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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
2.62K+ 8.67% |
$97.7K - $113K
|
32.9K
$1.49M
|
|
|
Aug 08, 2022
Q2 2022
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-5.41KClosed |
$202K - $233K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-5.65KClosed |
$210K - $243K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
250New |
$9.31K - $10.8K
|
250
$11.3K
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-6KClosed |
$223K - $258K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
28.6KNew |
$1.06M - $1.23M
|
28.6K
$1.29M
|
|
|
Jul 26, 2022
Q2 2022
|
Mendel Capital Management LLC
|
SELL
|
- |
-4.99KClosed |
$186K - $215K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
782+ 4.1% |
$29.1K - $33.6K
|
19.8K
$899K
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-566- 0.9% |
$21.1K - $24.3K
|
62K
$2.81M
|
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
30.1K+ 389.55% |
$1.12M - $1.29M
|
37.8K
$1.71M
|
|
|
Jul 21, 2022
Q2 2022
|
G&S Capital LLC
|
SELL
|
- |
-23.1KClosed |
$861K - $995K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
250New |
$9.31K - $10.8K
|
250
$11.3K
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-340Closed |
$12.7K - $14.6K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Asset Management Resources, LLC
|
SELL
|
- |
-7.33KClosed |
$273K - $315K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
61.8KNew |
$2.3M - $2.66M
|
61.8K
$2.8M
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
938+ 3.59% |
$34.9K - $40.4K
|
27.1K
$1.23M
|
|
|
Jul 15, 2022
Q2 2022
|
Tkg Advisors, LLC
|
SELL
|
- |
-5.74KClosed |
$214K - $247K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-6.83KClosed |
$254K - $294K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-3.32KClosed |
$133K - $143K
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.55KClosed |
$142K - $153K
|
0
$0
|
|
|
Jun 13, 2022
Q1 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-414Closed |
$16.5K - $17.8K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-27Closed |
$1.08K - $1.16K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-31.5KClosed |
$1.26M - $1.36M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
5KNew |
$200K - $215K
|
5K
$226K
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
24K+ 11502.87% |
$960K - $1.04M
|
24.3K
$1.1M
|
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-69.8KClosed |
$2.79M - $3.01M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.71KNew |
$68.1K - $73.5K
|
1.71K
$77.2K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1KClosed |
$40K - $43.1K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
93New |
$3.72K - $4.01K
|
93
$4.21K
|
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-56Closed |
$2.24K - $2.41K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
10.4KNew |
$416K - $449K
|
10.4K
$471K
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-150Closed |
$5.99K - $6.46K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
300New |
$12K - $12.9K
|
300
$13.6K
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-554Closed |
$22.1K - $23.9K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-52Closed |
$2.08K - $2.24K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-296KClosed |
$11.8M - $12.7M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-132Closed |
$5.27K - $5.69K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-5.85KClosed |
$234K - $252K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Bcr Wealth Strategies, LLC
|
SELL
|
- |
-662Closed |
$26.4K - $28.5K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-11.9KClosed |
$475K - $513K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-350Closed |
$14K - $15.1K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Eukles Asset Management
|
BUY
|
- |
61New |
$2.44K - $2.63K
|
61
$2.76K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-1Closed |
$40 - $43.1
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
1.17KNew |
$46.7K - $50.4K
|
1.17K
$52.9K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
275New |
$11K - $11.8K
|
275
$12.5K
|
|
| Q4 2021 | |||||||
|
Mar 11, 2024
Q4 2021
|
Nepc LLC
Boston, MA |
SELL
|
- |
-305KClosed |
$12M - $13.1M
|
0
$0
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
150New |
$5.92K - $6.46K
|
150
$6.79K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-500Closed |
$19.7K - $21.5K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-153Closed |
$6.04K - $6.59K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Awm Capital, LLC
|
SELL
|
- |
-6.43KClosed |
$254K - $277K
|
0
$0
|
|