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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-110- 0.03% |
$4.92K - $5.15K
|
411K
$18.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
4.89K+ 2.43% |
$219K - $229K
|
206K
$9.48M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.54KNew |
$68.8K - $72K
|
1.54K
$70.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-2.6K- 3.24% |
$116K - $122K
|
77.6K
$3.56M
|
|
|
Nov 13, 2025
Q3 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
16.2K+ 4.6% |
$726K - $760K
|
369K
$16.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
41K+ 26.63% |
$1.83M - $1.92M
|
195K
$8.96M
|
|
|
Nov 13, 2025
Q3 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-3.21K- 41.67% |
$143K - $150K
|
4.49K
$206K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-251- 11.72% |
$11.2K - $11.8K
|
1.89K
$86.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
17+ 0.02% |
$760 - $797
|
98.6K
$4.53M
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1.49K- 24.12% |
$66.8K - $70K
|
4.7K
$216K
|
|
|
Nov 13, 2025
Q3 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-3.21K- 4.73% |
$144K - $151K
|
64.7K
$2.97M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.07KNew |
$47.9K - $50.1K
|
1.07K
$49.1K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
16.6K+ 62.05% |
$743K - $779K
|
43.4K
$1.99M
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
6+ 0.52% |
$268 - $281
|
1.17K
$53.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-237K- 20.74% |
$10.6M - $11.1M
|
905K
$41.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-61- 0.47% |
$2.73K - $2.86K
|
12.9K
$591K
|
|
|
Nov 13, 2025
Q3 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-896- 1.93% |
$40.1K - $42K
|
45.6K
$2.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-201K- 3.29% |
$8.99M - $9.42M
|
5.91M
$271M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
91.1K+ 2.39% |
$4.07M - $4.27M
|
3.91M
$179M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.84K- 8.37% |
$127K - $133K
|
31.1K
$1.43M
|
|
|
Nov 13, 2025
Q3 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
131+ 1.14% |
$5.86K - $6.14K
|
11.6K
$535K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.48KNew |
$200K - $210K
|
4.48K
$206K
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-684- 1.62% |
$30.6K - $32.1K
|
41.5K
$1.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-100- 0.2% |
$4.47K - $4.69K
|
49.4K
$2.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-450- 8.15% |
$20.1K - $21.1K
|
5.07K
$233K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.37K+ 38.68% |
$106K - $111K
|
8.48K
$389K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.08K+ 7.56% |
$48.3K - $50.6K
|
15.4K
$705K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-3.2K- 25.51% |
$143K - $150K
|
9.35K
$429K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-38K- 4.09% |
$1.7M - $1.78M
|
890K
$40.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-3.04K- 6.32% |
$136K - $142K
|
45K
$2.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.54KNew |
$158K - $166K
|
3.54K
$162K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.3KNew |
$1.22M - $1.28M
|
27.3K
$1.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.33K+ 3.11% |
$104K - $109K
|
77.1K
$3.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
19.2K+ 45.1% |
$858K - $899K
|
61.7K
$2.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
SELL
|
- |
-6.31K- 11.89% |
$282K - $296K
|
46.8K
$2.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.28K- 2.27% |
$57.1K - $59.8K
|
54.9K
$2.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-17.8K- 2.32% |
$796K - $834K
|
748K
$34.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
121+ 0.06% |
$5.41K - $5.67K
|
212K
$9.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-8.66K- 35.75% |
$387K - $406K
|
15.6K
$714K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.71K- 0.41% |
$121K - $127K
|
653K
$30M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.9K- 1.71% |
$85K - $89K
|
109K
$5.01M
|
|
|
Nov 12, 2025
Q3 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.14K- 11.42% |
$51.1K - $53.5K
|
8.86K
$407K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-12.7K- 16.36% |
$567K - $594K
|
64.8K
$2.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.61K- 5.62% |
$117K - $122K
|
43.8K
$2.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-13.2K- 35.3% |
$592K - $620K
|
24.3K
$1.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.77K- 0.66% |
$79K - $82.8K
|
267K
$12.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
36.2K+ 1.6% |
$1.62M - $1.7M
|
2.3M
$106M
|
|
|
Nov 12, 2025
Q3 2025
|
1 St Source Bank
|
SELL
|
- |
-3.51K- 2.01% |
$157K - $164K
|
171K
$7.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
907+ 11.45% |
$40.6K - $42.5K
|
8.83K
$405K
|
|
|
Nov 12, 2025
Q3 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
12+ 0.13% |
$537 - $562
|
9.2K
$422K
|
|