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 |
|---|---|---|---|---|---|---|---|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
234New |
$9.97K - $10.6K
|
234
$10.8K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
166New |
$7.07K - $7.55K
|
166
$7.67K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
135+ 250.0% |
$5.75K - $6.14K
|
189
$8.73K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
110+ 1.52% |
$4.69K - $5.01K
|
7.36K
$340K
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
95New |
$4.05K - $4.32K
|
95
$4.39K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
91+ 0.98% |
$3.88K - $4.14K
|
9.34K
$431K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
64+ 148.84% |
$2.73K - $2.91K
|
107
$4.94K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
25+ 0.15% |
$1.07K - $1.14K
|
16.9K
$780K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
7+ 0.15% |
$298 - $319
|
4.64K
$214K
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
2+ 0.04% |
$85.2 - $91
|
4.94K
$228K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
46.1KNew |
$2M - $2.15M
|
46.1K
$2.13M
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
6.19KNew |
$269K - $289K
|
6.19K
$286K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
5.69K+ 19.62% |
$247K - $266K
|
34.7K
$1.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.56KNew |
$241K - $259K
|
5.56K
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
5.29KNew |
$230K - $247K
|
5.29K
$244K
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
4.89KNew |
$212K - $228K
|
4.89K
$226K
|
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
4.88KNew |
$212K - $228K
|
4.88K
$225K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.86KNew |
$211K - $227K
|
4.86K
$224K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
4.83KNew |
$209K - $225K
|
4.83K
$223K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.87K+ 5.17% |
$168K - $181K
|
78.8K
$3.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3.49KNew |
$151K - $163K
|
3.49K
$161K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.43KNew |
$149K - $160K
|
3.43K
$158K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
3.22K+ 2.98% |
$140K - $151K
|
111K
$5.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.72KNew |
$118K - $127K
|
2.72K
$126K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.54K+ 115.86% |
$110K - $119K
|
4.74K
$219K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.2K+ 30.52% |
$95.5K - $103K
|
9.41K
$435K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
2.1K+ 209.5% |
$90.9K - $97.8K
|
3.1K
$143K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
2.06KNew |
$89.5K - $96.3K
|
2.06K
$95.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2KNew |
$86.8K - $93.4K
|
2K
$92.4K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
1.97KNew |
$85.5K - $92K
|
1.97K
$91K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.6K+ 28.19% |
$69.2K - $74.5K
|
7.25K
$335K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.15KNew |
$49.9K - $53.7K
|
1.15K
$53.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.13K+ 0.71% |
$49K - $52.8K
|
160K
$7.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.05KNew |
$45.4K - $48.8K
|
1.05K
$48.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
806New |
$35K - $37.6K
|
806
$37.2K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
707New |
$30.7K - $33K
|
707
$32.7K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
689New |
$29.9K - $32.2K
|
689
$31.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
647New |
$28.1K - $30.2K
|
647
$29.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
563New |
$24.4K - $26.3K
|
563
$26K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
380New |
$16.5K - $17.7K
|
380
$17.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
336New |
$14.6K - $15.7K
|
336
$15.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
251New |
$10.9K - $11.7K
|
251
$11.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
210+ 1.43% |
$9.11K - $9.81K
|
14.9K
$686K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
200New |
$8.68K - $9.34K
|
200
$9.24K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
184New |
$7.99K - $8.59K
|
184
$8.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
178New |
$7.73K - $8.31K
|
178
$8.22K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
150New |
$6.51K - $7.01K
|
150
$6.93K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
144+ 2.27% |
$6.25K - $6.72K
|
6.48K
$299K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
140New |
$6.08K - $6.54K
|
140
$6.47K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
125New |
$5.43K - $5.84K
|
125
$5.78K
|
|