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 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-60.4K- 11.89% |
$2.45M - $2.72M
|
447K
$20.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.07K- 0.35% |
$287K - $319K
|
2.03M
$93.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-11.8K- 3.84% |
$479K - $532K
|
295K
$13.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-79.3K- 42.56% |
$3.22M - $3.58M
|
107K
$4.95M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-480- 4.36% |
$19.5K - $21.7K
|
10.5K
$487K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.99K+ 9.93% |
$284K - $315K
|
77.4K
$3.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-500- 3.79% |
$20.3K - $22.6K
|
12.7K
$586K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.58K- 2.33% |
$105K - $117K
|
108K
$5.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-159- 1.54% |
$6.46K - $7.17K
|
10.1K
$469K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-13.7K- 20.45% |
$555K - $616K
|
53.1K
$2.45M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
SELL
|
- |
-13.2K- 7.02% |
$535K - $594K
|
174K
$8.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
27.2K+ 7.88% |
$1.1M - $1.23M
|
372K
$17.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.38K- 1.7% |
$96.8K - $107K
|
138K
$6.37M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.74K- 23.05% |
$111K - $124K
|
9.15K
$423K
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
285+ 2.14% |
$11.6K - $12.9K
|
13.6K
$628K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
17.3K+ 27.39% |
$701K - $778K
|
80.2K
$3.71M
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
4.07K+ 0.54% |
$165K - $184K
|
762K
$35.2M
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.46K- 30.85% |
$181K - $201K
|
10K
$462K
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
8.88K+ 4.61% |
$361K - $401K
|
202K
$9.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-8.76K- 7.65% |
$356K - $395K
|
106K
$4.89M
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
11+ 0.04% |
$447 - $496
|
27.9K
$1.29M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-19- 18.27% |
$772 - $857
|
85
$3.93K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-550K- 17.8% |
$22.3M - $24.8M
|
2.54M
$117M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-448- 45.48% |
$18.2K - $20.2K
|
537
$24.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-297- 2.89% |
$12.1K - $13.4K
|
9.98K
$461K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.42K- 12.57% |
$180K - $199K
|
30.8K
$1.42M
|
|
|
Aug 06, 2025
Q2 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-280- 1.83% |
$11.4K - $12.6K
|
15.1K
$696K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
17.4K+ 3.78% |
$706K - $784K
|
478K
$22.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
3.63K+ 10.1% |
$147K - $164K
|
39.6K
$1.83M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.06K+ 0.77% |
$43K - $47.8K
|
138K
$6.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-16.7K- 1.99% |
$678K - $753K
|
823K
$38M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-3.66K- 2.36% |
$148K - $165K
|
151K
$6.97M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-40.4K- 28.21% |
$1.64M - $1.82M
|
103K
$4.75M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
82.7KNew |
$3.36M - $3.73M
|
82.7K
$3.82M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-282- 5.87% |
$11.5K - $12.7K
|
4.52K
$209K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.09KNew |
$44.2K - $49.1K
|
1.09K
$50.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-45- 0.14% |
$1.83K - $2.03K
|
31.1K
$1.44M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-1.23K- 7.2% |
$49.8K - $55.3K
|
15.8K
$730K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.85K+ 30.45% |
$75.1K - $83.4K
|
7.92K
$366K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
522New |
$21.2K - $23.6K
|
522
$24.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.34K+ 3.03% |
$136K - $151K
|
114K
$5.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
959+ 2.47% |
$39K - $43.3K
|
39.7K
$1.84M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-7.46K- 2.99% |
$303K - $336K
|
242K
$11.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.63K- 97.17% |
$188K - $209K
|
135
$6.24K
|
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
BUY
|
- |
14.5K+ 6.29% |
$589K - $655K
|
245K
$11.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-597- 1.05% |
$24.3K - $26.9K
|
56.2K
$2.59M
|
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1+ 0.0% |
$40.6 - $45.1
|
37.7K
$1.74M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-13.8K- 13.81% |
$562K - $624K
|
86.3K
$3.99M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
3.32K+ 2.11% |
$135K - $150K
|
161K
$7.42M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.5K- 82.37% |
$60.7K - $67.5K
|
320
$14.8K
|