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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
178New |
$7.73K - $8.31K
|
178
$8.06K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
150New |
$6.51K - $7.01K
|
150
$6.79K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
144+ 2.27% |
$6.25K - $6.72K
|
6.48K
$293K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
140New |
$6.08K - $6.54K
|
140
$6.34K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
125New |
$5.43K - $5.84K
|
125
$5.66K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
122New |
$5.29K - $5.7K
|
122
$5.53K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
113New |
$4.9K - $5.28K
|
113
$5.12K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
27+ 0.56% |
$1.17K - $1.26K
|
4.84K
$219K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
19+ 0.32% |
$825 - $887
|
5.93K
$269K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
9+ 0.64% |
$391 - $420
|
1.42K
$64.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
7+ 0.67% |
$304 - $327
|
1.05K
$47.6K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
3New |
$130 - $140
|
3
$136
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
38.4KNew |
$1.55M - $1.75M
|
38.4K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
16K+ 4144.44% |
$649K - $730K
|
16.4K
$744K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
13KNew |
$525K - $590K
|
13K
$587K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
12.7KNew |
$513K - $576K
|
12.7K
$574K
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
9.9KNew |
$400K - $450K
|
9.9K
$448K
|
|
|
Nov 14, 2024
Q3 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
9.38KNew |
$380K - $427K
|
9.38K
$425K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
9.23KNew |
$373K - $420K
|
9.23K
$418K
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
9.1KNew |
$368K - $414K
|
9.1K
$412K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
8.66KNew |
$350K - $394K
|
8.66K
$392K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
7.5K+ 86.08% |
$303K - $341K
|
16.2K
$734K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
7.24KNew |
$293K - $329K
|
7.24K
$328K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
6.72KNew |
$272K - $305K
|
6.72K
$304K
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
5.2KNew |
$210K - $236K
|
5.2K
$235K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
5K+ 37.49% |
$202K - $227K
|
18.3K
$831K
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
4.78KNew |
$193K - $217K
|
4.78K
$216K
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
4.69KNew |
$190K - $213K
|
4.69K
$212K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.67KNew |
$189K - $212K
|
4.67K
$212K
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
4.65KNew |
$188K - $212K
|
4.65K
$211K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.77KNew |
$112K - $126K
|
2.77K
$125K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2.19K+ 44.52% |
$88.5K - $99.5K
|
7.1K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
1.86K+ 10.06% |
$75.1K - $84.5K
|
20.3K
$920K
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
1.39K+ 11.54% |
$56K - $63K
|
13.4K
$606K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.01KNew |
$40.9K - $45.9K
|
1.01K
$45.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
951New |
$38.5K - $43.3K
|
951
$43.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
849New |
$34.3K - $38.6K
|
849
$38.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
523New |
$21.2K - $23.8K
|
523
$23.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
510New |
$20.6K - $23.2K
|
510
$23.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
461New |
$18.6K - $21K
|
461
$20.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
355New |
$14.4K - $16.1K
|
355
$16.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
285+ 4.42% |
$11.5K - $13K
|
6.74K
$305K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
178+ 14.35% |
$7.2K - $8.1K
|
1.42K
$64.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
158New |
$6.39K - $7.19K
|
158
$7.16K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
94New |
$3.8K - $4.28K
|
94
$4.26K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
16New |
$647 - $728
|
16
$725
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.6% |
$40.5 - $45.5
|
169
$7.65K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
9.8KNew |
$391K - $416K
|
9.8K
$444K
|
|