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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
34.9KNew |
$1.26M - $1.42M
|
34.9K
$1.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
746New |
$26.9K - $30.3K
|
746
$34.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
100+ 0.77% |
$3.61K - $4.06K
|
13.1K
$607K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
300New |
$10.8K - $12.2K
|
300
$13.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
5.38KNew |
$194K - $218K
|
5.38K
$248K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
13.3KNew |
$481K - $542K
|
13.3K
$616K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-336- 69.14% |
$12.1K - $13.7K
|
150
$6.93K
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-10.4K- 26.64% |
$375K - $422K
|
28.6K
$1.32M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
6.11KNew |
$220K - $248K
|
6.11K
$282K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
480+ 0.55% |
$17.3K - $19.5K
|
87.9K
$4.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.55K- 5.34% |
$55.8K - $62.9K
|
27.4K
$1.27M
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-6.65KClosed |
$240K - $270K
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-100- 0.57% |
$3.61K - $4.06K
|
17.4K
$804K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
17.9KNew |
$646K - $727K
|
17.9K
$827K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
6.31KNew |
$228K - $256K
|
6.31K
$291K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
7.17KNew |
$259K - $291K
|
7.17K
$331K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
503+ 0.67% |
$18.2K - $20.4K
|
75.4K
$3.49M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-175- 3.02% |
$6.32K - $7.11K
|
5.63K
$260K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3+ 0.01% |
$108 - $122
|
32.7K
$1.51M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
3.5KNew |
$126K - $142K
|
3.5K
$162K
|
|
| Q3 2023 | |||||||
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
BUY
|
- |
30.8KNew |
$1.15M - $1.27M
|
30.8K
$1.42M
|
|
|
Nov 27, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-15K- 91.79% |
$563K - $619K
|
1.35K
$62.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
260New |
$9.72K - $10.7K
|
260
$12K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-12.4K- 21.61% |
$464K - $511K
|
45.1K
$2.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.91K+ 7.35% |
$146K - $161K
|
57.2K
$2.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-349K- 98.05% |
$13M - $14.3M
|
6.93K
$320K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
509New |
$19K - $20.9K
|
509
$23.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
7.37KNew |
$276K - $303K
|
7.37K
$340K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$37.4 - $41.1
|
1
$46.2
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.38K+ 22.22% |
$51.6K - $56.7K
|
7.58K
$350K
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
5.79KNew |
$216K - $238K
|
5.79K
$267K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
271New |
$10.1K - $11.1K
|
271
$12.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Riverstone Advisors, LLC
|
SELL
|
- |
-951- 13.68% |
$35.6K - $39.1K
|
6K
$277K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
18.9K+ 3578.45% |
$708K - $778K
|
19.5K
$899K
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-704- 5.05% |
$26.3K - $28.9K
|
13.2K
$612K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
906New |
$33.9K - $37.2K
|
906
$41.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
13.7KNew |
$512K - $563K
|
13.7K
$633K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-99.2K- 13.56% |
$3.71M - $4.08M
|
632K
$29.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-51- 0.72% |
$1.91K - $2.1K
|
7.04K
$325K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
49+ 0.49% |
$1.83K - $2.01K
|
10.1K
$468K
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
7.28K+ 5.57% |
$272K - $299K
|
138K
$6.37M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
5.47KNew |
$205K - $225K
|
5.47K
$253K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
146New |
$5.46K - $6K
|
146
$6.75K
|
|
|
Oct 30, 2023
Q3 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
108+ 1.8% |
$4.04K - $4.44K
|
6.1K
$282K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
377New |
$14.1K - $15.5K
|
377
$17.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
924+ 2.41% |
$34.5K - $38K
|
39.2K
$1.81M
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-553- 55.13% |
$20.7K - $22.7K
|
450
$20.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-16.4K- 64.97% |
$613K - $674K
|
8.84K
$408K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
125New |
$4.67K - $5.14K
|
125
$5.78K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
105New |
$3.93K - $4.32K
|
105
$4.85K
|
|