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 |
|---|---|---|---|---|---|---|---|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-225- 7.96% |
$8.99K - $9.5K
|
2.6K
$120K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
6.05KNew |
$242K - $256K
|
6.05K
$280K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
42.8K+ 43.44% |
$1.71M - $1.81M
|
141K
$6.53M
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
2.91K+ 14.99% |
$116K - $123K
|
22.3K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-98- 3.02% |
$3.91K - $4.14K
|
3.15K
$145K
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
5.02KNew |
$201K - $212K
|
5.02K
$232K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
514New |
$20.5K - $21.7K
|
514
$23.7K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-526- 9.21% |
$21K - $22.2K
|
5.19K
$240K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.1K- 2.28% |
$445K - $470K
|
477K
$22M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
551K+ 69.71% |
$22M - $23.3M
|
1.34M
$62M
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
4.91KNew |
$196K - $207K
|
4.91K
$227K
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
2.5KNew |
$99.9K - $106K
|
2.5K
$116K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1K- 16.67% |
$39.9K - $42.2K
|
5K
$231K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-50- 2.82% |
$2K - $2.11K
|
1.73K
$79.7K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
200+ 4.0% |
$7.99K - $8.45K
|
5.2K
$240K
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
387+ 6.78% |
$15.5K - $16.3K
|
6.1K
$282K
|
|
|
May 07, 2024
Q1 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-385- 4.99% |
$15.4K - $16.3K
|
7.33K
$339K
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-531- 75.64% |
$21.2K - $22.4K
|
171
$7.9K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-400- 11.11% |
$16K - $16.9K
|
3.2K
$148K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
SELL
|
- |
-1.04K- 51.23% |
$41.6K - $44K
|
991
$45.8K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
5.16KNew |
$206K - $218K
|
5.16K
$238K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-124- 79.49% |
$4.95K - $5.24K
|
32
$1.48K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-5.98K- 4.38% |
$239K - $252K
|
131K
$6.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-1.09K- 6.26% |
$43.7K - $46.2K
|
16.4K
$757K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-7.83K- 26.5% |
$313K - $330K
|
21.7K
$1M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.46KNew |
$58.3K - $61.7K
|
1.46K
$67.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-29.3K- 60.64% |
$1.17M - $1.24M
|
19K
$880K
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
BUY
|
- |
3.86K+ 0.81% |
$154K - $163K
|
482K
$22.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
1.02KNew |
$40.6K - $42.9K
|
1.02K
$46.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.5K- 50.0% |
$59.9K - $63.3K
|
1.5K
$69.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-1.09K- 49.98% |
$43.7K - $46.2K
|
1.09K
$50.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-24- 0.45% |
$959 - $1.01K
|
5.25K
$243K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
778+ 0.66% |
$31.1K - $32.9K
|
118K
$5.47M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-526- 9.21% |
$21K - $22.2K
|
5.19K
$240K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.11KNew |
$44.5K - $47K
|
1.11K
$51.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-36- 0.49% |
$1.44K - $1.52K
|
7.36K
$340K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
6.08K+ 15.19% |
$243K - $257K
|
46.1K
$2.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-982- 14.14% |
$39.2K - $41.5K
|
5.96K
$275K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
70New |
$2.8K - $2.96K
|
70
$3.23K
|
|
| Q4 2023 | |||||||
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-12.2KClosed |
$439K - $494K
|
0
$0
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
262New |
$9.46K - $10.6K
|
262
$12.1K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
625New |
$22.6K - $25.4K
|
625
$28.9K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
158+ 0.86% |
$5.7K - $6.42K
|
18.5K
$856K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3.2KNew |
$115K - $130K
|
3.2K
$148K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
43New |
$1.55K - $1.75K
|
43
$1.99K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
231New |
$8.34K - $9.39K
|
231
$10.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
64New |
$2.31K - $2.6K
|
64
$2.96K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.8K+ 26.02% |
$64.8K - $73K
|
8.7K
$402K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-14K- 64.07% |
$505K - $569K
|
7.85K
$363K
|
|