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 10, 2023
Q4 2022
|
Signature Wealth Management Group
|
SELL
|
- |
-1.07K- 14.7% |
$38.2K - $44.4K
|
6.22K
$272K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
25New |
$890 - $1.04K
|
25
$1.09K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
950New |
$33.8K - $39.4K
|
950
$41.5K
|
|
| Q3 2022 | |||||||
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-18Closed |
$644 - $760
|
0
$0
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-217- 2.17% |
$7.77K - $9.16K
|
9.77K
$427K
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
500New |
$17.9K - $21.1K
|
500
$21.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
10+ 0.54% |
$358 - $422
|
1.85K
$80.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
1K+ 17.05% |
$35.8K - $42.2K
|
6.87K
$300K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-116- 1.02% |
$4.15K - $4.9K
|
11.2K
$491K
|
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-2.39K- 28.53% |
$85.6K - $101K
|
5.99K
$262K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.69K- 71.46% |
$60.6K - $71.5K
|
676
$29.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-318- 5.25% |
$11.4K - $13.4K
|
5.74K
$251K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
560New |
$20K - $23.6K
|
560
$24.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
146K+ 23.35% |
$5.22M - $6.16M
|
770K
$33.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.03KNew |
$72.7K - $85.8K
|
2.03K
$88.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
2+ 0.4% |
$71.6 - $84.5
|
507
$22.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
7.21KNew |
$258K - $305K
|
7.21K
$315K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
2.53K+ 80.81% |
$90.6K - $107K
|
5.66K
$247K
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$35.8 - $42.2
|
1
$43.7
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
92+ 4.44% |
$3.29K - $3.89K
|
2.17K
$94.6K
|
|
|
Oct 31, 2022
Q3 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-11.1K- 40.09% |
$396K - $467K
|
16.5K
$723K
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
387New |
$13.9K - $16.3K
|
387
$16.9K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
200New |
$7.16K - $8.45K
|
200
$8.74K
|
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
BUY
|
- |
2.53K+ 2.82% |
$90.4K - $107K
|
92.2K
$4.03M
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
140New |
$5.01K - $5.91K
|
140
$6.12K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.36KNew |
$48.7K - $57.5K
|
1.36K
$59.5K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
96+ 38.55% |
$3.44K - $4.05K
|
345
$15.1K
|
|
| Q2 2022 | |||||||
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.19KNew |
$193K - $223K
|
5.19K
$227K
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-150- 14.52% |
$5.59K - $6.45K
|
883
$38.6K
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-26.4KClosed |
$984K - $1.14M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-503Closed |
$18.7K - $21.6K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
658New |
$24.5K - $28.3K
|
658
$28.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-3.75KClosed |
$140K - $161K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-4.49KClosed |
$167K - $193K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-65- 0.94% |
$2.42K - $2.8K
|
6.88K
$301K
|
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
6KNew |
$223K - $258K
|
6K
$262K
|
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-703Closed |
$26.2K - $30.2K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-255Closed |
$9.5K - $11K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
2.62K+ 8.67% |
$97.7K - $113K
|
32.9K
$1.44M
|
|
|
Aug 08, 2022
Q2 2022
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-5.41KClosed |
$202K - $233K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-5.65KClosed |
$210K - $243K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
121KNew |
$4.5M - $5.2M
|
121K
$5.28M
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
250New |
$9.31K - $10.8K
|
250
$10.9K
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-6KClosed |
$223K - $258K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
28.6KNew |
$1.06M - $1.23M
|
28.6K
$1.25M
|
|
|
Jul 26, 2022
Q2 2022
|
Mendel Capital Management LLC
|
SELL
|
- |
-4.99KClosed |
$186K - $215K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
782+ 4.1% |
$29.1K - $33.6K
|
19.8K
$867K
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-566- 0.9% |
$21.1K - $24.3K
|
62K
$2.71M
|
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
30.1K+ 389.55% |
$1.12M - $1.29M
|
37.8K
$1.65M
|
|
|
Jul 21, 2022
Q2 2022
|
G&S Capital LLC
|
SELL
|
- |
-23.1KClosed |
$861K - $995K
|
0
$0
|
|