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 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-7.26K- 12.75% |
$295K - $327K
|
49.6K
$2.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
296+ 0.9% |
$12K - $13.4K
|
33.3K
$1.54M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-16K- 67.83% |
$652K - $724K
|
7.61K
$351K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14.3K- 2.36% |
$581K - $645K
|
591K
$27.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.5K- 26.83% |
$101K - $113K
|
6.81K
$315K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-168- 15.37% |
$6.82K - $7.58K
|
925
$42.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.17K+ 64.31% |
$169K - $188K
|
10.6K
$492K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
21+ 0.22% |
$853 - $948
|
9.53K
$440K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.09K- 18.01% |
$44.4K - $49.4K
|
4.98K
$230K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-201- 0.63% |
$8.16K - $9.07K
|
31.9K
$1.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
48+ 0.39% |
$1.95K - $2.17K
|
12.2K
$564K
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-533- 5.34% |
$21.7K - $24K
|
9.44K
$436K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.42% |
$40.6 - $45.1
|
241
$11.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-334- 3.32% |
$13.6K - $15.1K
|
9.72K
$449K
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
57+ 0.31% |
$2.32K - $2.57K
|
18.7K
$865K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.5K+ 59.16% |
$60.7K - $67.5K
|
4.02K
$186K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
SELL
|
- |
-935- 2.87% |
$38K - $42.2K
|
31.7K
$1.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-6.09K- 39.3% |
$247K - $275K
|
9.4K
$434K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
310+ 0.49% |
$12.6K - $14K
|
63.9K
$2.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-2.25K- 9.26% |
$91.3K - $101K
|
22K
$1.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
11.5K+ 90.57% |
$467K - $519K
|
24.2K
$1.12M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 0.3% |
$203 - $226
|
1.7K
$78.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
9.6K+ 2.79% |
$390K - $433K
|
353K
$16.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-3.72K- 17.48% |
$151K - $168K
|
17.6K
$812K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-5.36K- 7.31% |
$218K - $242K
|
68K
$3.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.42K- 9.92% |
$261K - $290K
|
58.3K
$2.69M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-447- 0.45% |
$18.2K - $20.2K
|
98K
$4.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
450New |
$18.3K - $20.3K
|
450
$20.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-4K- 19.5% |
$163K - $181K
|
16.5K
$764K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-17.5K- 22.57% |
$710K - $789K
|
60K
$2.77M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-28- 0.14% |
$1.14K - $1.26K
|
20.1K
$929K
|
|
|
Jul 14, 2025
Q2 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-6.31K- 27.6% |
$256K - $284K
|
16.5K
$764K
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-110- 0.48% |
$4.47K - $4.96K
|
22.8K
$1.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.48K- 4.95% |
$60.2K - $66.9K
|
28.5K
$1.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-39.7K- 20.36% |
$1.61M - $1.79M
|
155K
$7.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.39K+ 13.22% |
$56.3K - $62.5K
|
11.9K
$548K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-729- 8.99% |
$29.6K - $32.9K
|
7.38K
$341K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
2.16K+ 112.27% |
$87.7K - $97.4K
|
4.08K
$189K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-937- 14.51% |
$38.1K - $42.3K
|
5.52K
$255K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
148+ 2.56% |
$6.01K - $6.68K
|
5.93K
$274K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
73+ 0.09% |
$2.97K - $3.29K
|
82.1K
$3.79M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-15.1K- 6.06% |
$614K - $683K
|
235K
$10.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
39.9K+ 195.19% |
$1.62M - $1.8M
|
60.3K
$2.79M
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-471- 6.97% |
$19.1K - $21.3K
|
6.29K
$290K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.49K- 10.01% |
$142K - $157K
|
31.3K
$1.45M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-32.9K- 9.94% |
$1.34M - $1.48M
|
298K
$13.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.31KNew |
$134K - $149K
|
3.31K
$153K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-2.91K- 5.75% |
$118K - $131K
|
47.7K
$2.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-6.76K- 1.6% |
$274K - $305K
|
415K
$19.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
544+ 1.49% |
$22.1K - $24.5K
|
37K
$1.71M
|