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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-14.4K- 8.27% |
$614K - $656K
|
160K
$7.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-3.29K- 13.81% |
$140K - $150K
|
20.5K
$930K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-7.22K- 2.91% |
$307K - $328K
|
241K
$10.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-11.7K- 38.45% |
$497K - $530K
|
18.7K
$845K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
91+ 0.98% |
$3.88K - $4.14K
|
9.34K
$423K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-7.95K- 10.47% |
$339K - $362K
|
68K
$3.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-128- 2.68% |
$5.45K - $5.83K
|
4.64K
$210K
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-109- 0.23% |
$4.64K - $4.96K
|
48.1K
$2.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-460K- 50.0% |
$19.6M - $20.9M
|
460K
$20.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-24.6K- 23.55% |
$1.05M - $1.12M
|
79.7K
$3.61M
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
7KNew |
$298K - $319K
|
7K
$317K
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
4.98KNew |
$212K - $227K
|
4.98K
$226K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-96- 0.81% |
$4.09K - $4.37K
|
11.7K
$531K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.8% |
$128 - $137
|
380
$17.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-3.14K- 14.24% |
$134K - $143K
|
18.9K
$856K
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-2.09K- 3.18% |
$89K - $95K
|
63.6K
$2.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
134+ 1.71% |
$5.71K - $6.1K
|
7.96K
$360K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-29- 0.04% |
$1.24K - $1.32K
|
76.7K
$3.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-30.4K- 22.31% |
$1.3M - $1.39M
|
106K
$4.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
26.7K+ 197.78% |
$1.14M - $1.22M
|
40.3K
$1.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.11K+ 2.35% |
$47.1K - $50.3K
|
48.2K
$2.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.1K- 8.09% |
$46.7K - $49.9K
|
12.5K
$564K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.84K- 46.05% |
$206K - $220K
|
5.67K
$257K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.89K+ 27.76% |
$80.5K - $86K
|
8.69K
$394K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
169+ 1.61% |
$7.2K - $7.69K
|
10.7K
$484K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.58K- 3.96% |
$195K - $209K
|
111K
$5.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.48K- 1.8% |
$63K - $67.3K
|
80.5K
$3.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-92- 0.1% |
$3.92K - $4.19K
|
90.5K
$4.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-3.21K- 3.72% |
$137K - $146K
|
83.1K
$3.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
1.26K+ 7.55% |
$53.8K - $57.5K
|
18K
$815K
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
144+ 0.12% |
$6.14K - $6.55K
|
116K
$5.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-770- 2.38% |
$32.8K - $35K
|
31.6K
$1.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-869- 7.24% |
$37K - $39.5K
|
11.1K
$504K
|
|
|
Apr 22, 2025
Q1 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-360- 1.54% |
$15.3K - $16.4K
|
23K
$1.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-485- 2.87% |
$20.7K - $22.1K
|
16.4K
$744K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-55.9K- 3.38% |
$2.38M - $2.55M
|
1.6M
$72.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1.41K+ 4.57% |
$59.9K - $64K
|
32.1K
$1.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
15.3K+ 10.77% |
$652K - $696K
|
157K
$7.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-3.56K- 4.63% |
$152K - $162K
|
73.4K
$3.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3K+ 16.86% |
$128K - $136K
|
20.8K
$941K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-2.17K- 12.27% |
$92.6K - $98.9K
|
15.5K
$704K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.88K- 2.04% |
$80K - $85.4K
|
90K
$4.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.62K- 2.77% |
$197K - $210K
|
162K
$7.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.58K- 4.2% |
$110K - $117K
|
58.8K
$2.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
606+ 11.08% |
$25.8K - $27.6K
|
6.07K
$275K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-331- 1.3% |
$14.1K - $15.1K
|
25.2K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
711+ 2.64% |
$30.3K - $32.4K
|
27.6K
$1.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-778- 14.37% |
$33.2K - $35.4K
|
4.64K
$210K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
13.9K+ 33.31% |
$592K - $633K
|
55.6K
$2.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-630- 0.6% |
$26.8K - $28.7K
|
104K
$4.7M
|