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 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
67.9KNew |
$2.76M - $3.07M
|
67.9K
$3.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.26K- 12.07% |
$91.9K - $102K
|
16.5K
$762K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
56+ 0.63% |
$2.27K - $2.53K
|
9.01K
$416K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4.92K- 8.22% |
$200K - $222K
|
54.8K
$2.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3+ 0.13% |
$122 - $135
|
2.4K
$111K
|
|
|
Aug 12, 2025
Q2 2025
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-14.5K- 5.13% |
$591K - $656K
|
269K
$12.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-545- 3.38% |
$22.1K - $24.6K
|
15.6K
$719K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.58K- 6.67% |
$105K - $116K
|
36.1K
$1.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
7+ 0.61% |
$284 - $316
|
1.16K
$53.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
81+ 0.57% |
$3.29K - $3.65K
|
14.3K
$659K
|
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
12.8K+ 1.97% |
$518K - $575K
|
660K
$30.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
153K+ 76.16% |
$6.2M - $6.88M
|
353K
$16.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-490- 1.58% |
$19.9K - $22.1K
|
30.5K
$1.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
15.3K+ 68.83% |
$621K - $690K
|
37.5K
$1.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-460- 5.31% |
$18.7K - $20.8K
|
8.2K
$379K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
1.02KNew |
$41.3K - $45.8K
|
1.02K
$46.9K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-11.7K- 34.93% |
$476K - $528K
|
21.8K
$1.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
465+ 5.8% |
$18.9K - $21K
|
8.48K
$392K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
13.8K+ 3.06% |
$560K - $622K
|
464K
$21.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-2.34K- 19.96% |
$95.1K - $106K
|
9.38K
$433K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
5.89KNew |
$239K - $266K
|
5.89K
$272K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-263K- 25.55% |
$10.7M - $11.9M
|
766K
$35.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
BUY
|
- |
39+ 0.16% |
$1.58K - $1.76K
|
24.8K
$1.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-80.3K- 47.27% |
$3.26M - $3.63M
|
89.6K
$4.14M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
32.3K+ 1.77% |
$1.31M - $1.46M
|
1.86M
$85.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.05% |
$122 - $135
|
5.8K
$268K
|
|
|
Aug 11, 2025
Q2 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
2.14K+ 15.84% |
$86.8K - $96.4K
|
15.6K
$722K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9+ 0.18% |
$366 - $406
|
4.89K
$226K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
28New |
$1.14K - $1.26K
|
28
$1.29K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.83K+ 4.71% |
$115K - $128K
|
62.9K
$2.91M
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
10.6KNew |
$429K - $477K
|
10.6K
$488K
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-674- 5.81% |
$27.4K - $30.4K
|
10.9K
$504K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-336- 2.77% |
$13.6K - $15.2K
|
11.8K
$545K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-2.08K- 14.36% |
$84.4K - $93.8K
|
12.4K
$573K
|
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-363- 1.09% |
$14.7K - $16.4K
|
33K
$1.52M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-73- 0.64% |
$2.97K - $3.29K
|
11.2K
$520K
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-4.28K- 31.68% |
$174K - $193K
|
9.23K
$427K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10.1K- 17.9% |
$411K - $457K
|
46.4K
$2.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-728- 2.44% |
$29.6K - $32.8K
|
29.1K
$1.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.4K+ 76.03% |
$747K - $829K
|
42.6K
$1.97M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-29.6K- 6.78% |
$1.2M - $1.34M
|
408K
$18.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-5.43K- 14.89% |
$221K - $245K
|
31.1K
$1.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-352K- 58.86% |
$14.3M - $15.9M
|
246K
$11.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-40.8K- 49.44% |
$1.66M - $1.84M
|
41.7K
$1.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
SELL
|
- |
-8.94K- 2.18% |
$363K - $404K
|
401K
$18.5M
|
|
|
Aug 08, 2025
Q2 2025
|
1776 Wealth LLC
|
BUY
|
- |
2.61K+ 1.97% |
$106K - $118K
|
135K
$6.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.56K- 3.24% |
$63.2K - $70.3K
|
46.5K
$2.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
27.6KNew |
$1.12M - $1.25M
|
27.6K
$1.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
870+ 100.58% |
$35.3K - $39.3K
|
1.74K
$80.2K
|