Latest Institutional Transactions on First Tr Value Line Divid Inde (FVD)

FVD Quotes by TradingView

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
Jul 21, 2022 Q2 2022
Sandy Spring Bank

BUY
 -
250
New
$9.31K - $10.8K
250 $10.9K
Jul 21, 2022 Q2 2022
Tradewinds Capital Management, LLC

SELL
 -
-340
Closed
$12.7K - $14.6K
0 $0
Jul 15, 2022 Q2 2022
Asset Management Resources, LLC

SELL
 -
-7.33K
Closed
$273K - $315K
0 $0
Jul 15, 2022 Q2 2022
Miracle Mile Advisors, LLC

BUY
 -
61.8K
New
$2.3M - $2.66M
61.8K $2.7M
Jul 15, 2022 Q2 2022
Pinnacle Private Wealth, LLC

BUY
 -
938
+ 3.59%
$34.9K - $40.4K
27.1K $1.18M
Jul 15, 2022 Q2 2022
Tkg Advisors, LLC

SELL
 -
-5.74K
Closed
$214K - $247K
0 $0
Jul 07, 2022 Q2 2022
Moody National Bank Trust Division

SELL
 -
-6.83K
Closed
$254K - $294K
0 $0
Q1 2022
Jan 19, 2023 Q1 2022
Stephens Consulting, LLC

Flint, MI
SELL
 -
-3.32K
Closed
$133K - $143K
0 $0
Aug 09, 2022 Q1 2022
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-3.55K
Closed
$142K - $153K
0 $0
Jun 13, 2022 Q1 2022
Ima Wealth, Inc.

Wichita, KS
SELL
 -
-414
Closed
$16.5K - $17.8K
0 $0
May 16, 2022 Q1 2022
V Wealth Advisors LLC

SELL
 -
-31.5K
Closed
$1.26M - $1.36M
0 $0
May 16, 2022 Q1 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 PUT
5K
New
$200K - $215K
5K $219K
May 16, 2022 Q1 2022
True Link Financial Advisors, LLC

BUY
 -
24K
+ 11502.87%
$960K - $1.04M
24.3K $1.06M
May 16, 2022 Q1 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
SELL
 -
-69.8K
Closed
$2.79M - $3.01M
0 $0
May 16, 2022 Q1 2022
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
1.71K
New
$68.1K - $73.5K
1.71K $74.5K
May 16, 2022 Q1 2022
Eaton Vance Management

Boston, MA
SELL
 -
-1K
Closed
$40K - $43.1K
0 $0
May 13, 2022 Q1 2022
Karlinski Andrew C

Irvine, CA
BUY
 -
93
New
$3.72K - $4.01K
93 $4.06K
May 13, 2022 Q1 2022
High Net Worth Advisory Group LLC

Naples, FL
SELL
 -
-56
Closed
$2.24K - $2.41K
0 $0
May 10, 2022 Q1 2022
Allen Capital Group, LLC

BUY
 -
10.4K
New
$416K - $449K
10.4K $455K
May 10, 2022 Q1 2022
Advanced Research Investment Solutions, LLC

SELL
 -
-150
Closed
$5.99K - $6.46K
0 $0
May 06, 2022 Q1 2022
Princeton Global Asset Management LLC

BUY
 -
300
New
$12K - $12.9K
300 $13.1K
May 05, 2022 Q1 2022
Rgt Wealth Advisors, LLC

SELL
 -
-554
Closed
$22.1K - $23.9K
0 $0
May 05, 2022 Q1 2022
Professional Financial Advisors, LLC

SELL
 -
-52
Closed
$2.08K - $2.24K
0 $0
May 05, 2022 Q1 2022
Chemistry Wealth Management LLC

New York, NY
SELL
 -
-296K
Closed
$11.8M - $12.7M
0 $0
May 04, 2022 Q1 2022
Widmann Financial Services, Inc.

SELL
 -
-132
Closed
$5.27K - $5.69K
0 $0
May 02, 2022 Q1 2022
Total Investment Management Inc

Scottsdale, AZ
SELL
 -
-5.85K
Closed
$234K - $252K
0 $0
Apr 29, 2022 Q1 2022
Bcr Wealth Strategies, LLC

SELL
 -
-662
Closed
$26.4K - $28.5K
0 $0
Apr 28, 2022 Q1 2022
Pitti Group Wealth Management, LLC

SELL
 -
-11.9K
Closed
$475K - $513K
0 $0
Apr 28, 2022 Q1 2022
Ahl Investment Management, Inc.

SELL
 -
-350
Closed
$14K - $15.1K
0 $0
Apr 27, 2022 Q1 2022
Eukles Asset Management

BUY
 -
61
New
$2.44K - $2.63K
61 $2.67K
Apr 22, 2022 Q1 2022
Rise Advisors, LLC

SELL
 -
-1
Closed
$40 - $43.1
0 $0
Apr 19, 2022 Q1 2022
Ellevest, Inc.

BUY
 -
1.17K
New
$46.7K - $50.4K
1.17K $51.1K
Apr 08, 2022 Q1 2022
Optimum Investment Advisors

BUY
 -
275
New
$11K - $11.8K
275 $12K
Q4 2021
Mar 11, 2024 Q4 2021
Nepc LLC

Boston, MA
SELL
 -
-305K
Closed
$12M - $13.1M
0 $0
Mar 11, 2022 Q4 2021
City State Bank

Norwalk, IA
BUY
 -
150
New
$5.92K - $6.46K
150 $6.56K
Feb 16, 2022 Q4 2021
Covington Capital Management

SELL
 -
-500
Closed
$19.7K - $21.5K
0 $0
Feb 16, 2022 Q4 2021
Northern Oak Wealth Management Inc

Milwaukee, WI
SELL
 -
-153
Closed
$6.04K - $6.59K
0 $0
Feb 15, 2022 Q4 2021
Awm Capital, LLC

SELL
 -
-6.43K
Closed
$254K - $277K
0 $0
Feb 15, 2022 Q4 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-336
Closed
$13.3K - $14.5K
0 $0
Feb 14, 2022 Q4 2021
Barclays PLC

London, X0
SELL
 -
-239K
Closed
$9.43M - $10.3M
0 $0
Feb 14, 2022 Q4 2021
Jacobi Capital Management LLC

SELL
 -
-105
Closed
$4.14K - $4.52K
0 $0
Feb 14, 2022 Q4 2021
Operose Advisors LLC

Milwaukee, WI
BUY
 -
1.76K
New
$69.3K - $75.5K
1.76K $76.7K
Feb 11, 2022 Q4 2021
Phoenix Wealth Advisors

SELL
 -
-400
Closed
$15.8K - $17.2K
0 $0
Feb 11, 2022 Q4 2021
Gerber Kawasaki Wealth & Investment Management

SELL
 -
-796
Closed
$31.4K - $34.3K
0 $0
Feb 10, 2022 Q4 2021
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
SELL
 -
-840
Closed
$33.1K - $36.2K
0 $0
Feb 09, 2022 Q4 2021
Washington Trust CO

SELL
 -
-2.1K
Closed
$82.9K - $90.4K
0 $0
Feb 08, 2022 Q4 2021
Ranch Capital Advisors Inc.

Sarasota, FL
SELL
 -
-440
Closed
$17.4K - $18.9K
0 $0
Feb 04, 2022 Q4 2021
F3 Logic, LLC

SELL
 -
-9.51K
Closed
$375K - $409K
0 $0
Jan 31, 2022 Q4 2021
Insight Wealth Strategies, LLC

San Ramon, CA
SELL
 -
-7.95K
Closed
$314K - $342K
0 $0

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