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 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-33.7K- 41.5% |
$1.34M - $1.43M
|
47.5K
$2.16M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-33.5K- 4.41% |
$1.34M - $1.42M
|
725K
$33M
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-33.4K- 28.27% |
$1.33M - $1.42M
|
84.7K
$3.85M
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-32.8K- 38.7% |
$1.31M - $1.39M
|
52K
$2.36M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-32.4K- 12.46% |
$1.3M - $1.38M
|
228K
$10.4M
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-29.1K- 57.23% |
$1.16M - $1.24M
|
21.8K
$989K
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-28.9K- 16.05% |
$1.15M - $1.22M
|
151K
$6.86M
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-27.1KClosed |
$1.08M - $1.15M
|
0
$0
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-25.5K- 14.52% |
$1.02M - $1.08M
|
150K
$6.82M
|
|
Jul 18, 2024
Q2 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-23.9K- 14.24% |
$953K - $1.01M
|
144K
$6.53M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-20.3K- 11.04% |
$810K - $860K
|
163K
$7.42M
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-20.2K- 12.02% |
$807K - $858K
|
148K
$6.73M
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-19.3K- 13.4% |
$771K - $819K
|
125K
$5.67M
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-17.9K- 38.74% |
$717K - $761K
|
28.4K
$1.29M
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-17.3K- 14.47% |
$692K - $736K
|
102K
$4.66M
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-17.2K- 22.95% |
$688K - $731K
|
57.8K
$2.63M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-17K- 5.17% |
$681K - $723K
|
313K
$14.2M
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-16.3K- 18.73% |
$652K - $693K
|
70.9K
$3.22M
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-15.9K- 13.71% |
$634K - $674K
|
99.9K
$4.54M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-15.8K- 3.27% |
$631K - $671K
|
468K
$21.3M
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-15.7K- 30.52% |
$626K - $665K
|
35.7K
$1.62M
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-14.9K- 10.69% |
$594K - $631K
|
124K
$5.65M
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-14.7K- 35.79% |
$586K - $622K
|
26.3K
$1.2M
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-14.2K- 24.18% |
$566K - $601K
|
44.4K
$2.02M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-14K- 24.69% |
$559K - $594K
|
42.7K
$1.94M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-13.7K- 3.62% |
$547K - $581K
|
365K
$16.6M
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-13.7K- 23.5% |
$546K - $580K
|
44.5K
$2.02M
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-13K- 13.2% |
$520K - $552K
|
85.6K
$3.89M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-13K- 17.91% |
$518K - $550K
|
59.4K
$2.7M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-12.2K- 5.52% |
$485K - $516K
|
208K
$9.46M
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-12.1K- 27.36% |
$482K - $512K
|
32K
$1.46M
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-12K- 6.31% |
$480K - $510K
|
178K
$8.11M
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-11.9K- 7.08% |
$477K - $507K
|
157K
$7.12M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.8K- 0.31% |
$470K - $499K
|
3.82M
$173M
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-11.2K- 11.92% |
$449K - $477K
|
83.1K
$3.78M
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-10.6K- 14.31% |
$425K - $451K
|
63.7K
$2.89M
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-10.5K- 65.65% |
$419K - $445K
|
5.49K
$249K
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-10.2K- 3.57% |
$408K - $433K
|
276K
$12.6M
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.1K- 8.72% |
$404K - $429K
|
106K
$4.82M
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-9.67K- 28.02% |
$386K - $410K
|
24.8K
$1.13M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.62K- 1.47% |
$384K - $408K
|
646K
$29.4M
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-9.46K- 4.58% |
$378K - $401K
|
197K
$8.95M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-8.97K- 1.77% |
$358K - $380K
|
499K
$22.7M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-8.92K- 10.22% |
$356K - $379K
|
78.3K
$3.56M
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-8.92K- 7.27% |
$356K - $378K
|
114K
$5.17M
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-8.74K- 2.87% |
$349K - $371K
|
295K
$13.4M
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-8.06K- 12.97% |
$322K - $342K
|
54.1K
$2.46M
|
|
Jul 30, 2024
Q2 2024
|
Holistic Financial Partners
|
SELL
|
- |
-8.06K- 3.83% |
$322K - $342K
|
202K
$9.19M
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-7.75K- 4.2% |
$310K - $329K
|
177K
$8.03M
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-7.71K- 11.1% |
$308K - $327K
|
61.8K
$2.81M
|