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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-2.06K- 12.93% |
$83.2K - $93.6K
|
13.9K
$608K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-679- 3.02% |
$27.5K - $30.9K
|
21.8K
$958K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
3.38K+ 29.59% |
$137K - $154K
|
14.8K
$649K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
523+ 3.11% |
$21.2K - $23.8K
|
17.3K
$761K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2K- 0.44% |
$80.9K - $90.9K
|
448K
$19.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-100- 1.79% |
$4.05K - $4.55K
|
5.49K
$241K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.18K- 2.77% |
$47.9K - $53.8K
|
41.5K
$1.82M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.01K- 5.41% |
$324K - $365K
|
140K
$6.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
5.2KNew |
$210K - $236K
|
5.2K
$228K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-458- 2.81% |
$18.5K - $20.8K
|
15.8K
$695K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.95K+ 3.97% |
$321K - $361K
|
208K
$9.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
19.4K+ 8.46% |
$784K - $881K
|
248K
$10.9M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
11+ 0.66% |
$445 - $500
|
1.68K
$73.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-631- 12.46% |
$25.5K - $28.7K
|
4.44K
$195K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
26.4K+ 48.25% |
$1.07M - $1.2M
|
81.2K
$3.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-1.29K- 6.75% |
$52.1K - $58.6K
|
17.8K
$782K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-445- 2.7% |
$18K - $20.2K
|
16K
$702K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.81K- 1.59% |
$114K - $128K
|
174K
$7.63M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.44K- 12.35% |
$58K - $65.3K
|
10.2K
$447K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
424+ 7.17% |
$17.2K - $19.3K
|
6.34K
$278K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.1K+ 1.88% |
$491K - $552K
|
658K
$28.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.67KNew |
$189K - $212K
|
4.67K
$205K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
13KNew |
$525K - $590K
|
13K
$569K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-231K- 12.42% |
$9.35M - $10.5M
|
1.63M
$71.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-6.58K- 2.29% |
$266K - $299K
|
280K
$12.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
349+ 3.71% |
$14.1K - $15.9K
|
9.75K
$428K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.16K- 8.11% |
$209K - $235K
|
58.5K
$2.57M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-397- 1.55% |
$16.1K - $18.1K
|
25.3K
$1.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-7.82K- 40.6% |
$316K - $356K
|
11.4K
$502K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-6.66K- 8.54% |
$269K - $303K
|
71.3K
$3.13M
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.57K- 3.04% |
$63.3K - $71.2K
|
49.9K
$2.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.99K+ 4.97% |
$121K - $136K
|
63.1K
$2.77M
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-248- 0.21% |
$10K - $11.3K
|
117K
$5.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.13K+ 3.18% |
$45.8K - $51.5K
|
36.7K
$1.61M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
611+ 0.61% |
$24.7K - $27.8K
|
100K
$4.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-721- 37.73% |
$29.2K - $32.8K
|
1.19K
$52.2K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-5.3K- 9.82% |
$214K - $241K
|
48.7K
$2.14M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.08K+ 1.87% |
$43.8K - $49.2K
|
58.8K
$2.58M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.21K+ 2.82% |
$130K - $146K
|
117K
$5.13M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.45K+ 9.31% |
$301K - $339K
|
87.4K
$3.84M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-326- 0.35% |
$13.2K - $14.8K
|
91.8K
$4.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
568+ 5.48% |
$23K - $25.8K
|
10.9K
$480K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.95K+ 11.47% |
$78.8K - $88.6K
|
18.9K
$830K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
63+ 4.53% |
$2.55K - $2.87K
|
1.45K
$63.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.46K+ 5.05% |
$221K - $248K
|
114K
$4.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-9.27K- 65.87% |
$375K - $422K
|
4.8K
$211K
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
4.65KNew |
$188K - $212K
|
4.65K
$204K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-249- 39.9% |
$10.1K - $11.3K
|
375
$16.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-34K- 23.65% |
$1.37M - $1.55M
|
110K
$4.81M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-1.17K- 1.27% |
$47.3K - $53.2K
|
90.8K
$3.98M
|