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 |
---|---|---|---|---|---|---|---|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-6.81K- 7.63% |
$290K - $310K
|
82.4K
$3.73M
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-6.62K- 2.59% |
$282K - $301K
|
249K
$11.3M
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-6.54K- 4.58% |
$279K - $298K
|
136K
$6.18M
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-6.2K- 11.44% |
$264K - $282K
|
48K
$2.17M
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.16K- 9.82% |
$262K - $280K
|
56.5K
$2.56M
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-5.75K- 0.75% |
$245K - $262K
|
758K
$34.3M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.74K- 1.58% |
$245K - $261K
|
358K
$16.2M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.11K- 1.62% |
$218K - $232K
|
311K
$14.1M
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.11K- 14.07% |
$218K - $232K
|
31.2K
$1.41M
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.84K- 46.05% |
$206K - $220K
|
5.67K
$257K
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-4.64K- 19.06% |
$198K - $211K
|
19.7K
$892K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.62K- 2.77% |
$197K - $210K
|
162K
$7.35M
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.58K- 3.96% |
$195K - $209K
|
111K
$5.03M
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-4.49K- 57.93% |
$191K - $204K
|
3.26K
$148K
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-3.97K- 12.11% |
$169K - $181K
|
28.8K
$1.3M
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.96K- 10.22% |
$169K - $180K
|
34.8K
$1.58M
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.94K- 4.03% |
$168K - $179K
|
93.8K
$4.25M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.84K- 8.52% |
$164K - $175K
|
41.3K
$1.87M
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.77K- 32.47% |
$160K - $171K
|
7.83K
$355K
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
SELL
|
- |
-3.73K- 2.74% |
$159K - $170K
|
133K
$6M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.68K- 1.18% |
$157K - $168K
|
307K
$13.9M
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-3.56K- 4.63% |
$152K - $162K
|
73.4K
$3.32M
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.39K- 8.49% |
$144K - $154K
|
36.5K
$1.65M
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-3.37K- 1.7% |
$144K - $154K
|
195K
$8.82M
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-3.29K- 13.81% |
$140K - $150K
|
20.5K
$930K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.29K- 56.55% |
$140K - $150K
|
2.53K
$114K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-3.27K- 6.57% |
$139K - $149K
|
46.5K
$2.11M
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-3.21K- 3.72% |
$137K - $146K
|
83.1K
$3.76M
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-3.21K- 4.11% |
$137K - $146K
|
75K
$3.4M
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.19K- 7.55% |
$136K - $145K
|
39.1K
$1.77M
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-3.14K- 14.24% |
$134K - $143K
|
18.9K
$856K
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-3.12K- 16.91% |
$133K - $142K
|
15.3K
$695K
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-3.05K- 19.36% |
$130K - $139K
|
12.7K
$575K
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.97K- 15.38% |
$126K - $135K
|
16.3K
$739K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.93K- 21.67% |
$125K - $133K
|
10.6K
$479K
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-2.92K- 7.51% |
$124K - $133K
|
35.9K
$1.63M
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-2.83K- 22.45% |
$121K - $129K
|
9.78K
$443K
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-2.75K- 11.0% |
$117K - $125K
|
22.2K
$1.01M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.74K- 1.04% |
$117K - $124K
|
261K
$11.8M
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.68K- 2.4% |
$114K - $122K
|
109K
$4.94M
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.66K- 1.9% |
$113K - $121K
|
137K
$6.19M
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.58K- 4.2% |
$110K - $117K
|
58.8K
$2.66M
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-2.5K- 14.73% |
$107K - $114K
|
14.5K
$656K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-2.46K- 1.2% |
$105K - $112K
|
203K
$9.18M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.35K- 1.65% |
$100K - $107K
|
140K
$6.35M
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-2.34K- 7.04% |
$99.8K - $107K
|
30.9K
$1.4M
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-2.32K- 9.81% |
$98.7K - $105K
|
21.3K
$965K
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-2.3K- 12.08% |
$98.2K - $105K
|
16.8K
$760K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.29K- 1.47% |
$97.5K - $104K
|
153K
$6.94M
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.21K- 6.88% |
$94.3K - $101K
|
30K
$1.36M
|