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 |
|---|---|---|---|---|---|---|---|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
41KNew |
$1.78M - $1.92M
|
41K
$1.81M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.35K- 5.9% |
$189K - $203K
|
69.3K
$3.06M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
1.97KNew |
$85.5K - $92K
|
1.97K
$87.1K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-377- 1.94% |
$16.4K - $17.6K
|
19K
$841K
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
25KNew |
$1.08M - $1.17M
|
25K
$1.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
3New |
$130 - $140
|
3
$133
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
6.19KNew |
$269K - $289K
|
6.19K
$274K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-114- 2.33% |
$4.95K - $5.32K
|
4.77K
$211K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.4KNew |
$497K - $534K
|
11.4K
$506K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.43K- 3.2% |
$62.1K - $66.8K
|
43.2K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-508- 2.26% |
$22K - $23.7K
|
22K
$972K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.35K+ 4.51% |
$189K - $203K
|
101K
$4.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.4K+ 1.49% |
$1.06M - $1.14M
|
1.65M
$73.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-22.1K- 12.75% |
$957K - $1.03M
|
151K
$6.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-38.3K- 71.7% |
$1.66M - $1.79M
|
15.1K
$669K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.98K- 9.38% |
$129K - $139K
|
28.8K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-425- 1.72% |
$18.4K - $19.8K
|
24.3K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.42K- 7.53% |
$235K - $253K
|
66.6K
$2.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-850- 5.92% |
$36.9K - $39.7K
|
13.5K
$598K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-33.3K- 18.14% |
$1.45M - $1.56M
|
150K
$6.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
200K+ 2.8% |
$8.68M - $9.34M
|
7.35M
$325M
|
|
|
Feb 14, 2025
Q4 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-212- 3.05% |
$9.2K - $9.9K
|
6.74K
$298K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-13.8K- 16.06% |
$597K - $643K
|
71.9K
$3.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
236+ 0.15% |
$10.2K - $11K
|
153K
$6.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
146+ 0.29% |
$6.34K - $6.82K
|
49.8K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
37.7K+ 17.27% |
$1.64M - $1.76M
|
256K
$11.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-355- 2.29% |
$15.4K - $16.6K
|
15.1K
$669K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
8.4K+ 22.29% |
$365K - $392K
|
46.1K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-17.5K- 3.9% |
$760K - $817K
|
431K
$19M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.95K- 2.22% |
$215K - $231K
|
218K
$9.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-126K- 2.94% |
$5.45M - $5.86M
|
4.15M
$184M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.75K+ 0.51% |
$250K - $269K
|
1.14M
$50.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
25.9K+ 1729.69% |
$1.13M - $1.21M
|
27.4K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.36K- 6.29% |
$59.1K - $63.6K
|
20.3K
$897K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
164KNew |
$7.1M - $7.64M
|
164K
$7.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
17.5K+ 15.1% |
$759K - $817K
|
133K
$5.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.61K- 1.0% |
$69.8K - $75.1K
|
159K
$7.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
13.9K+ 2.85% |
$604K - $650K
|
503K
$22.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.04K- 3.2% |
$45.1K - $48.5K
|
31.5K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-116K- 2.91% |
$5.06M - $5.44M
|
3.88M
$172M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
296K+ 6.46% |
$12.8M - $13.8M
|
4.88M
$216M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.37K+ 34.99% |
$407K - $438K
|
36.1K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3.29K- 49.99% |
$143K - $154K
|
3.29K
$145K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
44+ 0.47% |
$1.91K - $2.05K
|
9.46K
$418K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.78K+ 8.33% |
$77.2K - $83K
|
23.1K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-879- 3.23% |
$38.1K - $41K
|
26.3K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
18.9KNew |
$820K - $882K
|
18.9K
$835K
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
11.8KNew |
$513K - $552K
|
11.8K
$522K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
33.3KNew |
$1.44M - $1.55M
|
33.3K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
18.5KNew |
$801K - $862K
|
18.5K
$816K
|