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 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.44K+ 10.01% |
$99K - $110K
|
26.8K
$1.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.33K+ 23.69% |
$94.4K - $105K
|
12.1K
$561K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.22K+ 1.41% |
$90.1K - $100K
|
159K
$7.36M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
2.16K+ 112.27% |
$87.7K - $97.4K
|
4.08K
$189K
|
|
|
Aug 11, 2025
Q2 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
2.14K+ 15.84% |
$86.8K - $96.4K
|
15.6K
$722K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.93K+ 34.06% |
$78.4K - $87.1K
|
7.6K
$351K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.85K+ 30.45% |
$75.1K - $83.4K
|
7.92K
$366K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.77K+ 19.77% |
$71.7K - $79.7K
|
10.7K
$494K
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
1.62K+ 14.85% |
$65.9K - $73.2K
|
12.6K
$580K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.5K+ 59.16% |
$60.7K - $67.5K
|
4.02K
$186K
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.4K+ 7.49% |
$56.9K - $63.2K
|
20.1K
$928K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.39K+ 13.22% |
$56.3K - $62.5K
|
11.9K
$548K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.33KNew |
$54.1K - $60.1K
|
1.33K
$61.5K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.25K+ 40.34% |
$50.7K - $56.3K
|
4.34K
$200K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.09KNew |
$44.2K - $49.1K
|
1.09K
$50.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.08K+ 23.85% |
$43.8K - $48.7K
|
5.6K
$259K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.06K+ 0.77% |
$43K - $47.8K
|
138K
$6.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
1.02KNew |
$41.3K - $45.8K
|
1.02K
$46.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
986+ 14.01% |
$40.1K - $44.5K
|
8.03K
$371K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
959+ 2.47% |
$39K - $43.3K
|
39.7K
$1.84M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
941+ 0.3% |
$38.2K - $42.5K
|
319K
$14.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
886+ 5.23% |
$36K - $40K
|
17.8K
$823K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
870+ 100.58% |
$35.3K - $39.3K
|
1.74K
$80.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
854+ 2.9% |
$34.7K - $38.5K
|
30.3K
$1.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
829+ 2.98% |
$33.7K - $37.4K
|
28.7K
$1.33M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
827New |
$33.6K - $37.3K
|
827
$38.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
825+ 7.72% |
$33.5K - $37.2K
|
11.5K
$532K
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
799+ 4.79% |
$32.5K - $36.1K
|
17.5K
$807K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
769+ 5.6% |
$31.2K - $34.7K
|
14.5K
$670K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
708+ 1.66% |
$28.8K - $31.9K
|
43.4K
$2M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
692New |
$28.1K - $31.2K
|
692
$32K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
692+ 19.86% |
$28.1K - $31.2K
|
4.18K
$193K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
569+ 6.66% |
$23.1K - $25.7K
|
9.11K
$421K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
544+ 1.49% |
$22.1K - $24.5K
|
37K
$1.71M
|
|
|
Jul 31, 2025
Q2 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
524+ 4.18% |
$21.3K - $23.6K
|
13K
$603K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
522New |
$21.2K - $23.6K
|
522
$24.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
515New |
$20.9K - $23.2K
|
515
$23.8K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
505+ 1.21% |
$20.5K - $22.8K
|
42.2K
$1.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
465+ 5.8% |
$18.9K - $21K
|
8.48K
$392K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
450New |
$18.3K - $20.3K
|
450
$20.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Treasure Coast Financial Planning
|
BUY
|
- |
433+ 0.4% |
$17.6K - $19.5K
|
108K
$5M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
391+ 2.55% |
$15.9K - $17.6K
|
15.7K
$726K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
380+ 22.11% |
$15.4K - $17.1K
|
2.1K
$97K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
335New |
$13.6K - $15.1K
|
335
$15.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
322+ 0.23% |
$13.1K - $14.5K
|
139K
$6.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
321+ 1.16% |
$13K - $14.5K
|
28K
$1.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
310+ 0.49% |
$12.6K - $14K
|
63.9K
$2.95M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
300New |
$12.2K - $13.5K
|
300
$13.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
296+ 0.9% |
$12K - $13.4K
|
33.3K
$1.54M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
291+ 4.47% |
$11.8K - $13.1K
|
6.81K
$314K
|