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 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
11.8K+ 5.37% |
$501K - $536K
|
231K
$10.5M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.44K- 1.41% |
$61.5K - $65.7K
|
101K
$4.57M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-35.7K- 6.57% |
$1.52M - $1.63M
|
508K
$23M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.95K- 0.39% |
$339K - $362K
|
2.04M
$92.4M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-24.9K- 15.09% |
$1.06M - $1.13M
|
140K
$6.36M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-2.46K- 1.2% |
$105K - $112K
|
203K
$9.18M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.11M- 98.91% |
$47.2M - $50.4M
|
12.2K
$553K
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
157KNew |
$6.68M - $7.13M
|
157K
$7.1M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-53- 2.12% |
$2.26K - $2.41K
|
2.45K
$111K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.85K+ 4.75% |
$122K - $130K
|
63K
$2.85M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-2.3K- 12.08% |
$98.2K - $105K
|
16.8K
$760K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-207K- 16.74% |
$8.81M - $9.41M
|
1.03M
$46.6M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-673- 12.29% |
$28.7K - $30.6K
|
4.8K
$217K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-97.1K- 45.88% |
$4.14M - $4.42M
|
115K
$5.19M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-30.6K- 13.69% |
$1.3M - $1.39M
|
193K
$8.73M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.99K+ 1.77% |
$255K - $273K
|
345K
$15.6M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
2K+ 1.08% |
$85.2K - $91K
|
188K
$8.49M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.57K+ 2.43% |
$66.7K - $71.3K
|
66K
$2.99M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.47K+ 5.42% |
$148K - $158K
|
67.4K
$3.05M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-23.7K- 10.11% |
$1.01M - $1.08M
|
210K
$9.53M
|
|
|
May 05, 2025
Q1 2025
|
Treasure Coast Financial Planning
|
BUY
|
- |
4.35K+ 4.21% |
$186K - $198K
|
108K
$4.88M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
1.88K+ 15.88% |
$79.9K - $85.4K
|
13.7K
$620K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-410- 2.42% |
$17.5K - $18.7K
|
16.5K
$748K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-12.1K- 15.31% |
$514K - $549K
|
66.8K
$3.02M
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
SELL
|
- |
-3.73K- 2.74% |
$159K - $170K
|
133K
$6M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
3+ 1.19% |
$128 - $137
|
256
$11.6K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-3.97K- 12.11% |
$169K - $181K
|
28.8K
$1.3M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
10.4KNew |
$443K - $473K
|
10.4K
$471K
|
|
|
May 02, 2025
Q1 2025
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-1.58K- 0.56% |
$67.4K - $72K
|
283K
$12.8M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-407- 2.67% |
$17.3K - $18.5K
|
14.9K
$673K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
13.2K+ 2.26% |
$563K - $601K
|
598K
$27.1M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
64+ 148.84% |
$2.73K - $2.91K
|
107
$4.85K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
14.9KNew |
$636K - $680K
|
14.9K
$676K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-7.31K- 16.25% |
$312K - $333K
|
37.7K
$1.71M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-15.3K- 17.83% |
$651K - $696K
|
70.4K
$3.19M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
5+ 0.34% |
$213 - $228
|
1.46K
$66.2K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
112+ 33.14% |
$4.77K - $5.1K
|
450
$20.4K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-61- 11.47% |
$2.6K - $2.78K
|
471
$21.3K
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
2+ 0.04% |
$85.2 - $91
|
4.94K
$224K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
34+ 0.19% |
$1.45K - $1.55K
|
18K
$815K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
20+ 0.03% |
$852 - $910
|
70.7K
$3.2M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-12.5K- 4.49% |
$534K - $570K
|
266K
$12.1M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
315New |
$13.4K - $14.3K
|
315
$14.3K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-458- 3.3% |
$19.5K - $20.8K
|
13.4K
$608K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-100- 0.75% |
$4.26K - $4.55K
|
13.2K
$597K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
135+ 250.0% |
$5.75K - $6.14K
|
189
$8.56K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
610+ 0.56% |
$26K - $27.8K
|
110K
$4.99M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.97K- 15.38% |
$126K - $135K
|
16.3K
$739K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.19K- 7.55% |
$136K - $145K
|
39.1K
$1.77M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-130- 55.56% |
$5.54K - $5.92K
|
104
$4.71K
|