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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-7.98K- 5.09% |
$324K - $360K
|
149K
$6.87M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-258- 1.92% |
$10.5K - $11.6K
|
13.2K
$608K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.21K- 13.09% |
$49.2K - $54.7K
|
8.05K
$372K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.18K- 3.01% |
$48.1K - $53.4K
|
38.1K
$1.76M
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
335New |
$13.6K - $15.1K
|
335
$15.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.67KNew |
$230K - $256K
|
5.67K
$262K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.33K+ 12.16% |
$379K - $421K
|
86K
$3.98M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
941+ 0.3% |
$38.2K - $42.5K
|
319K
$14.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-910- 1.29% |
$37K - $41.1K
|
69.8K
$3.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-8.43K- 20.43% |
$343K - $380K
|
32.9K
$1.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.98K- 6.57% |
$121K - $134K
|
42.4K
$1.96M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
88New |
$3.57K - $3.97K
|
88
$4.07K
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-3.98K- 3.42% |
$162K - $180K
|
112K
$5.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.74K- 2.16% |
$70.7K - $78.5K
|
78.7K
$3.64M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
829+ 2.98% |
$33.7K - $37.4K
|
28.7K
$1.33M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-2.72K- 3.0% |
$110K - $123K
|
87.8K
$4.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-10.6K- 11.33% |
$432K - $480K
|
83.2K
$3.84M
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-19.1K- 29.17% |
$777K - $863K
|
46.5K
$2.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-236- 1.68% |
$9.59K - $10.6K
|
13.8K
$639K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.68K- 1.77% |
$68.2K - $75.8K
|
93.1K
$4.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-30- 0.38% |
$1.22K - $1.35K
|
7.93K
$366K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
30+ 0.6% |
$1.22K - $1.35K
|
5.04K
$233K
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3.15K- 5.18% |
$128K - $142K
|
57.7K
$2.67M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
380+ 22.11% |
$15.4K - $17.1K
|
2.1K
$97K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.45K- 5.83% |
$99.4K - $110K
|
39.5K
$1.83M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-3.92K- 31.27% |
$159K - $177K
|
8.62K
$398K
|
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
825+ 7.72% |
$33.5K - $37.2K
|
11.5K
$532K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.1K- 27.93% |
$85.2K - $94.7K
|
5.41K
$250K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-24K- 3.54% |
$977K - $1.09M
|
655K
$30.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
103+ 0.57% |
$4.18K - $4.65K
|
18.1K
$836K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.7K+ 13.32% |
$555K - $616K
|
116K
$5.37M
|
|
|
Jul 28, 2025
Q2 2025
|
Variant Private Wealth, LLC
Tysons, VA |
SELL
|
- |
-205- 3.22% |
$8.33K - $9.25K
|
6.17K
$285K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
184+ 2.92% |
$7.47K - $8.3K
|
6.49K
$300K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-47- 0.22% |
$1.91K - $2.12K
|
21.4K
$986K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
215K+ 102.59% |
$8.72M - $9.68M
|
424K
$19.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.71K- 0.64% |
$69.4K - $77.1K
|
264K
$12.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
11+ 0.11% |
$447 - $496
|
10.4K
$481K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
220+ 4.05% |
$8.94K - $9.93K
|
5.65K
$261K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-155K- 36.41% |
$6.3M - $7M
|
271K
$12.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-108K- 41.25% |
$4.37M - $4.86M
|
153K
$7.08M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.9K- 34.12% |
$443K - $492K
|
21K
$972K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
6+ 0.13% |
$244 - $271
|
4.77K
$221K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.19K- 2.93% |
$48.1K - $53.5K
|
39.3K
$1.82M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.63K- 1.23% |
$107K - $119K
|
211K
$9.77M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-13.3K- 6.34% |
$542K - $602K
|
197K
$9.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
63+ 1.07% |
$2.56K - $2.84K
|
5.97K
$276K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
126+ 1.19% |
$5.12K - $5.69K
|
10.7K
$494K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
6.56KNew |
$266K - $296K
|
6.56K
$303K
|
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-1.62K- 8.57% |
$65.8K - $73K
|
17.3K
$798K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
224+ 1.37% |
$9.1K - $10.1K
|
16.5K
$764K
|