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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
600New |
$24K - $25.5K
|
600
$27.7K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
531New |
$21.2K - $22.5K
|
531
$24.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
448+ 4.05% |
$17.9K - $19K
|
11.5K
$532K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
435New |
$17.4K - $18.5K
|
435
$20.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
280New |
$11.2K - $11.9K
|
280
$12.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
125New |
$4.99K - $5.3K
|
125
$5.78K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
95New |
$3.79K - $4.03K
|
95
$4.39K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
48New |
$1.92K - $2.04K
|
48
$2.22K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
37+ 4.93% |
$1.48K - $1.57K
|
787
$36.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
22New |
$879 - $933
|
22
$1.02K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
551K+ 69.71% |
$22M - $23.3M
|
1.34M
$62M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
42.8K+ 43.44% |
$1.71M - $1.81M
|
141K
$6.53M
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
14KNew |
$558K - $590K
|
14K
$646K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
6.08K+ 15.19% |
$243K - $257K
|
46.1K
$2.13M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
6.05KNew |
$242K - $256K
|
6.05K
$280K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
5.16KNew |
$206K - $218K
|
5.16K
$238K
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
5.02KNew |
$201K - $212K
|
5.02K
$232K
|
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
4.91KNew |
$196K - $207K
|
4.91K
$227K
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
BUY
|
- |
3.86K+ 0.81% |
$154K - $163K
|
482K
$22.3M
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
2.91K+ 14.99% |
$116K - $123K
|
22.3K
$1.03M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
2.5KNew |
$99.9K - $106K
|
2.5K
$116K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.46KNew |
$58.3K - $61.7K
|
1.46K
$67.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.11KNew |
$44.5K - $47K
|
1.11K
$51.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
1.02KNew |
$40.6K - $42.9K
|
1.02K
$46.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
778+ 0.66% |
$31.1K - $32.9K
|
118K
$5.47M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
514New |
$20.5K - $21.7K
|
514
$23.7K
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
387+ 6.78% |
$15.5K - $16.3K
|
6.1K
$282K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
200+ 4.0% |
$7.99K - $8.45K
|
5.2K
$240K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
70New |
$2.8K - $2.96K
|
70
$3.23K
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
34.9KNew |
$1.26M - $1.42M
|
34.9K
$1.61M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
17.9KNew |
$646K - $727K
|
17.9K
$827K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
13.3KNew |
$481K - $542K
|
13.3K
$616K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
7.17KNew |
$259K - $291K
|
7.17K
$331K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
6.31KNew |
$228K - $256K
|
6.31K
$291K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
6.11KNew |
$220K - $248K
|
6.11K
$282K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
5.38KNew |
$194K - $218K
|
5.38K
$248K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
3.5KNew |
$126K - $142K
|
3.5K
$162K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3.2KNew |
$115K - $130K
|
3.2K
$148K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.8K+ 26.02% |
$64.8K - $73K
|
8.7K
$402K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
746New |
$26.9K - $30.3K
|
746
$34.5K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
625New |
$22.6K - $25.4K
|
625
$28.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
503+ 0.67% |
$18.2K - $20.4K
|
75.4K
$3.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
480+ 0.55% |
$17.3K - $19.5K
|
87.9K
$4.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
300New |
$10.8K - $12.2K
|
300
$13.9K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
262New |
$9.46K - $10.6K
|
262
$12.1K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
231New |
$8.34K - $9.39K
|
231
$10.7K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
158+ 0.86% |
$5.7K - $6.42K
|
18.5K
$856K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
100+ 0.77% |
$3.61K - $4.06K
|
13.1K
$607K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
64New |
$2.31K - $2.6K
|
64
$2.96K
|
|