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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.43M+ 4431.49% |
$139M - $156M
|
3.5M
$162M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
533K+ 105.85% |
$21.6M - $24.3M
|
1.04M
$48M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
474K+ 3183.8% |
$19.2M - $21.6M
|
489K
$22.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
218KNew |
$8.83M - $9.93M
|
218K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
212K+ 3.06% |
$8.59M - $9.66M
|
7.15M
$331M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
176KNew |
$7.11M - $7.99M
|
176K
$8.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
169KNew |
$6.83M - $7.68M
|
169K
$7.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
147K+ 2655.91% |
$5.94M - $6.68M
|
152K
$7.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
129K+ 92.76% |
$5.23M - $5.88M
|
268K
$12.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
127KNew |
$5.15M - $5.8M
|
127K
$5.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
118K+ 31.98% |
$4.76M - $5.36M
|
486K
$22.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
79K+ 46.64% |
$3.2M - $3.59M
|
248K
$11.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
78.4K+ 205.68% |
$3.17M - $3.57M
|
116K
$5.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
54.4K+ 99.18% |
$2.2M - $2.48M
|
109K
$5.05M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
41.5K+ 34.71% |
$1.68M - $1.89M
|
161K
$7.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
40.2KNew |
$1.62M - $1.83M
|
40.2K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
38.5K+ 26.51% |
$1.56M - $1.75M
|
184K
$8.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
38.4KNew |
$1.55M - $1.75M
|
38.4K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
38.4KNew |
$1.55M - $1.75M
|
38.4K
$1.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
37.2K+ 14.39% |
$1.5M - $1.69M
|
296K
$13.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
36.4K+ 160.17% |
$1.47M - $1.66M
|
59.2K
$2.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
35.1K+ 57.27% |
$1.42M - $1.59M
|
96.3K
$4.45M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
30.6K+ 43.14% |
$1.24M - $1.39M
|
101K
$4.69M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
29.9K+ 89.42% |
$1.21M - $1.36M
|
63.4K
$2.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
BUY
|
- |
27K+ 4.78% |
$1.09M - $1.23M
|
591K
$27.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
26.4K+ 48.25% |
$1.07M - $1.2M
|
81.2K
$3.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
24.9K+ 15.37% |
$1.01M - $1.13M
|
187K
$8.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
24.8KNew |
$1M - $1.13M
|
24.8K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
24.6K+ 54.38% |
$993K - $1.12M
|
69.7K
$3.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
22.7K+ 17.94% |
$917K - $1.03M
|
149K
$6.89M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
21.7K+ 38.09% |
$878K - $988K
|
78.7K
$3.64M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
19.4K+ 8.46% |
$784K - $881K
|
248K
$11.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
19.4K+ 1.75% |
$783K - $881K
|
1.12M
$51.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
17.8KNew |
$720K - $810K
|
17.8K
$823K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
16K+ 4144.44% |
$649K - $730K
|
16.4K
$760K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
15.5KNew |
$626K - $704K
|
15.5K
$716K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
15.5K+ 18.26% |
$626K - $704K
|
100K
$4.63M
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
15.1K+ 6.67% |
$611K - $687K
|
241K
$11.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
14.4KNew |
$581K - $654K
|
14.4K
$664K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
13KNew |
$525K - $590K
|
13K
$600K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
12.9K+ 26.53% |
$520K - $585K
|
61.4K
$2.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
12.7KNew |
$513K - $576K
|
12.7K
$586K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
12.4KNew |
$501K - $563K
|
12.4K
$572K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.1K+ 1.88% |
$491K - $552K
|
658K
$30.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12K+ 66.27% |
$484K - $544K
|
30K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
11.4KNew |
$461K - $519K
|
11.4K
$527K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.2KNew |
$454K - $510K
|
11.2K
$518K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
11.1K+ 33.35% |
$450K - $506K
|
44.5K
$2.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
10.5K+ 78.18% |
$426K - $480K
|
24K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
9.9KNew |
$400K - $450K
|
9.9K
$458K
|