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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3+ 0.01% |
$108 - $122
|
32.7K
$1.45M
|
|
| Q3 2023 | |||||||
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
BUY
|
- |
30.8KNew |
$1.15M - $1.27M
|
30.8K
$1.37M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
18.9K+ 3578.45% |
$708K - $778K
|
19.5K
$865K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
13.7KNew |
$512K - $563K
|
13.7K
$609K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
7.37KNew |
$276K - $303K
|
7.37K
$328K
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
7.28K+ 5.57% |
$272K - $299K
|
138K
$6.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
5.79KNew |
$216K - $238K
|
5.79K
$257K
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
5.47KNew |
$205K - $225K
|
5.47K
$243K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.91K+ 7.35% |
$146K - $161K
|
57.2K
$2.54M
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
2.14K+ 22.95% |
$80K - $88K
|
11.5K
$510K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.38K+ 22.22% |
$51.6K - $56.7K
|
7.58K
$337K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
924+ 2.41% |
$34.5K - $38K
|
39.2K
$1.74M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
906New |
$33.9K - $37.2K
|
906
$40.3K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
661New |
$24.7K - $27.2K
|
661
$29.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
509New |
$19K - $20.9K
|
509
$22.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
434New |
$16.2K - $17.8K
|
434
$19.3K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
377New |
$14.1K - $15.5K
|
377
$16.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
271New |
$10.1K - $11.1K
|
271
$12K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
260New |
$9.72K - $10.7K
|
260
$11.6K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
146New |
$5.46K - $6K
|
146
$6.49K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
125New |
$4.67K - $5.14K
|
125
$5.56K
|
|
|
Oct 30, 2023
Q3 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
108+ 1.8% |
$4.04K - $4.44K
|
6.1K
$271K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
105New |
$3.93K - $4.32K
|
105
$4.67K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
49+ 0.49% |
$1.83K - $2.01K
|
10.1K
$450K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$37.4 - $41.1
|
1
$44.5
|
|
| Q2 2023 | |||||||
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
263K+ 107.54% |
$10.2M - $10.7M
|
507K
$22.6M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
185KNew |
$7.15M - $7.53M
|
185K
$8.22M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
92KNew |
$3.56M - $3.75M
|
92K
$4.09M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
86.1KNew |
$3.33M - $3.51M
|
86.1K
$3.83M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
7.98KNew |
$309K - $325K
|
7.98K
$355K
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
BUY
|
- |
6.21KNew |
$240K - $253K
|
6.21K
$276K
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5.62KNew |
$217K - $229K
|
5.62K
$250K
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
4.95K+ 5.9% |
$191K - $202K
|
88.8K
$3.95M
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
4.32KNew |
$167K - $176K
|
4.32K
$192K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.46KNew |
$56.4K - $59.5K
|
1.46K
$64.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1.32KNew |
$51.1K - $53.8K
|
1.32K
$58.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
975New |
$37.7K - $39.7K
|
975
$43.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
938New |
$36.3K - $38.2K
|
938
$41.7K
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
622+ 4.66% |
$24K - $25.3K
|
14K
$622K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
280New |
$10.8K - $11.4K
|
280
$12.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
225New |
$8.7K - $9.16K
|
225
$10K
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
191New |
$7.38K - $7.78K
|
191
$8.49K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
145New |
$5.61K - $5.9K
|
145
$6.45K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
90+ 0.66% |
$3.48K - $3.66K
|
13.6K
$606K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
72+ 72.0% |
$2.78K - $2.93K
|
172
$7.65K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
66New |
$2.55K - $2.69K
|
66
$2.93K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 0.76% |
$77.3 - $81.4
|
266
$11.8K
|
|
| Q1 2023 | |||||||
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
346KNew |
$13.3M - $14.3M
|
346K
$15.4M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
103KNew |
$3.97M - $4.27M
|
103K
$4.59M
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
15KNew |
$577K - $621K
|
15K
$667K
|
|