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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
18.9K+ 3578.45% |
$708K - $778K
|
19.5K
$881K
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-704- 5.05% |
$26.3K - $28.9K
|
13.2K
$600K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
906New |
$33.9K - $37.2K
|
906
$41K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
13.7KNew |
$512K - $563K
|
13.7K
$620K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-99.2K- 13.56% |
$3.71M - $4.08M
|
632K
$28.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-51- 0.72% |
$1.91K - $2.1K
|
7.04K
$319K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
49+ 0.49% |
$1.83K - $2.01K
|
10.1K
$459K
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
7.28K+ 5.57% |
$272K - $299K
|
138K
$6.25M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
5.47KNew |
$205K - $225K
|
5.47K
$248K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
146New |
$5.46K - $6K
|
146
$6.61K
|
|
|
Oct 30, 2023
Q3 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
108+ 1.8% |
$4.04K - $4.44K
|
6.1K
$276K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
377New |
$14.1K - $15.5K
|
377
$17.1K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
924+ 2.41% |
$34.5K - $38K
|
39.2K
$1.78M
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-553- 55.13% |
$20.7K - $22.7K
|
450
$20.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-16.4K- 64.97% |
$613K - $674K
|
8.84K
$400K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
125New |
$4.67K - $5.14K
|
125
$5.66K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
105New |
$3.93K - $4.32K
|
105
$4.76K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.06K- 2.15% |
$39.6K - $43.5K
|
48.3K
$2.19M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
434New |
$16.2K - $17.8K
|
434
$19.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
2.14K+ 22.95% |
$80K - $88K
|
11.5K
$519K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-488- 76.73% |
$18.2K - $20.1K
|
148
$6.7K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
72+ 72.0% |
$2.78K - $2.93K
|
172
$7.79K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
185KNew |
$7.15M - $7.53M
|
185K
$8.37M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.51K- 27.41% |
$58.2K - $61.3K
|
3.99K
$180K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
4.32KNew |
$167K - $176K
|
4.32K
$196K
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
191New |
$7.38K - $7.78K
|
191
$8.65K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-656- 3.19% |
$25.4K - $26.7K
|
19.9K
$903K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
86.1KNew |
$3.33M - $3.51M
|
86.1K
$3.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.81K- 8.87% |
$70K - $73.7K
|
18.6K
$842K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
225New |
$8.7K - $9.16K
|
225
$10.2K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
7.98KNew |
$309K - $325K
|
7.98K
$362K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.45K- 12.27% |
$133K - $140K
|
24.7K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-795- 13.08% |
$30.7K - $32.4K
|
5.28K
$239K
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-5.81K- 47.31% |
$225K - $237K
|
6.47K
$293K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-77.5K- 23.92% |
$3M - $3.16M
|
246K
$11.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
280New |
$10.8K - $11.4K
|
280
$12.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
90+ 0.66% |
$3.48K - $3.66K
|
13.6K
$617K
|
|
|
Aug 08, 2023
Q2 2023
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-5.06K- 2.59% |
$196K - $206K
|
190K
$8.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 0.76% |
$77.3 - $81.4
|
266
$12K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
92KNew |
$3.56M - $3.75M
|
92K
$4.17M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-206- 0.51% |
$7.96K - $8.39K
|
40.4K
$1.83M
|
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.71K- 19.87% |
$105K - $111K
|
10.9K
$496K
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
BUY
|
- |
6.21KNew |
$240K - $253K
|
6.21K
$281K
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5.62KNew |
$217K - $229K
|
5.62K
$254K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-129K- 72.85% |
$5M - $5.27M
|
48.2K
$2.18M
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
975New |
$37.7K - $39.7K
|
975
$44.2K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.32K- 11.63% |
$51K - $53.7K
|
10K
$453K
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.82K- 8.6% |
$70.4K - $74.2K
|
19.4K
$876K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-629- 7.98% |
$24.3K - $25.6K
|
7.26K
$329K
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
4.95K+ 5.9% |
$191K - $202K
|
88.8K
$4.02M
|
|