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 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-259- 0.79% |
$10.5K - $11.7K
|
32.3K
$1.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.54K+ 9.42% |
$225K - $250K
|
64.4K
$2.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
769+ 5.6% |
$31.2K - $34.7K
|
14.5K
$670K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
102K+ 31.3% |
$4.16M - $4.62M
|
429K
$19.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
50+ 0.18% |
$2.03K - $2.26K
|
28.1K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-2.32K- 8.06% |
$94.2K - $105K
|
26.4K
$1.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.79K- 46.87% |
$194K - $216K
|
5.43K
$251K
|
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-1.09K- 5.2% |
$44.3K - $49.2K
|
19.9K
$918K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-417- 4.89% |
$16.9K - $18.8K
|
8.11K
$375K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.37K- 3.37% |
$218K - $242K
|
154K
$7.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-414- 1.2% |
$16.8K - $18.7K
|
33.9K
$1.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
2.71K+ 11.87% |
$110K - $122K
|
25.5K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.14K+ 173.43% |
$290K - $322K
|
11.3K
$520K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.33K+ 23.69% |
$94.4K - $105K
|
12.1K
$561K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
13.2K+ 168.41% |
$536K - $595K
|
21K
$971K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
2+ 0.02% |
$81.2 - $90.2
|
10.7K
$494K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
93.1KNew |
$3.78M - $4.2M
|
93.1K
$4.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
38.7K+ 3.51% |
$1.57M - $1.75M
|
1.14M
$52.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
40.7K+ 50.19% |
$1.65M - $1.84M
|
122K
$5.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-1.1K- 0.7% |
$44.8K - $49.8K
|
157K
$7.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-3.17K- 19.04% |
$129K - $143K
|
13.5K
$623K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
216+ 0.75% |
$8.77K - $9.75K
|
29.1K
$1.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.37K- 1.34% |
$96.2K - $107K
|
174K
$8.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-2.51K- 13.74% |
$102K - $113K
|
15.8K
$728K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-29.5K- 5.39% |
$1.2M - $1.33M
|
518K
$23.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-1.57K- 1.48% |
$63.8K - $70.8K
|
104K
$4.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-474- 9.25% |
$19.3K - $21.4K
|
4.65K
$215K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-50- 11.11% |
$2.03K - $2.26K
|
400
$18.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
9.22K+ 13.01% |
$375K - $416K
|
80.1K
$3.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
120+ 0.67% |
$4.87K - $5.41K
|
18.1K
$837K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-115K- 73.04% |
$4.68M - $5.2M
|
42.5K
$1.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-888- 0.94% |
$36.1K - $40.1K
|
93.6K
$4.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.44K+ 1.75% |
$221K - $246K
|
316K
$14.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.1K+ 0.19% |
$1.34M - $1.49M
|
17.7M
$817M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.58K+ 16.58% |
$105K - $116K
|
18.1K
$838K
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
8.53K+ 8.4% |
$347K - $385K
|
110K
$5.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
6+ 0.08% |
$244 - $271
|
7.56K
$349K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
96.7K+ 1146.59% |
$3.93M - $4.37M
|
105K
$4.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
66.4K+ 155.66% |
$2.7M - $3M
|
109K
$5.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-2.51K- 23.01% |
$102K - $113K
|
8.41K
$389K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-896- 1.33% |
$36.4K - $40.4K
|
66.5K
$3.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-1.51K- 4.33% |
$61.4K - $68.2K
|
33.4K
$1.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-2.39K- 3.0% |
$97.2K - $108K
|
77.3K
$3.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-410- 3.76% |
$16.7K - $18.5K
|
10.5K
$485K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
111+ 0.15% |
$4.51K - $5.01K
|
75.1K
$3.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-140- 1.08% |
$5.69K - $6.32K
|
12.8K
$591K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.76K+ 8.72% |
$234K - $260K
|
71.7K
$3.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-25- 0.34% |
$1.02K - $1.13K
|
7.29K
$337K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.44K+ 10.01% |
$99K - $110K
|
26.8K
$1.24M
|