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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.08K+ 21.23% |
$387K - $413K
|
51.8K
$2.35M
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-810- 0.54% |
$34.5K - $36.9K
|
150K
$6.8M
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
22+ 0.06% |
$937 - $1K
|
35.8K
$1.62M
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
5.34K+ 24.28% |
$228K - $243K
|
27.3K
$1.24M
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
34.2KNew |
$1.46M - $1.56M
|
34.2K
$1.55M
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
8.23KNew |
$351K - $375K
|
8.23K
$373K
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-916- 6.06% |
$39K - $41.7K
|
14.2K
$643K
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
31.9K+ 50.43% |
$1.36M - $1.45M
|
95.3K
$4.32M
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.29K- 1.47% |
$97.5K - $104K
|
153K
$6.94M
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
4.25K+ 2.78% |
$181K - $194K
|
157K
$7.11M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.09K- 18.99% |
$89.2K - $95.3K
|
8.93K
$405K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18.1K+ 8.29% |
$769K - $822K
|
236K
$10.7M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
14.6K+ 1.77% |
$621K - $664K
|
839K
$38M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.74K- 1.58% |
$245K - $261K
|
358K
$16.2M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.24K- 2.57% |
$52.6K - $56.2K
|
46.8K
$2.12M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.62K+ 2.43% |
$68.9K - $73.6K
|
68.2K
$3.09M
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-277- 0.55% |
$11.8K - $12.6K
|
50.2K
$2.27M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-673K- 9.15% |
$28.7M - $30.6M
|
6.68M
$302M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.06M- 5.04% |
$45.2M - $48.2M
|
20M
$905M
|
|
May 15, 2025
Q1 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
807+ 11.97% |
$34.4K - $36.7K
|
7.55K
$342K
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-23.9K- 73.94% |
$1.02M - $1.09M
|
8.44K
$382K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-3.27K- 6.57% |
$139K - $149K
|
46.5K
$2.11M
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-240- 0.43% |
$10.2K - $10.9K
|
56K
$2.54M
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-1.16K- 0.95% |
$49.4K - $52.7K
|
121K
$5.46M
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-1.91K- 5.18% |
$81.3K - $86.8K
|
34.9K
$1.58M
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
11+ 0.16% |
$469 - $501
|
6.68K
$302K
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.16K- 9.82% |
$262K - $280K
|
56.5K
$2.56M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-41.4K- 3.62% |
$1.76M - $1.88M
|
1.1M
$49.9M
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.13K+ 3.58% |
$48K - $51.2K
|
32.6K
$1.48M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-110K- 2.84% |
$4.7M - $5.02M
|
3.77M
$171M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.5K+ 3.27% |
$619K - $661K
|
459K
$20.8M
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
330+ 10.04% |
$14.1K - $15K
|
3.62K
$164K
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-7.53K- 35.82% |
$321K - $343K
|
13.5K
$611K
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3+ 0.38% |
$128 - $137
|
787
$35.6K
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-1.63K- 13.65% |
$69.4K - $74.1K
|
10.3K
$467K
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.6KNew |
$281K - $300K
|
6.6K
$299K
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
1.54K+ 16.38% |
$65.5K - $70K
|
10.9K
$495K
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-15.2K- 24.86% |
$646K - $690K
|
45.8K
$2.07M
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
659+ 5.8% |
$28.1K - $30K
|
12K
$545K
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.44K+ 7.78% |
$146K - $156K
|
47.6K
$2.16M
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
36.5KNew |
$1.55M - $1.66M
|
36.5K
$1.65M
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-9.76K- 21.21% |
$416K - $444K
|
36.3K
$1.64M
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
15.3KNew |
$653K - $697K
|
15.3K
$694K
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
48.9KNew |
$2.08M - $2.23M
|
48.9K
$2.21M
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
11.7K+ 52.7% |
$497K - $531K
|
33.8K
$1.53M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
77.4K+ 181.34% |
$3.3M - $3.52M
|
120K
$5.44M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
150K+ 415.61% |
$6.4M - $6.84M
|
186K
$8.44M
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1+ 0.02% |
$42.6 - $45.5
|
4.63K
$210K
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-159- 0.93% |
$6.77K - $7.24K
|
16.9K
$767K
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
34.6K+ 266.63% |
$1.47M - $1.57M
|
47.5K
$2.15M
|