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 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
28.6KNew |
$1.06M - $1.23M
|
28.6K
$1.32M
|
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
6KNew |
$223K - $258K
|
6K
$277K
|
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.19KNew |
$193K - $223K
|
5.19K
$240K
|
|
|
Aug 10, 2022
Q2 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
2.62K+ 8.67% |
$97.7K - $113K
|
32.9K
$1.52M
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
938+ 3.59% |
$34.9K - $40.4K
|
27.1K
$1.25M
|
|
|
Jul 25, 2022
Q2 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
782+ 4.1% |
$29.1K - $33.6K
|
19.8K
$918K
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
658New |
$24.5K - $28.3K
|
658
$30.4K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
250New |
$9.31K - $10.8K
|
250
$11.6K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
250New |
$9.31K - $10.8K
|
250
$11.6K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
24K+ 11502.87% |
$960K - $1.04M
|
24.3K
$1.12M
|
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
10.4KNew |
$416K - $449K
|
10.4K
$481K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
5KNew |
$200K - $215K
|
5K
$231K
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.71KNew |
$68.1K - $73.5K
|
1.71K
$78.8K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
1.17KNew |
$46.7K - $50.4K
|
1.17K
$54.1K
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
300New |
$12K - $12.9K
|
300
$13.9K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
275New |
$11K - $11.8K
|
275
$12.7K
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
93New |
$3.72K - $4.01K
|
93
$4.3K
|
|
|
Apr 27, 2022
Q1 2022
|
Eukles Asset Management
|
BUY
|
- |
61New |
$2.44K - $2.63K
|
61
$2.82K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.76KNew |
$69.3K - $75.5K
|
1.76K
$81.2K
|
|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
718New |
$28.3K - $30.9K
|
718
$33.2K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
150New |
$5.92K - $6.46K
|
150
$6.94K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
450New |
$17.6K - $18.8K
|
450
$20.8K
|
|
| Q2 2021 | |||||||
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
3.06K+ 18.65% |
$117K - $125K
|
19.5K
$900K
|
|
| Q1 2021 | |||||||
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
17.5KNew |
$605K - $671K
|
17.5K
$809K
|
|
|
May 12, 2021
Q1 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
156New |
$5.39K - $5.98K
|
156
$7.21K
|
|
|
Jul 13, 2021
Q1 2021
|
Pflug Koory, LLC
|
BUY
|
- |
13New |
$449 - $498
|
13
$601
|
|
| Q4 2020 | |||||||
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
10.1KNew |
$318K - $358K
|
10.1K
$469K
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
1KNew |
$31.3K - $35.3K
|
1K
$46.2K
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
717New |
$22.5K - $25.3K
|
717
$33.2K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
18.4KNew |
$550K - $605K
|
18.4K
$851K
|
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
10.4KNew |
$311K - $343K
|
10.4K
$482K
|
|
|
Nov 13, 2020
Q3 2020
|
Aspire Private Capital, LLC
|
BUY
|
- |
222New |
$6.63K - $7.3K
|
222
$10.3K
|
|
| Q2 2020 | |||||||
|
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
152KNew |
$3.99M - $5.04M
|
152K
$7.02M
|
|
| Q3 2019 | |||||||
|
Oct 29, 2019
Q3 2019
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
338New |
$11.1K - $11.8K
|
338
$15.6K
|
|
| Q4 2018 | |||||||
|
Feb 13, 2019
Q4 2018
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
425New |
$11.8K - $13.5K
|
425
$19.7K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
663KNew |
$20.1M - $21.3M
|
663K
$30.7M
|
|
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
120KNew |
$3.62M - $3.85M
|
120K
$5.54M
|
|
|
Oct 10, 2018
Q3 2018
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
4.43KNew |
$134K - $143K
|
4.43K
$205K
|
|
| Q4 2017 | |||||||
|
Jan 17, 2018
Q4 2017
|
City Holding CO
|
BUY
|
- |
700New |
$20.9K - $21.8K
|
700
$32.4K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$29.7 - $29.8
|
1
$46.2
|
|