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 25, 2022
Q4 2021
|
Fulcrum Capital LLC
|
SELL
|
- |
-11.9KClosed |
$468K - $510K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-100Closed |
$3.95K - $4.3K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
718New |
$28.3K - $30.9K
|
718
$31.4K
|
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-10.9KClosed |
$430K - $469K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-265Closed |
$10.5K - $11.4K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
SELL
|
- |
-5.52KClosed |
$217K - $230K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-14.2KClosed |
$558K - $594K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-7KClosed |
$274K - $292K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.93KClosed |
$115K - $122K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-559- 50.0% |
$21.9K - $23.3K
|
559
$24.4K
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-5.09KClosed |
$199K - $212K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-30- 4.29% |
$1.18K - $1.25K
|
670
$29.3K
|
|
|
Oct 22, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-556Closed |
$21.8K - $23.2K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
450New |
$17.6K - $18.8K
|
450
$19.7K
|
|
|
Oct 19, 2021
Q3 2021
|
Albion Financial Group
|
SELL
|
- |
-150Closed |
$5.88K - $6.26K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-687- 9.92% |
$26.9K - $28.7K
|
6.24K
$273K
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-466Closed |
$18.3K - $19.4K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-5.35K- 98.53% |
$204K - $218K
|
80
$3.5K
|
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
3.06K+ 18.65% |
$117K - $125K
|
19.5K
$851K
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-37KClosed |
$1.41M - $1.51M
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-26.6KClosed |
$1.01M - $1.08M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-8.75KClosed |
$334K - $356K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-393Closed |
$15K - $16K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-2.13KClosed |
$81.3K - $86.7K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-92Closed |
$3.51K - $3.75K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Belvedere Trading LLC
|
SELL
|
- |
-10.3KClosed |
$394K - $421K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-751Closed |
$28.7K - $30.6K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Trust CO
|
SELL
|
- |
-245Closed |
$9.35K - $9.98K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-16.7KClosed |
$639K - $681K
|
0
$0
|
|
|
Jul 08, 2021
Q2 2021
|
Canton Hathaway, LLC
|
SELL
|
- |
-197Closed |
$7.52K - $8.02K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jul 13, 2021
Q1 2021
|
Pflug Koory, LLC
|
BUY
|
- |
13New |
$449 - $498
|
13
$568
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
17.5KNew |
$605K - $671K
|
17.5K
$765K
|
|
|
May 24, 2021
Q1 2021
|
Advisory Resource Group
|
SELL
|
- |
-273KClosed |
$9.43M - $10.5M
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Defined Wealth Management, LLC
|
SELL
|
- |
-434Closed |
$15K - $16.6K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-6.16KClosed |
$213K - $236K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-7.14KClosed |
$247K - $274K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-12.4KClosed |
$427K - $474K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
American Financial Advisors, LLC
|
SELL
|
- |
-6.68KClosed |
$231K - $256K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-228KClosed |
$7.9M - $8.76M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-175Closed |
$6.05K - $6.71K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
156New |
$5.39K - $5.98K
|
156
$6.82K
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.95KClosed |
$67.4K - $74.7K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-100Closed |
$3.46K - $3.83K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-10.6KClosed |
$365K - $404K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-586Closed |
$20.3K - $22.5K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1Closed |
$34.6 - $38.3
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-402Closed |
$13.9K - $15.4K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Life Pro Asset Management
|
SELL
|
- |
-10.5KClosed |
$361K - $401K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-575Closed |
$19.9K - $22K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-968- 49.19% |
$33.5K - $37.1K
|
1K
$43.7K
|
|