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 |
---|---|---|---|---|---|---|---|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-550K- 17.8% |
$22.3M - $24.8M
|
2.54M
$117M
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-352K- 58.86% |
$14.3M - $15.9M
|
246K
$11.4M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-317K- 5.05% |
$12.9M - $14.3M
|
5.96M
$276M
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-263K- 25.55% |
$10.7M - $11.9M
|
766K
$35.4M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-232K- 7.04% |
$9.42M - $10.5M
|
3.06M
$141M
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-187K- 2.8% |
$7.6M - $8.44M
|
6.49M
$300M
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-155K- 36.41% |
$6.3M - $7M
|
271K
$12.5M
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-154K- 2.46% |
$6.26M - $6.95M
|
6.11M
$282M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-154K- 3.87% |
$6.24M - $6.93M
|
3.82M
$176M
|
|
Aug 13, 2025
Q2 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-115K- 73.04% |
$4.68M - $5.2M
|
42.5K
$1.97M
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-108K- 41.25% |
$4.37M - $4.86M
|
153K
$7.08M
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-80.3K- 47.27% |
$3.26M - $3.63M
|
89.6K
$4.14M
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-79.3K- 42.56% |
$3.22M - $3.58M
|
107K
$4.95M
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-76.1K- 0.38% |
$3.09M - $3.43M
|
19.9M
$919M
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
SELL
|
- |
-69.5K- 28.34% |
$2.82M - $3.13M
|
176K
$8.12M
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-60.4K- 11.89% |
$2.45M - $2.72M
|
447K
$20.7M
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-60.2K- 63.83% |
$2.44M - $2.71M
|
34.1K
$1.58M
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-55.9K- 19.55% |
$2.27M - $2.52M
|
230K
$10.6M
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-43.2K- 44.62% |
$1.75M - $1.95M
|
53.6K
$2.48M
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-40.8K- 49.44% |
$1.66M - $1.84M
|
41.7K
$1.93M
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-40.4K- 28.21% |
$1.64M - $1.82M
|
103K
$4.75M
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-39.7K- 20.36% |
$1.61M - $1.79M
|
155K
$7.17M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-32.9K- 9.94% |
$1.34M - $1.48M
|
298K
$13.8M
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-32.1K- 20.55% |
$1.3M - $1.45M
|
124K
$5.73M
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-29.6K- 6.78% |
$1.2M - $1.34M
|
408K
$18.8M
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-29.5K- 5.39% |
$1.2M - $1.33M
|
518K
$23.9M
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-28.2K- 70.14% |
$1.15M - $1.27M
|
12K
$555K
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-26.8K- 2.81% |
$1.09M - $1.21M
|
928K
$42.9M
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-26.4K- 83.43% |
$1.07M - $1.19M
|
5.25K
$243K
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-26K- 53.17% |
$1.06M - $1.17M
|
22.9K
$1.06M
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-24K- 3.54% |
$977K - $1.09M
|
655K
$30.3M
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-19.1K- 29.17% |
$777K - $863K
|
46.5K
$2.15M
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-18.5K- 55.73% |
$753K - $837K
|
14.7K
$681K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-17.8K- 1.31% |
$723K - $803K
|
1.34M
$61.9M
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-17.5K- 22.57% |
$710K - $789K
|
60K
$2.77M
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-16.7K- 1.99% |
$678K - $753K
|
823K
$38M
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-16K- 67.83% |
$652K - $724K
|
7.61K
$351K
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-15.8K- 28.89% |
$642K - $713K
|
38.9K
$1.8M
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-15.1K- 6.06% |
$614K - $683K
|
235K
$10.8M
|
|
Aug 12, 2025
Q2 2025
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-14.5K- 5.13% |
$591K - $656K
|
269K
$12.4M
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-14.4K- 14.6% |
$583K - $648K
|
84K
$3.88M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14.3K- 2.36% |
$581K - $645K
|
591K
$27.3M
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-14.3K- 83.92% |
$579K - $644K
|
2.73K
$126K
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-13.8K- 13.81% |
$562K - $624K
|
86.3K
$3.99M
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-13.7K- 20.45% |
$555K - $616K
|
53.1K
$2.45M
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-13.3K- 6.34% |
$542K - $602K
|
197K
$9.1M
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
SELL
|
- |
-13.2K- 7.02% |
$535K - $594K
|
174K
$8.06M
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-13.1K- 36.07% |
$531K - $590K
|
23.2K
$1.07M
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-11.8K- 3.84% |
$479K - $532K
|
295K
$13.6M
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-11.7K- 34.93% |
$476K - $528K
|
21.8K
$1.01M
|