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
|
Wedbush Securities Inc
|
SELL
|
- |
-3.66K- 2.36% |
$148K - $165K
|
151K
$6.99M
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.49K- 10.01% |
$142K - $157K
|
31.3K
$1.45M
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.41K- 27.89% |
$138K - $154K
|
8.81K
$408K
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-3.35K- 21.79% |
$136K - $151K
|
12K
$556K
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3.29K- 90.85% |
$134K - $148K
|
331
$15.3K
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-3.17K- 19.04% |
$129K - $143K
|
13.5K
$624K
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3.15K- 5.18% |
$128K - $142K
|
57.7K
$2.67M
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.1K- 3.41% |
$126K - $140K
|
87.8K
$4.06M
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.04K- 2.75% |
$124K - $137K
|
108K
$4.98M
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.98K- 6.57% |
$121K - $134K
|
42.4K
$1.96M
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-2.91K- 5.75% |
$118K - $131K
|
47.7K
$2.21M
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.88K- 7.28% |
$117K - $130K
|
36.6K
$1.7M
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-2.8K- 5.98% |
$114K - $127K
|
44.1K
$2.04M
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-2.75K- 3.31% |
$112K - $124K
|
80.3K
$3.72M
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-2.75K- 1.1% |
$112K - $124K
|
248K
$11.5M
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.74K- 23.05% |
$111K - $124K
|
9.15K
$424K
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-2.72K- 3.0% |
$110K - $123K
|
87.8K
$4.06M
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.63K- 1.23% |
$107K - $119K
|
211K
$9.79M
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.58K- 2.33% |
$105K - $117K
|
108K
$5.02M
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.58K- 6.67% |
$105K - $116K
|
36.1K
$1.67M
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.54K- 1.86% |
$103K - $114K
|
134K
$6.2M
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-2.51K- 23.01% |
$102K - $113K
|
8.41K
$389K
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-2.51K- 13.74% |
$102K - $113K
|
15.8K
$730K
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.5K- 26.83% |
$101K - $113K
|
6.81K
$315K
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.47K- 5.18% |
$100K - $111K
|
45.1K
$2.09M
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.45K- 5.83% |
$99.4K - $110K
|
39.5K
$1.83M
|
|
Aug 12, 2025
Q2 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-2.39K- 3.0% |
$97.2K - $108K
|
77.3K
$3.58M
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.38K- 1.7% |
$96.8K - $107K
|
138K
$6.38M
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.37K- 1.34% |
$96.2K - $107K
|
174K
$8.05M
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-2.34K- 19.96% |
$95.1K - $106K
|
9.38K
$434K
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-2.32K- 8.06% |
$94.2K - $105K
|
26.4K
$1.22M
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.26K- 12.07% |
$91.9K - $102K
|
16.5K
$763K
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-2.25K- 9.26% |
$91.3K - $101K
|
22K
$1.02M
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.1K- 27.93% |
$85.2K - $94.7K
|
5.41K
$251K
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-2.08K- 14.36% |
$84.4K - $93.8K
|
12.4K
$574K
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.07K- 1.77% |
$84K - $93.3K
|
115K
$5.33M
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-2.04K- 4.59% |
$83K - $92.2K
|
42.4K
$1.96M
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-2K- 13.41% |
$81.4K - $90.4K
|
12.9K
$599K
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.82K- 2.41% |
$74.1K - $82.3K
|
73.9K
$3.42M
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-1.79K- 10.67% |
$72.7K - $80.8K
|
15K
$694K
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.74K- 2.16% |
$70.7K - $78.5K
|
78.7K
$3.65M
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.71K- 0.64% |
$69.4K - $77.1K
|
264K
$12.2M
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.68K- 1.77% |
$68.2K - $75.8K
|
93.1K
$4.31M
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-1.62K- 8.57% |
$65.8K - $73K
|
17.3K
$799K
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-1.57K- 4.58% |
$63.9K - $71K
|
32.8K
$1.52M
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-1.57K- 1.48% |
$63.8K - $70.8K
|
104K
$4.84M
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.57K- 1.73% |
$63.7K - $70.7K
|
89.2K
$4.13M
|
|
Aug 08, 2025
Q2 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.56K- 3.24% |
$63.2K - $70.3K
|
46.5K
$2.15M
|
|
Aug 12, 2025
Q2 2025
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-1.51K- 4.33% |
$61.4K - $68.2K
|
33.4K
$1.55M
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.5K- 82.37% |
$60.7K - $67.5K
|
320
$14.8K
|