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 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11.6K- 8.25% |
$470K - $522K
|
129K
$5.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-11.5K- 13.36% |
$469K - $521K
|
74.8K
$3.46M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11K- 17.37% |
$446K - $496K
|
52.2K
$2.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.9K- 34.12% |
$443K - $492K
|
21K
$972K
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-10.8K- 9.08% |
$438K - $487K
|
108K
$4.99M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-10.6K- 11.33% |
$432K - $480K
|
83.2K
$3.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-10.3K- 6.43% |
$417K - $463K
|
150K
$6.91M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10.1K- 17.9% |
$411K - $457K
|
46.4K
$2.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-9.67K- 35.37% |
$393K - $436K
|
17.7K
$816K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-9.21K- 44.06% |
$374K - $416K
|
11.7K
$540K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-9.1K- 18.87% |
$370K - $411K
|
39.1K
$1.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
SELL
|
- |
-8.94K- 2.18% |
$363K - $404K
|
401K
$18.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-8.76K- 7.65% |
$356K - $395K
|
106K
$4.89M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-8.43K- 20.43% |
$343K - $380K
|
32.9K
$1.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.1K- 28.11% |
$329K - $365K
|
20.7K
$957K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-8.05K- 27.94% |
$327K - $363K
|
20.8K
$959K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-7.98K- 5.09% |
$324K - $360K
|
149K
$6.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-7.54K- 16.98% |
$306K - $340K
|
36.9K
$1.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-7.46K- 2.99% |
$303K - $336K
|
242K
$11.2M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-7.26K- 12.75% |
$295K - $327K
|
49.6K
$2.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.07K- 0.35% |
$287K - $319K
|
2.03M
$93.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.05K- 4.7% |
$287K - $318K
|
143K
$6.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-7.02K- 5.84% |
$285K - $317K
|
113K
$5.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-6.76K- 1.6% |
$274K - $305K
|
415K
$19.2M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-6.47K- 3.81% |
$263K - $292K
|
164K
$7.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.42K- 9.92% |
$261K - $290K
|
58.3K
$2.69M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-6.36K- 3.14% |
$258K - $287K
|
196K
$9.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-6.31K- 27.6% |
$256K - $284K
|
16.5K
$764K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-6.13K- 14.74% |
$249K - $276K
|
35.4K
$1.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-6.09K- 39.3% |
$247K - $275K
|
9.4K
$434K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-5.43K- 14.89% |
$221K - $245K
|
31.1K
$1.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.37K- 3.37% |
$218K - $242K
|
154K
$7.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-5.36K- 7.31% |
$218K - $242K
|
68K
$3.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.26K- 7.04% |
$214K - $237K
|
69.4K
$3.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4.92K- 8.22% |
$200K - $222K
|
54.8K
$2.53M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-4.84K- 25.6% |
$197K - $218K
|
14.1K
$650K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.82K- 2.04% |
$196K - $217K
|
231K
$10.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.79K- 46.87% |
$194K - $216K
|
5.43K
$251K
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-4.72K- 9.77% |
$192K - $213K
|
43.6K
$2.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.63K- 97.17% |
$188K - $209K
|
135
$6.24K
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.46K- 30.85% |
$181K - $201K
|
10K
$462K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.42K- 12.57% |
$180K - $199K
|
30.8K
$1.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-4.28K- 31.68% |
$174K - $193K
|
9.23K
$427K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.2K- 6.15% |
$170K - $189K
|
64K
$2.96M
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-4.07K- 1.99% |
$165K - $183K
|
200K
$9.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-4K- 19.5% |
$163K - $181K
|
16.5K
$764K
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-3.98K- 3.42% |
$162K - $180K
|
112K
$5.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-3.96K- 3.14% |
$161K - $179K
|
122K
$5.64M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-3.92K- 31.27% |
$159K - $177K
|
8.62K
$398K
|
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-3.74K- 3.27% |
$152K - $169K
|
111K
$5.12M
|