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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-20.9K- 50.98% |
$891K - $952K
|
20.1K
$911K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.94K- 4.03% |
$168K - $179K
|
93.8K
$4.25M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-64K- 42.58% |
$2.73M - $2.91M
|
86.3K
$3.91M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.14K- 5.18% |
$48.6K - $51.9K
|
20.9K
$947K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.11K- 14.07% |
$218K - $232K
|
31.2K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-3.12K- 16.91% |
$133K - $142K
|
15.3K
$695K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-36.6K- 52.55% |
$1.56M - $1.66M
|
33K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-2.75K- 11.0% |
$117K - $125K
|
22.2K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
483New |
$20.6K - $22K
|
483
$21.9K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
326+ 4.76% |
$13.9K - $14.8K
|
7.17K
$325K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.11K+ 79.62% |
$90.1K - $96.2K
|
4.77K
$216K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-82.6K- 50.44% |
$3.52M - $3.76M
|
81.1K
$3.67M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-837- 10.07% |
$35.7K - $38.1K
|
7.48K
$339K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-33.7K- 3.41% |
$1.43M - $1.53M
|
955K
$43.2M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.74K+ 24.98% |
$117K - $125K
|
13.7K
$622K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
722+ 3.0% |
$30.8K - $32.9K
|
24.8K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
9.82KNew |
$418K - $447K
|
9.82K
$445K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-54.2K- 1.11% |
$2.31M - $2.47M
|
4.82M
$218M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.31K+ 19.88% |
$56K - $59.8K
|
7.93K
$359K
|
|
|
May 14, 2025
Q1 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
149K+ 288.7% |
$6.34M - $6.77M
|
200K
$9.07M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
7+ 0.15% |
$298 - $319
|
4.64K
$210K
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-461- 1.36% |
$19.6K - $21K
|
33.3K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.68K- 1.18% |
$157K - $168K
|
307K
$13.9M
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
6+ 0.52% |
$256 - $273
|
1.16K
$52.5K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-155K- 33.16% |
$6.61M - $7.06M
|
313K
$14.2M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
56.9K+ 375.88% |
$2.42M - $2.59M
|
72K
$3.26M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-9.12K- 3.51% |
$389K - $415K
|
251K
$11.4M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-682- 0.95% |
$29.1K - $31K
|
70.9K
$3.21M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
519New |
$22.1K - $23.6K
|
519
$23.5K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4- 0.04% |
$170 - $182
|
9.26K
$419K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.09KNew |
$260K - $277K
|
6.09K
$276K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-930- 3.76% |
$39.6K - $42.3K
|
23.8K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-22.6K- 16.95% |
$963K - $1.03M
|
111K
$5.01M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.77K- 32.47% |
$160K - $171K
|
7.83K
$355K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.63K+ 0.52% |
$112K - $120K
|
513K
$23.2M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.8K- 18.99% |
$76.5K - $81.7K
|
7.66K
$347K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
4+ 0.19% |
$170 - $182
|
2.09K
$94.7K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14.9KClosed |
$636K - $680K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.62K+ 42.22% |
$197K - $210K
|
15.6K
$705K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-8.86K- 20.49% |
$377K - $403K
|
34.4K
$1.56M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-19- 0.14% |
$810 - $865
|
13.2K
$598K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.71K- 5.75% |
$73K - $78K
|
28.1K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-7.24K- 52.76% |
$308K - $329K
|
6.48K
$293K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.52K+ 6.59% |
$64.9K - $69.3K
|
24.6K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
43.5K+ 267.72% |
$1.85M - $1.98M
|
59.8K
$2.71M
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
95New |
$4.05K - $4.32K
|
95
$4.3K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
4.5K+ 18.56% |
$192K - $205K
|
28.8K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-2.01K- 42.87% |
$85.6K - $91.4K
|
2.68K
$121K
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
23KNew |
$980K - $1.05M
|
23K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
935+ 3.15% |
$39.8K - $42.6K
|
30.6K
$1.39M
|