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 |
---|---|---|---|---|---|---|---|
Apr 22, 2021
Q1 2021
|
Barber Financial Group, Inc.
|
SELL
|
- |
-6.14KClosed |
$212K - $235K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-1.51KClosed |
$52.2K - $57.9K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-6.31KClosed |
$218K - $242K
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.51K- 81.08% |
$52.1K - $57.8K
|
352
$15.4K
|
|
Q4 2020 | |||||||
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-500Closed |
$15.7K - $17.6K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-371Closed |
$11.6K - $13.1K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Andesa Financial Management Inc.
|
SELL
|
- |
-7.68KClosed |
$241K - $271K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-50Closed |
$1.57K - $1.76K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
D.B. Root & Company, LLC
|
SELL
|
- |
-49.1KClosed |
$1.54M - $1.73M
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-362Closed |
$11.3K - $12.8K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
1KNew |
$31.3K - $35.3K
|
1K
$43.7K
|
|
Feb 05, 2021
Q4 2020
|
Motco
|
SELL
|
- |
-529Closed |
$16.6K - $18.7K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
717New |
$22.5K - $25.3K
|
717
$31.3K
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-3.62KClosed |
$114K - $128K
|
0
$0
|
|
Jan 25, 2021
Q4 2020
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-15.8KClosed |
$496K - $558K
|
0
$0
|
|
Jan 13, 2021
Q4 2020
|
Arlington Partners LLC
|
SELL
|
- |
-3.1KClosed |
$97K - $109K
|
0
$0
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
10.1KNew |
$318K - $358K
|
10.1K
$443K
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Aspire Private Capital, LLC
|
BUY
|
- |
222New |
$6.63K - $7.3K
|
222
$9.7K
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
10.4KNew |
$311K - $343K
|
10.4K
$456K
|
|
Nov 12, 2020
Q3 2020
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-8.67KClosed |
$259K - $285K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-65Closed |
$1.94K - $2.14K
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-400Closed |
$11.9K - $13.2K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-967Closed |
$28.9K - $31.8K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
18.4KNew |
$550K - $605K
|
18.4K
$804K
|
|
Oct 20, 2020
Q3 2020
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-2.99K- 28.68% |
$89.4K - $98.4K
|
7.44K
$325K
|
|
Oct 16, 2020
Q3 2020
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-300Closed |
$8.96K - $9.86K
|
0
$0
|
|
Oct 16, 2020
Q3 2020
|
Toth Financial Advisory Corp
|
SELL
|
- |
-59Closed |
$1.76K - $1.94K
|
0
$0
|
|
Oct 06, 2020
Q3 2020
|
Tsfg, LLC
|
SELL
|
- |
-4.71KClosed |
$141K - $155K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3.57K- 1.9% |
$93.7K - $118K
|
184K
$8.03M
|
|
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
152KNew |
$3.99M - $5.04M
|
152K
$6.64M
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-689Closed |
$18.1K - $22.9K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-225Closed |
$5.91K - $7.47K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-16.9KClosed |
$443K - $560K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-21.6KClosed |
$567K - $717K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-8.92KClosed |
$234K - $296K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Hc Advisors, LLC
|
SELL
|
- |
-8.92KClosed |
$234K - $296K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-27.6KClosed |
$726K - $918K
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-66.9KClosed |
$1.76M - $2.22M
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1.53KClosed |
$40.1K - $50.7K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Milestone Advisory Partners
|
SELL
|
- |
-175KClosed |
$4.61M - $5.82M
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-15.8KClosed |
$414K - $523K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4.48KClosed |
$118K - $149K
|
0
$0
|
|
Jul 21, 2020
Q2 2020
|
Brookstone Capital Management
|
SELL
|
- |
-121KClosed |
$3.17M - $4M
|
0
$0
|
|
Jul 21, 2020
Q2 2020
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-170Closed |
$4.47K - $5.64K
|
0
$0
|
|
Jul 21, 2020
Q2 2020
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-44.9KClosed |
$1.18M - $1.49M
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-145KClosed |
$3.81M - $4.81M
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-6.65KClosed |
$175K - $221K
|
0
$0
|
|
Jul 13, 2020
Q2 2020
|
Wealth Advisors, Inc.
|
SELL
|
- |
-12.2KClosed |
$320K - $404K
|
0
$0
|
|
Q1 2020 | |||||||
Sep 08, 2021
Q1 2020
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-23.5KClosed |
$562K - $868K
|
0
$0
|
|
Dec 18, 2020
Q1 2020
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-6.71KClosed |
$160K - $248K
|
0
$0
|