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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
225New |
$8.7K - $9.16K
|
225
$10.2K
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
191New |
$7.38K - $7.78K
|
191
$8.65K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
145New |
$5.61K - $5.9K
|
145
$6.57K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
90+ 0.66% |
$3.48K - $3.66K
|
13.6K
$617K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
72+ 72.0% |
$2.78K - $2.93K
|
172
$7.79K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
66New |
$2.55K - $2.69K
|
66
$2.99K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 0.76% |
$77.3 - $81.4
|
266
$12K
|
|
| Q1 2023 | |||||||
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
346KNew |
$13.3M - $14.3M
|
346K
$15.7M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
103KNew |
$3.97M - $4.27M
|
103K
$4.67M
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
15KNew |
$577K - $621K
|
15K
$680K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.45KNew |
$248K - $267K
|
6.45K
$292K
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
6.03KNew |
$232K - $250K
|
6.03K
$273K
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
5.15KNew |
$198K - $213K
|
5.15K
$233K
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
5.01KNew |
$192K - $207K
|
5.01K
$227K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2.57KNew |
$98.6K - $106K
|
2.57K
$116K
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
1.09KNew |
$42K - $45.2K
|
1.09K
$49.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
754New |
$29K - $31.2K
|
754
$34.1K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
304New |
$11.7K - $12.6K
|
304
$13.8K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
215New |
$8.26K - $8.89K
|
215
$9.74K
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
107New |
$4.11K - $4.43K
|
107
$4.85K
|
|
| Q4 2022 | |||||||
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
217KNew |
$7.72M - $8.98M
|
217K
$9.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
32.5K+ 16.16% |
$1.16M - $1.35M
|
234K
$10.6M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
5.66KNew |
$201K - $234K
|
5.66K
$256K
|
|
|
Jan 17, 2023
Q4 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
5.16KNew |
$184K - $214K
|
5.16K
$234K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.53KNew |
$89.9K - $105K
|
2.53K
$114K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.4KNew |
$85.5K - $99.5K
|
2.4K
$109K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.89KNew |
$67.3K - $78.3K
|
1.89K
$85.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.67K+ 24.65% |
$59.3K - $69.1K
|
8.43K
$382K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.09KNew |
$38.9K - $45.3K
|
1.09K
$49.5K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
950New |
$33.8K - $39.4K
|
950
$43K
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
904New |
$32.2K - $37.5K
|
904
$40.9K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
888New |
$31.6K - $36.8K
|
888
$40.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
795New |
$28.3K - $33K
|
795
$36K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
720+ 36.51% |
$25.6K - $29.9K
|
2.69K
$122K
|
|
|
Feb 14, 2023
Q4 2022
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
452New |
$16.1K - $18.7K
|
452
$20.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
343New |
$12.2K - $14.2K
|
343
$15.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
139+ 0.59% |
$4.95K - $5.76K
|
23.6K
$1.07M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
135New |
$4.81K - $5.6K
|
135
$6.11K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
48New |
$1.71K - $1.99K
|
48
$2.17K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
25New |
$890 - $1.04K
|
25
$1.13K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
2+ 0.19% |
$71.2 - $82.9
|
1.08K
$49K
|
|
| Q3 2022 | |||||||
|
May 20, 2025
Q3 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
280K+ 42797.86% |
$10M - $11.8M
|
281K
$12.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
146K+ 23.35% |
$5.22M - $6.16M
|
770K
$34.9M
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
7.21KNew |
$258K - $305K
|
7.21K
$327K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
2.53K+ 80.81% |
$90.6K - $107K
|
5.66K
$256K
|
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
BUY
|
- |
2.53K+ 2.82% |
$90.4K - $107K
|
92.2K
$4.17M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.03KNew |
$72.7K - $85.8K
|
2.03K
$92K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.36KNew |
$48.7K - $57.5K
|
1.36K
$61.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
1K+ 17.05% |
$35.8K - $42.2K
|
6.87K
$311K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
560New |
$20K - $23.6K
|
560
$25.4K
|
|