Latest Institutional Purchases of First Tr Value Line Divid Inde (FVD)
This list provides information on the latest institutional transactions involving First Tr Value Line Divid Inde (FVD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
773K+ 38.63% |
$34.6M - $36.2M
|
2.77M
$127M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
104KNew |
$4.65M - $4.87M
|
104K
$4.77M
|
|
|
Nov 10, 2025
Q3 2025
|
Ifs Group,Llc
York, PA |
BUY
|
- |
92.1KNew |
$4.12M - $4.32M
|
92.1K
$4.23M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
91.1K+ 2.39% |
$4.07M - $4.27M
|
3.91M
$179M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
73K+ 17.01% |
$3.27M - $3.42M
|
502K
$23.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
72.8K+ 2.85% |
$3.25M - $3.41M
|
2.63M
$121M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
72.5KNew |
$3.24M - $3.4M
|
72.5K
$3.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
69.2K+ 302.18% |
$3.1M - $3.24M
|
92.1K
$4.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
63.4K+ 3.12% |
$2.84M - $2.97M
|
2.1M
$96.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
62.4K+ 35.43% |
$2.79M - $2.92M
|
239K
$11M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
47.1K+ 87.88% |
$2.11M - $2.21M
|
101K
$4.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
42.8K+ 8.52% |
$1.92M - $2.01M
|
546K
$25M
|
|
|
Nov 14, 2025
Q3 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
41.5K+ 8.02% |
$1.86M - $1.95M
|
559K
$25.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
41K+ 26.63% |
$1.83M - $1.92M
|
195K
$8.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
36.2K+ 1.6% |
$1.62M - $1.7M
|
2.3M
$106M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.3KNew |
$1.22M - $1.28M
|
27.3K
$1.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
27.2KNew |
$1.22M - $1.28M
|
27.2K
$1.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
23.7KNew |
$1.06M - $1.11M
|
23.7K
$1.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
23.7KNew |
$1.06M - $1.11M
|
23.7K
$1.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
23.6K+ 341.64% |
$1.06M - $1.11M
|
30.5K
$1.4M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.4K+ 1.2% |
$1M - $1.05M
|
1.88M
$86.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
21.3K+ 47.51% |
$954K - $1M
|
66.2K
$3.04M
|
|
|
Nov 10, 2025
Q3 2025
|
Concentrum Wealth Management
|
BUY
|
- |
21.2K+ 11.34% |
$947K - $993K
|
208K
$9.55M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
19.5K+ 4811.33% |
$874K - $915K
|
19.9K
$915K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
19.4K+ 107.94% |
$867K - $908K
|
37.3K
$1.71M
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
19.2K+ 45.1% |
$858K - $899K
|
61.7K
$2.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
19.1K+ 82.17% |
$852K - $893K
|
42.2K
$1.94M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
17.2K+ 203.62% |
$770K - $806K
|
25.7K
$1.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
17.1KNew |
$764K - $801K
|
17.1K
$785K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
16.6K+ 62.05% |
$743K - $779K
|
43.4K
$1.99M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
16.5K+ 3.44% |
$738K - $773K
|
495K
$22.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
16.2K+ 4.6% |
$726K - $760K
|
369K
$16.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
16K+ 35.53% |
$717K - $752K
|
61.2K
$2.81M
|
|
|
Oct 06, 2025
Q3 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
BUY
|
- |
16K+ 101.34% |
$716K - $750K
|
31.8K
$1.46M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
15.9K+ 8.12% |
$713K - $747K
|
212K
$9.75M
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
15.8K+ 151.98% |
$708K - $742K
|
26.3K
$1.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
14.4K+ 53.3% |
$645K - $675K
|
41.4K
$1.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
14.2K+ 4005.92% |
$636K - $666K
|
14.6K
$669K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
12.7K+ 4.56% |
$569K - $596K
|
291K
$13.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
11.1KNew |
$495K - $518K
|
11.1K
$508K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
10.1K+ 70.0% |
$454K - $475K
|
24.6K
$1.13M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
10K+ 10.04% |
$448K - $469K
|
110K
$5.04M
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
9.78KNew |
$437K - $458K
|
9.78K
$449K
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
9.29K+ 7.67% |
$416K - $435K
|
130K
$5.99M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
8.94K+ 15.95% |
$400K - $419K
|
65K
$2.99M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.87K+ 7.65% |
$397K - $416K
|
125K
$5.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.83K+ 31.98% |
$395K - $414K
|
36.5K
$1.67M
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
8.27K+ 52.35% |
$370K - $388K
|
24.1K
$1.11M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
7.9K+ 44.95% |
$354K - $370K
|
25.5K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7.21K+ 81.89% |
$323K - $338K
|
16K
$735K
|
|