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 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-7.48K- 12.46% |
$299K - $317K
|
52.6K
$2.39M
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.4K- 4.37% |
$295K - $314K
|
162K
$7.37M
|
|
Jul 17, 2024
Q2 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-7.17K- 4.84% |
$286K - $304K
|
141K
$6.4M
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-7.13K- 28.88% |
$285K - $302K
|
17.5K
$798K
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.04K- 13.67% |
$281K - $299K
|
44.5K
$2.02M
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-6.96K- 4.11% |
$278K - $295K
|
162K
$7.39M
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-6.42K- 13.12% |
$256K - $272K
|
42.5K
$1.93M
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-6.33K- 27.98% |
$253K - $269K
|
16.3K
$741K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-6.33K- 10.5% |
$253K - $269K
|
54K
$2.45M
|
|
Jul 17, 2024
Q2 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-6.1K- 5.11% |
$244K - $259K
|
113K
$5.15M
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
SELL
|
- |
-6.01K- 4.1% |
$240K - $255K
|
141K
$6.39M
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.63K- 1.22% |
$225K - $239K
|
454K
$20.6M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.49K- 19.05% |
$219K - $233K
|
23.3K
$1.06M
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-5.42K- 29.66% |
$216K - $230K
|
12.9K
$584K
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-5.33K- 15.24% |
$213K - $226K
|
29.6K
$1.35M
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-5.3K- 37.16% |
$212K - $225K
|
8.97K
$408K
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-5.17K- 1.71% |
$206K - $219K
|
297K
$13.5M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.07K- 1.16% |
$203K - $215K
|
433K
$19.7M
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.91K- 3.74% |
$196K - $208K
|
126K
$5.74M
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.53K- 74.27% |
$181K - $192K
|
1.57K
$71.4K
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-4.47K- 30.47% |
$178K - $190K
|
10.2K
$464K
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.46K- 4.61% |
$178K - $189K
|
92.1K
$4.19M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.42K- 1.96% |
$177K - $188K
|
221K
$10M
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-4.17K- 35.62% |
$167K - $177K
|
7.54K
$343K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-4.02K- 6.83% |
$160K - $170K
|
54.8K
$2.49M
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.94K- 1.35% |
$157K - $167K
|
287K
$13M
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.9K- 2.93% |
$156K - $165K
|
129K
$5.87M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-3.78K- 0.78% |
$151K - $160K
|
480K
$21.8M
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.74K- 13.49% |
$149K - $159K
|
24K
$1.09M
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.65K- 98.25% |
$146K - $155K
|
65
$2.95K
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.6K- 7.86% |
$144K - $153K
|
42.2K
$1.92M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.56K- 5.59% |
$142K - $151K
|
60.1K
$2.73M
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-3.54K- 6.5% |
$141K - $150K
|
50.9K
$2.31M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.46K- 31.35% |
$138K - $147K
|
7.57K
$344K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.45K- 4.27% |
$138K - $146K
|
77.3K
$3.52M
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.42K- 1.78% |
$137K - $145K
|
188K
$8.56M
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-3.41K- 1.95% |
$136K - $145K
|
171K
$7.79M
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-3.41K- 3.39% |
$136K - $145K
|
97.3K
$4.42M
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-3.38K- 3.92% |
$135K - $143K
|
82.9K
$3.77M
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.35K- 36.56% |
$134K - $142K
|
5.82K
$264K
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
SELL
|
- |
-3.32K- 20.01% |
$133K - $141K
|
13.3K
$603K
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-3.29K- 16.79% |
$131K - $139K
|
16.3K
$741K
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-3.2K- 19.17% |
$128K - $136K
|
13.5K
$613K
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.97K- 22.12% |
$119K - $126K
|
10.4K
$475K
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-2.92K- 5.38% |
$117K - $124K
|
51.4K
$2.34M
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.89K- 5.31% |
$115K - $122K
|
51.4K
$2.34M
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.88K- 72.15% |
$115K - $122K
|
1.11K
$50.5K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.85K- 16.08% |
$114K - $121K
|
14.9K
$677K
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-2.66K- 24.23% |
$106K - $113K
|
8.32K
$378K
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-2.63K- 0.34% |
$105K - $112K
|
779K
$35.4M
|