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 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.69K+ 11.15% |
$71.8K - $76.7K
|
16.8K
$761K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.8KNew |
$204K - $218K
|
4.8K
$217K
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
24.5KNew |
$1.04M - $1.12M
|
24.5K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.66K+ 182.05% |
$113K - $121K
|
4.12K
$187K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
682+ 0.43% |
$29.1K - $31K
|
159K
$7.22M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-4.64K- 19.06% |
$198K - $211K
|
19.7K
$892K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-399K- 6.0% |
$17M - $18.2M
|
6.26M
$284M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
11.1K+ 84.38% |
$475K - $507K
|
24.3K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-104- 0.05% |
$4.43K - $4.73K
|
190K
$8.59M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-16.8K- 77.44% |
$714K - $763K
|
4.88K
$221K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
14+ 0.59% |
$597 - $637
|
2.39K
$108K
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-41K- 9.1% |
$1.75M - $1.87M
|
410K
$18.6M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.11K- 1.62% |
$218K - $232K
|
311K
$14.1M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
791+ 6.97% |
$33.7K - $36K
|
12.1K
$550K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
59+ 0.2% |
$2.51K - $2.69K
|
28.8K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-416K- 6.21% |
$17.7M - $18.9M
|
6.28M
$285M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-665- 1.0% |
$28.3K - $30.3K
|
65.6K
$2.97M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.13K+ 64.14% |
$133K - $143K
|
8.02K
$363K
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-889- 6.64% |
$37.9K - $40.5K
|
12.5K
$566K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-183K- 4.41% |
$7.8M - $8.33M
|
3.97M
$180M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.89K- 7.94% |
$80.4K - $85.9K
|
21.9K
$991K
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.37K- 0.98% |
$58.3K - $62.3K
|
139K
$6.3M
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
650New |
$27.7K - $29.6K
|
650
$29.4K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-34.8K- 1.51% |
$1.48M - $1.58M
|
2.26M
$103M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-375- 0.08% |
$16K - $17.1K
|
450K
$20.4M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
41.7KNew |
$1.78M - $1.9M
|
41.7K
$1.89M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
9.12KNew |
$389K - $415K
|
9.12K
$413K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
387+ 4.52% |
$16.5K - $17.6K
|
8.95K
$405K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-592- 3.36% |
$25.2K - $26.9K
|
17K
$771K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.38K+ 9.28% |
$101K - $108K
|
28K
$1.27M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
62+ 0.11% |
$2.64K - $2.82K
|
56.8K
$2.57M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
121K+ 6.42% |
$5.15M - $5.5M
|
2M
$90.6M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
474New |
$20.2K - $21.6K
|
474
$21.5K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-64- 0.18% |
$2.73K - $2.91K
|
35.2K
$1.59M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
38.7K+ 7.62% |
$1.65M - $1.76M
|
547K
$24.8M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-24.6K- 4.9% |
$1.05M - $1.12M
|
478K
$21.7M
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-483- 4.62% |
$20.6K - $22K
|
9.97K
$452K
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
34.3KNew |
$1.46M - $1.56M
|
34.3K
$1.56M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.32K+ 6.37% |
$98.7K - $105K
|
38.7K
$1.75M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-185K- 52.06% |
$7.86M - $8.4M
|
170K
$7.7M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
985New |
$42K - $44.8K
|
985
$44.6K
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.18K- 3.5% |
$50.1K - $53.5K
|
32.4K
$1.47M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
38.2K+ 60.14% |
$1.63M - $1.74M
|
102K
$4.6M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.7K- 0.86% |
$671K - $717K
|
1.83M
$82.7M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-297- 4.87% |
$12.7K - $13.5K
|
5.8K
$263K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-18.4K- 4.05% |
$786K - $839K
|
437K
$19.8M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
348K+ 12.68% |
$14.8M - $15.8M
|
3.09M
$140M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-12.1K- 5.36% |
$517K - $552K
|
214K
$9.7M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-14K- 29.39% |
$594K - $635K
|
33.5K
$1.52M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.98K+ 7.23% |
$84.5K - $90.2K
|
29.4K
$1.33M
|