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 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
569+ 6.66% |
$23.1K - $25.7K
|
9.11K
$421K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.12K- 1.11% |
$45.3K - $50.4K
|
99.8K
$4.61M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.35K+ 20.93% |
$177K - $196K
|
25.1K
$1.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-258- 10.53% |
$10.5K - $11.6K
|
2.19K
$101K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.82K- 2.41% |
$74.1K - $82.3K
|
73.9K
$3.42M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10.9K+ 153.85% |
$442K - $491K
|
18K
$829K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.76K+ 6.19% |
$274K - $305K
|
116K
$5.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-9.1K- 18.87% |
$370K - $411K
|
39.1K
$1.81M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.44K+ 15.86% |
$180K - $200K
|
32.4K
$1.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-6.36K- 3.14% |
$258K - $287K
|
196K
$9.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-206- 1.65% |
$8.37K - $9.29K
|
12.3K
$566K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11.6K- 8.25% |
$470K - $522K
|
129K
$5.95M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-247- 16.89% |
$10K - $11.1K
|
1.22K
$56.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
5.04K+ 1.21% |
$205K - $227K
|
421K
$19.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-18.5K- 55.73% |
$753K - $837K
|
14.7K
$681K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.93K+ 34.06% |
$78.4K - $87.1K
|
7.6K
$351K
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
270+ 1.97% |
$11K - $12.2K
|
14K
$645K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.53% |
$81.2 - $90.2
|
382
$17.6K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-8.05K- 27.94% |
$327K - $363K
|
20.8K
$959K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
9.59KNew |
$390K - $433K
|
9.59K
$443K
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
1.62K+ 14.85% |
$65.9K - $73.2K
|
12.6K
$580K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.1K- 3.41% |
$126K - $140K
|
87.8K
$4.06M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
692+ 19.86% |
$28.1K - $31.2K
|
4.18K
$193K
|
|
|
Aug 01, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
7.57K+ 41.81% |
$307K - $341K
|
25.7K
$1.19M
|
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
BUY
|
- |
56+ 0.5% |
$2.27K - $2.53K
|
11.2K
$519K
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
253+ 1.0% |
$10.3K - $11.4K
|
25.5K
$1.18M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
827New |
$33.6K - $37.3K
|
827
$38.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
240+ 0.15% |
$9.75K - $10.8K
|
163K
$7.51M
|
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
39.1K+ 13.18% |
$1.59M - $1.76M
|
336K
$15.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.4K+ 7.49% |
$56.9K - $63.2K
|
20.1K
$928K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
225K+ 14.11% |
$9.16M - $10.2M
|
1.82M
$84.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-522- 3.78% |
$21.2K - $23.6K
|
13.3K
$613K
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-550- 9.09% |
$22.3K - $24.8K
|
5.5K
$254K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-233- 1.23% |
$9.46K - $10.5K
|
18.7K
$865K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.27K- 8.57% |
$51.7K - $57.5K
|
13.6K
$628K
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
322+ 0.23% |
$13.1K - $14.5K
|
139K
$6.44M
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
8+ 0.13% |
$325 - $361
|
6.19K
$286K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-13.1K- 36.07% |
$531K - $590K
|
23.2K
$1.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
524+ 4.18% |
$21.3K - $23.6K
|
13K
$603K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-232K- 7.04% |
$9.42M - $10.5M
|
3.06M
$141M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-9.21K- 44.06% |
$374K - $416K
|
11.7K
$540K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
15.6K+ 3.37% |
$635K - $705K
|
479K
$22.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-4.07K- 1.99% |
$165K - $183K
|
200K
$9.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-119- 46.48% |
$4.83K - $5.37K
|
137
$6.33K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
515New |
$20.9K - $23.2K
|
515
$23.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-240- 0.48% |
$9.75K - $10.8K
|
49.5K
$2.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-4.84K- 25.6% |
$197K - $218K
|
14.1K
$650K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
3.95K+ 17.1% |
$160K - $178K
|
27K
$1.25M
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.08K- 1.01% |
$44K - $48.9K
|
106K
$4.91M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-237- 3.3% |
$9.63K - $10.7K
|
6.94K
$320K
|