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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2020
Q1 2020
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-47.4KClosed |
$1.13M - $1.75M
|
0
$0
|
|
|
Apr 07, 2020
Q1 2020
|
Financial Services Advisory Inc
|
SELL
|
- |
-181KClosed |
$4.33M - $6.68M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 26, 2020
Q4 2019
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-5.74KClosed |
$194K - $207K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-495Closed |
$16.7K - $17.9K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.42KClosed |
$284K - $304K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-15Closed |
$507 - $541
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-303Closed |
$10.2K - $10.9K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-49Closed |
$1.66K - $1.77K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Private Ocean, LLC
|
SELL
|
- |
-64Closed |
$2.16K - $2.31K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Crewe Advisors LLC
|
SELL
|
- |
-84Closed |
$2.84K - $3.03K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-2.61KClosed |
$88.2K - $94.1K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-5.78KClosed |
$195K - $209K
|
0
$0
|
|
|
Jan 21, 2020
Q4 2019
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-2.41KClosed |
$81.5K - $87.1K
|
0
$0
|
|
|
Jan 08, 2020
Q4 2019
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-1.5KClosed |
$50.7K - $54.1K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-500Closed |
$16.4K - $17.5K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Northstar Group, Inc.
|
SELL
|
- |
-5.98KClosed |
$197K - $210K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-4.03KClosed |
$132K - $141K
|
0
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-10KClosed |
$330K - $351K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.31KClosed |
$42.2K - $44.6K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-205Closed |
$6.6K - $6.98K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-440Closed |
$14.2K - $15K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-900Closed |
$29K - $30.6K
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Xr Securities LLC
|
SELL
|
- |
-62.8KClosed |
$2.02M - $2.14M
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-794Closed |
$22.7K - $25.8K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-100Closed |
$2.86K - $3.25K
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-37.8KClosed |
$1.08M - $1.23M
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1KClosed |
$28.6K - $32.5K
|
0
$0
|
|
|
Apr 25, 2019
Q1 2019
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-276Closed |
$7.89K - $8.98K
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Ledyard National Bank
|
SELL
|
- |
-522Closed |
$14.9K - $17K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-48.4KClosed |
$1.35M - $1.54M
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
425New |
$11.8K - $13.5K
|
425
$19.6K
|
|
|
Feb 04, 2019
Q4 2018
|
Arrow Financial Corp
|
SELL
|
- |
-3.06KClosed |
$85.1K - $97.6K
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.08KClosed |
$30.1K - $34.5K
|
0
$0
|
|
|
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
$5.53M
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
663KNew |
$20.1M - $21.3M
|
663K
$30.6M
|
|
|
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
$205K
|
|
| 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
|
|