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 14, 2025
Q2 2025
|
Treasure Coast Financial Planning
|
BUY
|
- |
433+ 0.4% |
$17.6K - $19.5K
|
108K
$5M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.82K- 2.04% |
$196K - $217K
|
231K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.27K- 5.34% |
$51.7K - $57.4K
|
22.6K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
391+ 2.55% |
$15.9K - $17.6K
|
15.7K
$726K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-26K- 53.17% |
$1.06M - $1.17M
|
22.9K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
758K+ 15.72% |
$30.8M - $34.2M
|
5.58M
$258M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.05K- 4.7% |
$287K - $318K
|
143K
$6.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4K+ 0.18% |
$162K - $180K
|
2.27M
$105M
|
|
|
Aug 14, 2025
Q2 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-823- 10.0% |
$33.4K - $37.1K
|
7.41K
$342K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3+ 0.38% |
$122 - $135
|
790
$36.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
58.7K+ 38.55% |
$2.38M - $2.65M
|
211K
$9.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-187K- 2.8% |
$7.6M - $8.44M
|
6.49M
$300M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-908- 1.98% |
$36.9K - $41K
|
44.9K
$2.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
854+ 2.9% |
$34.7K - $38.5K
|
30.3K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.47K- 5.18% |
$100K - $111K
|
45.1K
$2.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.04K- 2.75% |
$124K - $137K
|
108K
$4.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
235K+ 6.22% |
$9.53M - $10.6M
|
4.01M
$185M
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-9.67K- 35.37% |
$393K - $436K
|
17.7K
$816K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21.9K+ 4.78% |
$890K - $989K
|
481K
$22.2M
|
|
|
Aug 14, 2025
Q2 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-650- 10.04% |
$26.4K - $29.3K
|
5.83K
$269K
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
24KNew |
$977K - $1.08M
|
24K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-753- 2.23% |
$30.6K - $34K
|
33K
$1.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2+ 0.04% |
$81.2 - $90.2
|
4.63K
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
886+ 5.23% |
$36K - $40K
|
17.8K
$823K
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
30+ 0.39% |
$1.22K - $1.35K
|
7.69K
$355K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
8.81KNew |
$358K - $397K
|
8.81K
$407K
|
|
|
Aug 14, 2025
Q2 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
15.8KNew |
$640K - $711K
|
15.8K
$728K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
150+ 3.23% |
$6.09K - $6.77K
|
4.79K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
505+ 1.21% |
$20.5K - $22.8K
|
42.2K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
692New |
$28.1K - $31.2K
|
692
$32K
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
4+ 0.04% |
$162 - $180
|
9.18K
$424K
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-233- 0.76% |
$9.46K - $10.5K
|
30.4K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
7+ 0.6% |
$284 - $316
|
1.17K
$53.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
8.63KNew |
$350K - $389K
|
8.63K
$399K
|
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-3.96K- 3.14% |
$161K - $179K
|
122K
$5.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
151+ 1.26% |
$6.13K - $6.81K
|
12.2K
$563K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
53.3K+ 102.8% |
$2.16M - $2.4M
|
105K
$4.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.2K+ 45.62% |
$457K - $507K
|
35.9K
$1.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-509- 7.68% |
$20.7K - $23K
|
6.12K
$283K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-535- 19.99% |
$21.7K - $24.1K
|
2.14K
$98.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.2K+ 3.25% |
$414K - $459K
|
323K
$14.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3.29K- 90.85% |
$134K - $148K
|
331
$15.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-701- 2.25% |
$28.5K - $31.6K
|
30.5K
$1.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
31+ 0.56% |
$1.26K - $1.4K
|
5.59K
$258K
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-172- 0.54% |
$6.99K - $7.76K
|
31.4K
$1.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-2K- 13.41% |
$81.4K - $90.4K
|
12.9K
$597K
|
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-3.74K- 3.27% |
$152K - $169K
|
111K
$5.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-845- 1.05% |
$34.3K - $38.1K
|
80K
$3.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
138KNew |
$5.59M - $6.21M
|
138K
$6.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
4+ 0.04% |
$162 - $180
|
11.1K
$514K
|