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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-188K- 4.87% |
$7.59M - $8.54M
|
3.66M
$159M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-735K- 15.75% |
$29.7M - $33.4M
|
3.93M
$171M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
291+ 0.84% |
$11.8K - $13.2K
|
34.8K
$1.51M
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-51- 0.53% |
$2.06K - $2.32K
|
9.52K
$414K
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
94New |
$3.8K - $4.28K
|
94
$4.09K
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
16New |
$647 - $728
|
16
$695
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-99- 1.93% |
$4K - $4.5K
|
5.03K
$219K
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
BUY
|
- |
27K+ 4.78% |
$1.09M - $1.23M
|
591K
$25.7M
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
4.56KNew |
$184K - $207K
|
4.56K
$198K
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-1.26K- 8.2% |
$51K - $57.4K
|
14.1K
$614K
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.82KNew |
$236K - $265K
|
5.82K
$253K
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
7.5K+ 86.08% |
$303K - $341K
|
16.2K
$704K
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-220- 1.79% |
$8.9K - $10K
|
12.1K
$525K
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.06K+ 2.2% |
$43K - $48.3K
|
49.3K
$2.14M
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
8.9KNew |
$360K - $405K
|
8.9K
$387K
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.26K+ 11.58% |
$132K - $148K
|
31.4K
$1.36M
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-519- 8.41% |
$21K - $23.6K
|
5.65K
$246K
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-50- 0.37% |
$2.02K - $2.27K
|
13.4K
$582K
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
19.4K+ 1.75% |
$783K - $881K
|
1.12M
$48.8M
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-124- 2.49% |
$5.02K - $5.64K
|
4.86K
$211K
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-631Closed |
$25.5K - $28.7K
|
0
$0
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
258+ 4.44% |
$10.4K - $11.7K
|
6.07K
$264K
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
551+ 5.27% |
$22.3K - $25.1K
|
11K
$478K
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-622- 23.72% |
$25.2K - $28.3K
|
2K
$86.9K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
80+ 0.76% |
$3.24K - $3.64K
|
10.7K
$463K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-7.68K- 12.92% |
$311K - $349K
|
51.7K
$2.25M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.91K- 0.44% |
$77.2K - $86.8K
|
437K
$19M
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.05K- 10.65% |
$42.6K - $47.9K
|
8.83K
$384K
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-226K- 87.65% |
$9.12M - $10.3M
|
31.8K
$1.38M
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-2.25K- 2.71% |
$90.9K - $102K
|
80.7K
$3.51M
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2.19K+ 44.52% |
$88.5K - $99.5K
|
7.1K
$309K
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-511- 0.63% |
$20.7K - $23.2K
|
80K
$3.48M
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
29.9K+ 89.42% |
$1.21M - $1.36M
|
63.4K
$2.76M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-21.8K- 40.4% |
$880K - $990K
|
32.1K
$1.39M
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-121K- 95.71% |
$4.89M - $5.5M
|
5.43K
$236K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-7.4K- 6.3% |
$299K - $336K
|
110K
$4.78M
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-615- 0.79% |
$24.9K - $28K
|
77.6K
$3.37M
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
7.24KNew |
$293K - $329K
|
7.24K
$315K
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
15+ 0.17% |
$607 - $682
|
8.72K
$379K
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
874+ 2.73% |
$35.4K - $39.8K
|
32.9K
$1.43M
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
36+ 0.27% |
$1.46K - $1.64K
|
13.4K
$582K
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-24.4K- 8.25% |
$985K - $1.11M
|
271K
$11.8M
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
15.5K+ 18.26% |
$626K - $704K
|
100K
$4.35M
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
218KNew |
$8.83M - $9.93M
|
218K
$9.48M
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
21+ 0.12% |
$849 - $955
|
17.2K
$748K
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-1.54K- 3.03% |
$62.2K - $69.9K
|
49.2K
$2.14M
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-1.15K- 41.74% |
$46.3K - $52.1K
|
1.6K
$69.4K
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-4.36K- 32.09% |
$176K - $198K
|
9.22K
$401K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-18.9K- 17.83% |
$764K - $859K
|
87K
$3.78M
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.16K- 24.88% |
$87.2K - $98K
|
6.51K
$283K
|