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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
758K+ 15.72% |
$30.8M - $34.2M
|
5.58M
$258M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
269KNew |
$10.9M - $12.1M
|
269K
$12.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
235K+ 6.22% |
$9.53M - $10.6M
|
4.01M
$185M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
225K+ 14.11% |
$9.16M - $10.2M
|
1.82M
$84.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
215K+ 102.59% |
$8.72M - $9.68M
|
424K
$19.6M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
168K+ 7.03% |
$6.82M - $7.58M
|
2.56M
$118M
|
|
|
Aug 12, 2025
Q2 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
153K+ 76.16% |
$6.2M - $6.88M
|
353K
$16.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
138KNew |
$5.59M - $6.21M
|
138K
$6.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
137KNew |
$5.56M - $6.18M
|
137K
$6.33M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
131K+ 182.03% |
$5.32M - $5.91M
|
203K
$9.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
102K+ 31.3% |
$4.16M - $4.62M
|
429K
$19.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
96.7K+ 1146.59% |
$3.93M - $4.37M
|
105K
$4.86M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
94.9KNew |
$3.86M - $4.28M
|
94.9K
$4.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
93.1KNew |
$3.78M - $4.2M
|
93.1K
$4.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
82.7KNew |
$3.36M - $3.73M
|
82.7K
$3.82M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
77K+ 77.69% |
$3.13M - $3.48M
|
176K
$8.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
67.9KNew |
$2.76M - $3.07M
|
67.9K
$3.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
66.4K+ 155.66% |
$2.7M - $3M
|
109K
$5.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
58.7K+ 38.55% |
$2.38M - $2.65M
|
211K
$9.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
53.3K+ 102.8% |
$2.16M - $2.4M
|
105K
$4.86M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
52.4K+ 14.61% |
$2.13M - $2.36M
|
411K
$19M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
47.4K+ 45.28% |
$1.92M - $2.14M
|
152K
$7.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
41.3K+ 120.61% |
$1.68M - $1.86M
|
75.5K
$3.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
40.7K+ 50.19% |
$1.65M - $1.84M
|
122K
$5.63M
|
|
|
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 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
39.1K+ 13.18% |
$1.59M - $1.76M
|
336K
$15.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
38.7K+ 3.51% |
$1.57M - $1.75M
|
1.14M
$52.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.1K+ 0.19% |
$1.34M - $1.49M
|
17.7M
$817M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
32.4K+ 26.98% |
$1.32M - $1.46M
|
152K
$7.05M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
32.3K+ 1.77% |
$1.31M - $1.46M
|
1.86M
$85.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
27.6KNew |
$1.12M - $1.25M
|
27.6K
$1.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
27.2K+ 7.88% |
$1.1M - $1.23M
|
372K
$17.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
24.5K+ 5.13% |
$996K - $1.11M
|
503K
$23.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
24KNew |
$977K - $1.08M
|
24K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21.9K+ 4.78% |
$890K - $989K
|
481K
$22.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
20K+ 10.55% |
$812K - $902K
|
210K
$9.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.4K+ 76.03% |
$747K - $829K
|
42.6K
$1.97M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
17.4K+ 16.75% |
$706K - $784K
|
121K
$5.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
17.4K+ 3.78% |
$706K - $784K
|
478K
$22.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
17.3K+ 27.39% |
$701K - $778K
|
80.2K
$3.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
15.8KNew |
$640K - $711K
|
15.8K
$728K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
15.6K+ 3.37% |
$635K - $705K
|
479K
$22.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
15.3K+ 68.83% |
$621K - $690K
|
37.5K
$1.73M
|
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
BUY
|
- |
14.5K+ 6.29% |
$589K - $655K
|
245K
$11.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
13.8K+ 3.06% |
$560K - $622K
|
464K
$21.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.7K+ 13.32% |
$555K - $616K
|
116K
$5.37M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
13.2K+ 168.41% |
$536K - $595K
|
21K
$971K
|
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
12.8K+ 1.97% |
$518K - $575K
|
660K
$30.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
11.5K+ 90.57% |
$467K - $519K
|
24.2K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.2K+ 45.62% |
$457K - $507K
|
35.9K
$1.66M
|