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 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
4.78KNew |
$193K - $217K
|
4.78K
$209K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
41+ 0.16% |
$1.66K - $1.87K
|
25.7K
$1.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.89K+ 1.93% |
$76.5K - $86K
|
99.7K
$4.36M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.29K+ 3.69% |
$92.6K - $104K
|
64.3K
$2.81M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
9.23KNew |
$373K - $420K
|
9.23K
$403K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-3.34K- 10.94% |
$135K - $152K
|
27.2K
$1.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
12.7KNew |
$513K - $576K
|
12.7K
$554K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.46K- 5.94% |
$59.1K - $66.5K
|
23.1K
$1.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-14.1K- 8.25% |
$570K - $641K
|
157K
$6.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
285+ 4.42% |
$11.5K - $13K
|
6.74K
$294K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-15.9K- 5.77% |
$644K - $724K
|
260K
$11.4M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.14K+ 19.78% |
$46K - $51.7K
|
6.89K
$301K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.55K- 2.17% |
$144K - $161K
|
160K
$6.98M
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-27.7K- 47.66% |
$1.12M - $1.26M
|
30.5K
$1.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.16K+ 7.71% |
$46.9K - $52.7K
|
16.2K
$707K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
6.72KNew |
$272K - $305K
|
6.72K
$293K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.71K+ 0.97% |
$109K - $123K
|
281K
$12.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-179- 2.07% |
$7.24K - $8.14K
|
8.47K
$370K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.05KNew |
$42.3K - $47.5K
|
1.05K
$45.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-86.9K- 6.49% |
$3.51M - $3.95M
|
1.25M
$54.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-146- 5.79% |
$5.91K - $6.64K
|
2.38K
$104K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-153- 0.27% |
$6.19K - $6.96K
|
57.3K
$2.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
220+ 3.07% |
$8.9K - $10K
|
7.39K
$323K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-505- 0.65% |
$20.4K - $23K
|
77.3K
$3.38M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-840- 7.14% |
$34K - $38.2K
|
10.9K
$477K
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
14.4KNew |
$581K - $654K
|
14.4K
$628K
|
|
|
Oct 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
2.09K+ 1.49% |
$84.7K - $95.2K
|
143K
$6.25M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.95K- 20.21% |
$78.7K - $88.5K
|
7.69K
$336K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
880+ 0.6% |
$35.6K - $40K
|
148K
$6.45M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.43M+ 4431.49% |
$139M - $156M
|
3.5M
$153M
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-2.19K- 79.41% |
$88.5K - $99.5K
|
567
$24.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.1K- 1.6% |
$44.3K - $49.9K
|
67.5K
$2.95M
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.91K- 5.68% |
$77.1K - $86.7K
|
31.6K
$1.38M
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
1.3K+ 1.75% |
$52.6K - $59.2K
|
75.7K
$3.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
505+ 1.68% |
$20.4K - $23K
|
30.6K
$1.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-105- 1.4% |
$4.25K - $4.78K
|
7.39K
$323K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.1K+ 62.76% |
$368K - $414K
|
23.6K
$1.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.4% |
$40.5 - $45.5
|
253
$11.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-12- 18.46% |
$485 - $546
|
53
$2.32K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.07K- 13.32% |
$124K - $139K
|
19.9K
$872K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-111- 0.46% |
$4.49K - $5.05K
|
23.9K
$1.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-1.82K- 9.28% |
$73.6K - $82.7K
|
17.8K
$777K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
205+ 24.03% |
$8.29K - $9.33K
|
1.06K
$46.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
79+ 0.23% |
$3.2K - $3.59K
|
34.9K
$1.52M
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
4.94KNew |
$200K - $225K
|
4.94K
$216K
|
|
|
Oct 21, 2024
Q3 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-6.91K- 2.37% |
$279K - $314K
|
284K
$12.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-53- 0.31% |
$2.14K - $2.41K
|
16.9K
$739K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-419K- 13.26% |
$16.9M - $19.1M
|
2.74M
$120M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-188K- 4.87% |
$7.59M - $8.54M
|
3.66M
$160M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-735K- 15.75% |
$29.7M - $33.4M
|
3.93M
$172M
|