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 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-355- 5.09% |
$15.1K - $16.2K
|
6.63K
$300K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-21.8K- 4.88% |
$931K - $994K
|
426K
$19.3M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-347- 2.54% |
$14.8K - $15.8K
|
13.3K
$603K
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-651- 9.53% |
$27.7K - $29.6K
|
6.18K
$280K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26.7K+ 21.28% |
$1.14M - $1.22M
|
152K
$6.9M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-2.5K- 14.73% |
$107K - $114K
|
14.5K
$656K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
3.46K+ 45.73% |
$147K - $157K
|
11K
$499K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.07K- 1.12% |
$45.6K - $48.7K
|
94.8K
$4.29M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-837- 11.72% |
$35.7K - $38.1K
|
6.31K
$286K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
5.47K+ 1.95% |
$233K - $249K
|
286K
$13M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.68K- 2.4% |
$114K - $122K
|
109K
$4.94M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.35K+ 7.72% |
$228K - $244K
|
74.7K
$3.38M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-2.92K- 7.51% |
$124K - $133K
|
35.9K
$1.63M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
48.5K+ 785.38% |
$2.07M - $2.21M
|
54.7K
$2.48M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-500- 5.71% |
$21.3K - $22.8K
|
8.25K
$374K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-5.75K- 0.75% |
$245K - $262K
|
758K
$34.3M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
11.2K+ 232.02% |
$475K - $508K
|
16K
$723K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.85K- 1.54% |
$79K - $84.4K
|
119K
$5.38M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-1.58K- 9.23% |
$67.1K - $71.7K
|
15.5K
$702K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.83K- 9.92% |
$78.1K - $83.5K
|
16.7K
$754K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.1K+ 5.42% |
$46.9K - $50.1K
|
21.4K
$969K
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-50.2K- 67.42% |
$2.14M - $2.29M
|
24.3K
$1.1M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-75.8K- 10.04% |
$3.23M - $3.45M
|
680K
$30.8M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-15.2K- 3.54% |
$650K - $694K
|
416K
$18.8M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-191- 2.19% |
$8.14K - $8.69K
|
8.54K
$387K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.07K+ 0.68% |
$45.6K - $48.7K
|
158K
$7.17M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-659- 9.79% |
$28.1K - $30K
|
6.07K
$275K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-22.1K- 34.75% |
$943K - $1.01M
|
41.5K
$1.88M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
17.1K+ 262.47% |
$730K - $779K
|
23.7K
$1.07M
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
14.3K+ 2.25% |
$607K - $649K
|
648K
$29.3M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-368- 1.5% |
$15.7K - $16.7K
|
24.2K
$1.1M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.9K+ 0.2% |
$1.53M - $1.63M
|
17.7M
$800M
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
33+ 0.6% |
$1.41K - $1.5K
|
5.55K
$252K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-1.96K- 19.07% |
$83.6K - $89.3K
|
8.33K
$377K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-6.62K- 2.59% |
$282K - $301K
|
249K
$11.3M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
7+ 0.61% |
$298 - $319
|
1.15K
$52.3K
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
13.4K+ 7.71% |
$570K - $609K
|
187K
$8.46M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.66K- 1.9% |
$113K - $121K
|
137K
$6.19M
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
187KNew |
$7.96M - $8.5M
|
187K
$8.46M
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-1.72K- 8.36% |
$73.4K - $78.4K
|
18.9K
$855K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
8.02K+ 89.24% |
$342K - $365K
|
17K
$770K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-3.21K- 4.11% |
$137K - $146K
|
75K
$3.4M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
6.4KNew |
$273K - $291K
|
6.4K
$290K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
99.1K+ 169.1% |
$4.22M - $4.51M
|
158K
$7.15M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-478- 4.54% |
$20.4K - $21.8K
|
10.1K
$455K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
23.3K+ 12.86% |
$993K - $1.06M
|
205K
$9.26M
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-742- 10.81% |
$31.6K - $33.8K
|
6.12K
$277K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.1K- 4.72% |
$303K - $323K
|
143K
$6.49M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
6.15K+ 4.14% |
$262K - $280K
|
155K
$7M
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
415+ 4.21% |
$17.7K - $18.9K
|
10.3K
$466K
|