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 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.1K- 10.07% |
$89.4K - $95.5K
|
18.7K
$821K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-140- 0.37% |
$5.97K - $6.37K
|
37.9K
$1.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
6.83K+ 76.11% |
$291K - $311K
|
15.8K
$692K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
406New |
$17.3K - $18.5K
|
406
$17.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-3.05K- 19.36% |
$130K - $139K
|
12.7K
$557K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.4K+ 6.48% |
$102K - $109K
|
39.5K
$1.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.12K- 2.69% |
$47.8K - $51K
|
40.5K
$1.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-894- 11.69% |
$38.1K - $40.7K
|
6.76K
$296K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
25+ 0.15% |
$1.07K - $1.14K
|
16.9K
$740K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-19.7K- 16.44% |
$839K - $896K
|
100K
$4.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.29K- 56.55% |
$140K - $150K
|
2.53K
$111K
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-59- 0.05% |
$2.51K - $2.69K
|
114K
$5.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
576+ 6.6% |
$24.5K - $26.2K
|
9.31K
$408K
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-857- 1.1% |
$36.5K - $39K
|
76.7K
$3.36M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-724- 5.07% |
$30.8K - $32.9K
|
13.6K
$594K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-5- 0.07% |
$213 - $228
|
7.51K
$329K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-372- 4.71% |
$15.9K - $16.9K
|
7.52K
$329K
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-519- 1.09% |
$22.1K - $23.6K
|
46.9K
$2.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
8.14K+ 14.38% |
$347K - $370K
|
64.8K
$2.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19.5K+ 1991.71% |
$829K - $886K
|
20.4K
$895K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-151- 38.62% |
$6.43K - $6.87K
|
240
$10.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
767+ 12.17% |
$32.7K - $34.9K
|
7.07K
$310K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-2.32K- 9.81% |
$98.7K - $105K
|
21.3K
$933K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-17.1K- 12.76% |
$730K - $780K
|
117K
$5.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-457K- 97.76% |
$19.5M - $20.8M
|
10.5K
$459K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-1.06K- 1.44% |
$45K - $48K
|
72.4K
$3.17M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-12.7K- 13.57% |
$541K - $578K
|
80.8K
$3.54M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.38K- 26.88% |
$101K - $108K
|
6.46K
$283K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
110+ 1.52% |
$4.69K - $5.01K
|
7.36K
$323K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
300New |
$12.8K - $13.7K
|
300
$13.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
27+ 0.11% |
$1.15K - $1.23K
|
25.6K
$1.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-1.94K- 4.18% |
$82.7K - $88.3K
|
44.5K
$1.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-17.5K- 69.65% |
$747K - $798K
|
7.64K
$335K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-25.9K- 25.02% |
$1.1M - $1.18M
|
77.5K
$3.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
4.54K+ 14.22% |
$193K - $206K
|
36.4K
$1.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-227- 0.28% |
$9.67K - $10.3K
|
81.9K
$3.59M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-17.3K- 3.94% |
$736K - $786K
|
422K
$18.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.34K+ 93.26% |
$57.2K - $61.1K
|
2.78K
$122K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
10.3K+ 81.15% |
$441K - $471K
|
23.1K
$1.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
24+ 0.29% |
$1.02K - $1.09K
|
8.19K
$359K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.52KNew |
$193K - $206K
|
4.52K
$198K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-21.4K- 30.7% |
$912K - $974K
|
48.3K
$2.12M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
166New |
$7.07K - $7.55K
|
166
$7.27K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-825- 62.26% |
$35.2K - $37.5K
|
500
$21.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
63.1K+ 88942.25% |
$2.69M - $2.87M
|
63.2K
$2.77M
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
2.81K+ 2.26% |
$120K - $128K
|
128K
$5.59M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-4.48K- 4.71% |
$191K - $204K
|
90.7K
$3.98M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-3.37K- 1.7% |
$144K - $154K
|
195K
$8.53M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-94- 0.62% |
$4.01K - $4.28K
|
15.1K
$662K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-7.64K- 25.19% |
$326K - $348K
|
22.7K
$994K
|