $36.8K
|
888
$38.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.49KNew |
$231K - $269K
|
6.49K
$284K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
32.5K+ 16.16% |
$1.16M - $1.35M
|
234K
$10.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
452New |
$16.1K - $18.7K
|
452
$19.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
500New |
$17.8K - $20.7K
|
500
$21.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-590K- 97.49% |
$21M - $24.5M
|
15.2K
$663K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.53KNew |
$89.9K - $105K
|
2.53K
$110K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.09KNew |
$38.9K - $45.3K
|
1.09K
$47.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
139+ 0.59% |
$4.95K - $5.76K
|
23.6K
$1.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
720+ 36.51% |
$25.6K - $29.9K
|
2.69K
$118K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
2+ 0.19% |
$71.2 - $82.9
|
1.08K
$47.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.67K+ 24.65% |
$59.3K - $69.1K
|
8.43K
$368K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
795New |
$28.3K - $33K
|
795
$34.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
492New |
$17.5K - $20.4K
|
492
$21.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-2.51K- 6.78% |
$89.2K - $104K
|
34.5K
$1.51M
|
|
|
Feb 09, 2023
Q4 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-10K- 20.6% |
$357K - $416K
|
38.6K
$1.69M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-323- 0.8% |
$11.5K - $13.4K
|
40.3K
$1.76M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.81K- 88.4% |
$136K - $158K
|
500
$21.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.89KNew |
$67.3K - $78.3K
|
1.89K
$82.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
343New |
$12.2K - $14.2K
|
343
$15K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-2.23K- 1.21% |
$79.6K - $92.6K
|
182K
$7.95M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
135New |
$4.81K - $5.6K
|
135
$5.9K
|
|
|
Jan 23, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-303- 1.24% |
$10.8K - $12.6K
|
24.1K
$1.05M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
217KNew |
$7.72M - $8.98M
|
217K
$9.47M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
5.66KNew |
$201K - $234K
|
5.66K
$247K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
304+ 0.6% |
$10.8K - $12.6K
|
51.4K
$2.24M
|
|
|
Jan 17, 2023
Q4 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
5.16KNew |
$184K - $214K
|
5.16K
$226K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.4KNew |
$85.5K - $99.5K
|
2.4K
$105K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-589- 27.5% |
$21K - $24.4K
|
1.55K
$67.9K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
48New |
$1.71K - $1.99K
|
48
$2.1K
|
|