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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2019
Q4 2018
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-8.87KClosed |
$246K - $283K
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Mc Adam, LLC
|
SELL
|
- |
-295Closed |
$8.2K - $9.4K
|
0
$0
|
|
|
Jan 11, 2019
Q4 2018
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.38KClosed |
$38.2K - $43.8K
|
0
$0
|
|
| Q3 2018 | |||||||
|
May 07, 2020
Q3 2018
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.66KClosed |
$50.2K - $53.3K
|
0
$0
|
|
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
120KNew |
$3.62M - $3.85M
|
120K
$5.25M
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
663KNew |
$20.1M - $21.3M
|
663K
$29.1M
|
|
|
Nov 14, 2018
Q3 2018
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-31.7KClosed |
$958K - $1.02M
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-38.4KClosed |
$1.16M - $1.23M
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-4.13KClosed |
$125K - $133K
|
0
$0
|
|
|
Oct 31, 2018
Q3 2018
|
Bray Capital Advisors
|
SELL
|
- |
-460Closed |
$13.9K - $14.8K
|
0
$0
|
|
|
Oct 31, 2018
Q3 2018
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-800Closed |
$24.2K - $25.7K
|
0
$0
|
|
|
Oct 22, 2018
Q3 2018
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-8.95KClosed |
$271K - $288K
|
0
$0
|
|
|
Oct 19, 2018
Q3 2018
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-967Closed |
$29.3K - $31.1K
|
0
$0
|
|
|
Oct 10, 2018
Q3 2018
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
4.43KNew |
$134K - $143K
|
4.43K
$195K
|
|
| Q2 2018 | |||||||
|
Aug 16, 2018
Q2 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.59KClosed |
$76.1K - $79.3K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
B. Riley Financial, Inc.
Los Angeles, CA |
SELL
|
- |
-16.8KClosed |
$493K - $513K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-8.08KClosed |
$237K - $247K
|
0
$0
|
|
|
Aug 08, 2018
Q2 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-7.04KClosed |
$207K - $215K
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-16.8KClosed |
$494K - $514K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 11, 2018
Q1 2018
|
Parisi Gray Wealth Management
|
SELL
|
- |
-542Closed |
$15.7K - $17.3K
|
0
$0
|
|
|
May 11, 2018
Q1 2018
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-307KClosed |
$8.91M - $9.78M
|
0
$0
|
|
|
May 10, 2018
Q1 2018
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-50Closed |
$1.45K - $1.59K
|
0
$0
|
|
|
Apr 30, 2018
Q1 2018
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-30KClosed |
$871K - $956K
|
0
$0
|
|
|
Apr 06, 2018
Q1 2018
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-561KClosed |
$16.3M - $17.9M
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 09, 2018
Q4 2017
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-12KClosed |
$360K - $376K
|
0
$0
|
|
|
Jan 23, 2018
Q4 2017
|
Duncker Streett & CO Inc
|
SELL
|
- |
-200Closed |
$5.97K - $6.24K
|
0
$0
|
|
|
Jan 17, 2018
Q4 2017
|
City Holding CO
|
BUY
|
- |
700New |
$20.9K - $21.8K
|
700
$30.7K
|
|
| Q3 2017 | |||||||
|
Dec 06, 2018
Q3 2017
|
Bell Rock Capital LLC
|
SELL
|
- |
-389Closed |
$11.5K - $11.6K
|
0
$0
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$29.7 - $29.8
|
1
$43.9
|
|
| Q2 2017 | |||||||
|
Dec 08, 2017
Q2 2017
|
Affiance Financial, LLC
|
SELL
|
- |
-16KClosed |
N/A
|
0
$0
|
|