Latest Institutional Purchases of First Tr Value Line Divid Inde (FVD)

FVD Quotes by TradingView

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, 2024 Q2 2024
D. E. Shaw & Co., Inc.

New York, NY
BUY
 -
7.35K
+ 27.63%
$294K - $312K
34K $1.54M
Aug 09, 2024 Q2 2024
Avantax Planning Partners, Inc.

BUY
 -
6.19K
New
$247K - $263K
6.19K $280K
Jul 12, 2024 Q2 2024
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
5.48K
New
$219K - $233K
5.48K $248K
Aug 09, 2024 Q2 2024
Great Lakes Retirement, Inc.

Sandusky, OH
BUY
 -
3.5K
New
$140K - $149K
3.5K $159K
Jul 16, 2024 Q2 2024
Mainsail Financial Group, LLC

Bellevue, WA
BUY
 -
1.97K
+ 34.69%
$78.6K - $83.5K
7.65K $346K
Jul 09, 2024 Q2 2024
Lynx Investment Advisory

Washington, Dc, DC
BUY
 -
1.01K
New
$40.2K - $42.7K
1.01K $45.6K
Jul 31, 2024 Q2 2024
Castleview Partners, LLC

Dallas, TX
BUY
 -
793
New
$31.7K - $33.6K
793 $35.9K
Jul 30, 2024 Q2 2024
Goal Vest Advisory LLC

BUY
 -
600
New
$24K - $25.5K
600 $27.2K
Aug 29, 2024 Q2 2024
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
531
New
$21.2K - $22.5K
531 $24K
Aug 12, 2024 Q2 2024
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
448
+ 4.05%
$17.9K - $19K
11.5K $521K
Aug 13, 2024 Q2 2024
Mc Ilrath & Eck, LLC

BUY
 -
280
New
$11.2K - $11.9K
280 $12.7K
Jul 23, 2024 Q2 2024
Spotlight Asset Group, Inc.

Oakbrook Terrace, IL
BUY
 -
125
New
$4.99K - $5.3K
125 $5.66K
Aug 13, 2024 Q2 2024
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
95
New
$3.79K - $4.03K
95 $4.3K
Jul 18, 2024 Q2 2024
Gradient Investments LLC

BUY
 -
48
New
$1.92K - $2.04K
48 $2.17K
Jul 31, 2024 Q2 2024
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
37
+ 4.93%
$1.48K - $1.57K
787 $35.6K
Jul 24, 2024 Q2 2024
Dt Investment Partners, LLC

BUY
 -
22
New
$879 - $933
22 $996
Aug 08, 2024 Q2 2024
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
4
+ 0.79%
$160 - $170
511 $23.1K
Q1 2024
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
551K
+ 69.71%
$22M - $23.3M
1.34M $60.8M
May 15, 2024 Q1 2024
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
42.8K
+ 43.44%
$1.71M - $1.81M
141K $6.4M
May 10, 2024 Q1 2024
Y Intercept (Hong Kong) LTD

BUY
 -
28.3K
New
$1.13M - $1.19M
28.3K $1.28M
Jun 28, 2024 Q1 2024
Bright Futures Wealth Management, Llc.

Webster, Ny 14580, NY
BUY
 -
14K
New
$558K - $590K
14K $633K
May 14, 2024 Q1 2024
Rmb Capital Management, LLC

BUY
 -
7.04K
New
$281K - $297K
7.04K $319K
Apr 15, 2024 Q1 2024
Atlas Private Wealth Management

BUY
 -
6.08K
+ 15.19%
$243K - $257K
46.1K $2.09M
May 15, 2024 Q1 2024
Prosperity Wealth Management, Inc.

San Ramon, CA
BUY
 -
6.05K
New
$242K - $256K
6.05K $274K
May 02, 2024 Q1 2024
Diversified, LLC

BUY
 -
5.16K
New
$206K - $218K
5.16K $234K
May 14, 2024 Q1 2024
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
5.02K
New
$201K - $212K
5.02K $227K
May 10, 2024 Q1 2024
Mmbg Investment Advisors Co.

BUY
 -
4.91K
New
$196K - $207K
4.91K $222K
Apr 24, 2024 Q1 2024
Gds Wealth Management

BUY
 -
3.86K
+ 0.81%
$154K - $163K
482K $21.8M
May 14, 2024 Q1 2024
Ruggaard & Associates LLC

Twinsburg, OH
BUY
 -
2.91K
+ 14.99%
$116K - $123K
22.3K $1.01M
May 08, 2024 Q1 2024
Hills Bank & Trust CO

BUY
 -
2.5K
New
$99.9K - $106K
2.5K $113K
Apr 23, 2024 Q1 2024
Bfsg, LLC

BUY
 -
1.92K
New
$76.8K - $81.2K
1.92K $87.1K
Apr 26, 2024 Q1 2024
Horizon Financial Services, LLC

BUY
 -
1.46K
New
$58.3K - $61.7K
1.46K $66.1K
Apr 16, 2024 Q1 2024
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
1.11K
New
$44.5K - $47K
1.11K $50.4K
Apr 22, 2024 Q1 2024
Accordant Advisory Group Inc

Annapolis, MD
BUY
 -
1.02K
New
$40.6K - $42.9K
1.02K $46K
Apr 17, 2024 Q1 2024
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
778
+ 0.66%
$31.1K - $32.9K
118K $5.36M
May 14, 2024 Q1 2024
Lri Investments, LLC

Palm Beach Gardens, FL
BUY
 -
514
New
$20.5K - $21.7K
514 $23.3K
May 07, 2024 Q1 2024
Wmg Financial Advisors, LLC

BUY
 -
387
+ 6.78%
$15.5K - $16.3K
6.1K $276K
May 07, 2024 Q1 2024
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 CALL
200
+ 4.0%
$7.99K - $8.45K
5.2K $236K
Apr 01, 2024 Q1 2024
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
70
New
$2.8K - $2.96K
70 $3.17K
May 13, 2024 Q1 2024
Fwl Investment Management, LLC

BUY
 -
0
New
$0 - $0
0 $0
Q4 2023
Feb 12, 2024 Q4 2023
Focus Financial Network Inc /Adv

Minneapolis, MN
BUY
 -
34.9K
New
$1.26M - $1.42M
34.9K $1.58M
Jan 22, 2024 Q4 2023
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
17.9K
New
$646K - $727K
17.9K $811K
Feb 07, 2024 Q4 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
13.3K
New
$481K - $542K
13.3K $604K
Apr 22, 2024 Q4 2023
Mgb Wealth Management, LLC

Addison, TX
BUY
 -
9.18K
New
$331K - $373K
9.18K $416K
Jan 18, 2024 Q4 2023
Evanson Asset Management, LLC

BUY
 -
7.17K
New
$259K - $291K
7.17K $325K
Jan 19, 2024 Q4 2023
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
6.31K
New
$228K - $256K
6.31K $286K
Jan 30, 2024 Q4 2023
Sfi Advisors, LLC

Montclair, NJ
BUY
 -
6.11K
New
$220K - $248K
6.11K $277K
Feb 07, 2024 Q4 2023
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
5.38K
New
$194K - $218K
5.38K $243K
Jan 08, 2024 Q4 2023
Bartlett & Co. LLC

BUY
 -
3.5K
New
$126K - $142K
3.5K $159K

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