Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.98M- 10.97% |
$119M - $126M
|
24.2M
$984M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.1M- 26.18% |
$83.7M - $88.5M
|
5.91M
$241M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.7M- 17.97% |
$68M - $71.8M
|
7.77M
$316M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.35M- 6.32% |
$53.8M - $56.9M
|
20M
$814M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.06M- 31.31% |
$42.3M - $44.7M
|
2.32M
$94.5M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-850K- 14.55% |
$33.9M - $35.9M
|
4.99M
$203M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-837K- 12.97% |
$33.4M - $35.3M
|
5.62M
$229M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-686K- 13.96% |
$27.4M - $29M
|
4.23M
$172M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-661K- 8.06% |
$26.4M - $27.9M
|
7.54M
$307M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-541K- 22.75% |
$21.6M - $22.8M
|
1.84M
$74.7M
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-534K- 91.22% |
$21.3M - $22.6M
|
51.4K
$2.09M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-434K- 8.83% |
$17.3M - $18.3M
|
4.48M
$182M
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-389K- 26.84% |
$15.5M - $16.4M
|
1.06M
$43.2M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-358K- 32.09% |
$14.3M - $15.1M
|
758K
$30.9M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-299K- 8.25% |
$11.9M - $12.6M
|
3.32M
$135M
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-284K- 49.96% |
$11.3M - $12M
|
285K
$11.6M
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-272K- 61.65% |
$10.9M - $11.5M
|
169K
$6.9M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-262K- 67.08% |
$10.5M - $11.1M
|
129K
$5.24M
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-222K- 79.65% |
$8.86M - $9.37M
|
56.7K
$2.31M
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-202K- 67.16% |
$8.05M - $8.52M
|
98.6K
$4.01M
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-176K- 48.88% |
$7.04M - $7.44M
|
184K
$7.5M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-174K- 6.08% |
$6.96M - $7.36M
|
2.69M
$110M
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-174K- 36.79% |
$6.95M - $7.35M
|
299K
$12.2M
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-164K- 93.03% |
$6.56M - $6.94M
|
12.3K
$501K
|
|
May 09, 2024
Q1 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-158K- 74.06% |
$6.3M - $6.66M
|
55.2K
$2.25M
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-157K- 75.27% |
$6.26M - $6.62M
|
51.5K
$2.1M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-139K- 17.45% |
$5.54M - $5.86M
|
656K
$26.7M
|
|
May 10, 2024
Q1 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-131K- 92.76% |
$5.24M - $5.54M
|
10.2K
$416K
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-131K- 52.22% |
$5.23M - $5.53M
|
120K
$4.88M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-125K- 17.09% |
$5M - $5.29M
|
607K
$24.7M
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-111K- 5.33% |
$4.44M - $4.7M
|
1.97M
$80.3M
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-92.6K- 69.32% |
$3.7M - $3.91M
|
41K
$1.67M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-88.6K- 2.26% |
$3.54M - $3.74M
|
3.83M
$156M
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-86.2K- 31.85% |
$3.44M - $3.64M
|
185K
$7.51M
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-85.7K- 24.99% |
$3.42M - $3.62M
|
257K
$10.5M
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-84.1K- 53.93% |
$3.36M - $3.55M
|
71.9K
$2.93M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-82.2K- 47.95% |
$3.28M - $3.47M
|
89.2K
$3.63M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-81.3K- 26.11% |
$3.25M - $3.44M
|
230K
$9.37M
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-78.9K- 27.41% |
$3.15M - $3.33M
|
209K
$8.51M
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-77.4K- 93.29% |
$3.09M - $3.27M
|
5.57K
$226K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-74.9K- 25.38% |
$2.99M - $3.16M
|
220K
$8.96M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-70.6K- 17.62% |
$2.82M - $2.98M
|
330K
$13.4M
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-69.3K- 12.54% |
$2.77M - $2.93M
|
483K
$19.7M
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-69.1K- 64.16% |
$2.76M - $2.92M
|
38.6K
$1.57M
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-68.5K- 77.78% |
$2.74M - $2.89M
|
19.6K
$797K
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-59.6K- 30.0% |
$2.38M - $2.52M
|
139K
$5.66M
|
|
May 15, 2024
Q1 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-59.4K- 52.58% |
$2.37M - $2.51M
|
53.6K
$2.18M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-58K- 3.78% |
$2.32M - $2.45M
|
1.48M
$60M
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-57.4K- 67.44% |
$2.29M - $2.43M
|
27.7K
$1.13M
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-54.9K- 31.73% |
$2.19M - $2.32M
|
118K
$4.81M
|