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 12, 2025
Q3 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-3.13K- 20.79% |
$140K - $147K
|
11.9K
$548K
|
|
|
Nov 12, 2025
Q3 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
9+ 0.13% |
$403 - $422
|
6.7K
$307K
|
|
|
Nov 12, 2025
Q3 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-14.4K- 18.66% |
$646K - $676K
|
62.9K
$2.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1K- 12.27% |
$44.7K - $46.9K
|
7.15K
$328K
|
|
|
Nov 12, 2025
Q3 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-572- 1.82% |
$25.6K - $26.8K
|
30.8K
$1.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
253New |
$11.3K - $11.9K
|
253
$11.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.95KNew |
$266K - $279K
|
5.95K
$273K
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
291+ 0.96% |
$13K - $13.6K
|
30.6K
$1.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-290K- 15.92% |
$13M - $13.6M
|
1.53M
$70.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.8K- 1.83% |
$259K - $272K
|
310K
$14.3M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.88K- 8.92% |
$83.9K - $87.9K
|
19.1K
$879K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-18K- 28.54% |
$803K - $841K
|
44.9K
$2.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
339+ 27.9% |
$15.2K - $15.9K
|
1.55K
$71.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-17.7K- 4.2% |
$791K - $828K
|
403K
$18.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
23.7KNew |
$1.06M - $1.11M
|
23.7K
$1.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-946- 3.1% |
$42.3K - $44.3K
|
29.5K
$1.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-596- 2.83% |
$26.7K - $27.9K
|
20.4K
$939K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.76K+ 0.04% |
$302K - $317K
|
17.7M
$813M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
19.1K+ 82.17% |
$852K - $893K
|
42.2K
$1.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-74- 0.25% |
$3.31K - $3.47K
|
29K
$1.33M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.56K- 22.75% |
$114K - $120K
|
8.69K
$399K
|
|
|
Nov 12, 2025
Q3 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-55.1K- 8.35% |
$2.47M - $2.58M
|
605K
$27.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
27.2KNew |
$1.22M - $1.28M
|
27.2K
$1.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
23.7KNew |
$1.06M - $1.11M
|
23.7K
$1.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
11.1KNew |
$495K - $518K
|
11.1K
$508K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
344+ 0.39% |
$15.4K - $16.1K
|
88.1K
$4.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-970- 6.23% |
$43.4K - $45.5K
|
14.6K
$670K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
32+ 0.38% |
$1.43K - $1.5K
|
8.51K
$391K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.23K- 4.35% |
$54.8K - $57.4K
|
26.9K
$1.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5+ 0.1% |
$224 - $234
|
4.98K
$229K
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Directions Inc
|
SELL
|
- |
-249- 2.22% |
$11.1K - $11.7K
|
11K
$505K
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.69K+ 0.22% |
$75.6K - $79.2K
|
764K
$35.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
45+ 0.25% |
$2.01K - $2.11K
|
18.2K
$835K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.02K+ 15.01% |
$90.5K - $94.8K
|
15.5K
$712K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
670+ 2.16% |
$30K - $31.4K
|
31.7K
$1.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-929- 14.78% |
$41.6K - $43.5K
|
5.36K
$246K
|
|
|
Nov 12, 2025
Q3 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
6+ 0.51% |
$268 - $281
|
1.17K
$53.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-250- 4.43% |
$11.2K - $11.7K
|
5.4K
$248K
|
|
|
Nov 10, 2025
Q3 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
100+ 0.55% |
$4.47K - $4.69K
|
18.2K
$835K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.08K- 8.0% |
$406K - $426K
|
104K
$4.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-336- 0.07% |
$15K - $15.7K
|
464K
$21.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3.81K+ 91.28% |
$171K - $179K
|
7.99K
$367K
|
|
|
Nov 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-54.1K- 34.87% |
$2.42M - $2.53M
|
101K
$4.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Ifs Group,Llc
York, PA |
BUY
|
- |
92.1KNew |
$4.12M - $4.32M
|
92.1K
$4.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-754- 4.49% |
$33.7K - $35.3K
|
16K
$737K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.52K- 12.28% |
$157K - $165K
|
25.2K
$1.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-707- 5.37% |
$31.6K - $33.1K
|
12.5K
$572K
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-100- 5.8% |
$4.47K - $4.69K
|
1.63K
$74.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Concentrum Wealth Management
|
BUY
|
- |
21.2K+ 11.34% |
$947K - $993K
|
208K
$9.55M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.3KNew |
$282K - $295K
|
6.3K
$289K
|
|