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 |
---|---|---|---|---|---|---|---|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-32.9K- 9.94% |
$1.34M - $1.48M
|
298K
$13.5M
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-32.1K- 20.55% |
$1.3M - $1.45M
|
124K
$5.62M
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-15.1K- 6.06% |
$614K - $683K
|
235K
$10.6M
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11K- 17.37% |
$446K - $496K
|
52.2K
$2.37M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.1K- 28.11% |
$329K - $365K
|
20.7K
$938K
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-7.54K- 16.98% |
$306K - $340K
|
36.9K
$1.67M
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-6.76K- 1.6% |
$274K - $305K
|
415K
$18.8M
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-6.47K- 3.81% |
$263K - $292K
|
164K
$7.41M
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-4.72K- 9.77% |
$192K - $213K
|
43.6K
$1.97M
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-2.91K- 5.75% |
$118K - $131K
|
47.7K
$2.16M
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.88K- 7.28% |
$117K - $130K
|
36.6K
$1.66M
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-2.8K- 5.98% |
$114K - $127K
|
44.1K
$2M
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.57K- 1.73% |
$63.7K - $70.7K
|
89.2K
$4.04M
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-937- 14.51% |
$38.1K - $42.3K
|
5.52K
$250K
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-770- 5.09% |
$31.3K - $34.7K
|
14.4K
$650K
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-471- 6.97% |
$19.1K - $21.3K
|
6.29K
$285K
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-430- 5.73% |
$17.5K - $19.4K
|
7.08K
$321K
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-326- 2.7% |
$13.2K - $14.7K
|
11.7K
$531K
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-194- 1.43% |
$7.88K - $8.75K
|
13.4K
$605K
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-190- 0.26% |
$7.72K - $8.57K
|
72.3K
$3.27M
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-48- 0.26% |
$1.95K - $2.17K
|
18.1K
$820K
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-11- 0.4% |
$447 - $496
|
2.77K
$125K
|
|
Q1 2025 | |||||||
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.11M- 98.91% |
$47.2M - $50.4M
|
12.2K
$553K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.06M- 5.04% |
$45.2M - $48.2M
|
20M
$905M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-673K- 9.15% |
$28.7M - $30.6M
|
6.68M
$302M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-460K- 50.0% |
$19.6M - $20.9M
|
460K
$20.8M
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-457K- 97.76% |
$19.5M - $20.8M
|
10.5K
$474K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-416K- 6.21% |
$17.7M - $18.9M
|
6.28M
$285M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-399K- 6.0% |
$17M - $18.2M
|
6.26M
$284M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-207K- 16.74% |
$8.81M - $9.41M
|
1.03M
$46.6M
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-185K- 52.06% |
$7.86M - $8.4M
|
170K
$7.7M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-183K- 4.41% |
$7.8M - $8.33M
|
3.97M
$180M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-155K- 33.16% |
$6.61M - $7.06M
|
313K
$14.2M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-110K- 2.84% |
$4.7M - $5.02M
|
3.77M
$171M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-107K- 58.49% |
$4.55M - $4.86M
|
75.8K
$3.43M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100K- 58.14% |
$4.26M - $4.55M
|
72K
$3.26M
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-97.1K- 45.88% |
$4.14M - $4.42M
|
115K
$5.19M
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-82.6K- 50.44% |
$3.52M - $3.76M
|
81.1K
$3.67M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-75.8K- 10.04% |
$3.23M - $3.45M
|
680K
$30.8M
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-64K- 42.58% |
$2.73M - $2.91M
|
86.3K
$3.91M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-60.7K- 83.61% |
$2.59M - $2.76M
|
11.9K
$539K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-55.9K- 3.38% |
$2.38M - $2.55M
|
1.6M
$72.4M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-54.2K- 1.11% |
$2.31M - $2.47M
|
4.82M
$218M
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-50.2K- 67.42% |
$2.14M - $2.29M
|
24.3K
$1.1M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-43.5K- 1.3% |
$1.85M - $1.98M
|
3.29M
$149M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-41.4K- 3.62% |
$1.76M - $1.88M
|
1.1M
$49.9M
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-41K- 9.1% |
$1.75M - $1.87M
|
410K
$18.6M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-38.8K- 6.03% |
$1.65M - $1.77M
|
605K
$27.4M
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-36.6K- 52.55% |
$1.56M - $1.66M
|
33K
$1.5M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-35.7K- 6.57% |
$1.52M - $1.63M
|
508K
$23M
|