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 |
---|---|---|---|---|---|---|---|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-2.17K- 12.27% |
$92.6K - $98.9K
|
15.5K
$704K
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.1K- 10.07% |
$89.4K - $95.5K
|
18.7K
$849K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.09K- 18.99% |
$89.2K - $95.3K
|
8.93K
$405K
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-2.09K- 3.18% |
$89K - $95K
|
63.6K
$2.88M
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-2.04K- 14.96% |
$86.9K - $92.8K
|
11.6K
$525K
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-2.01K- 42.87% |
$85.6K - $91.4K
|
2.68K
$121K
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-1.96K- 19.07% |
$83.6K - $89.3K
|
8.33K
$377K
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-1.94K- 4.18% |
$82.7K - $88.3K
|
44.5K
$2.01M
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-1.91K- 5.18% |
$81.3K - $86.8K
|
34.9K
$1.58M
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.89K- 7.94% |
$80.4K - $85.9K
|
21.9K
$991K
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.88K- 2.04% |
$80K - $85.4K
|
90K
$4.08M
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.85K- 1.54% |
$79K - $84.4K
|
119K
$5.38M
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.83K- 9.92% |
$78.1K - $83.5K
|
16.7K
$754K
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.8K- 18.99% |
$76.5K - $81.7K
|
7.66K
$347K
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.76K- 14.49% |
$75.2K - $80.3K
|
10.4K
$471K
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-1.72K- 8.36% |
$73.4K - $78.4K
|
18.9K
$855K
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.71K- 5.75% |
$73K - $78K
|
28.1K
$1.27M
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.71K- 6.42% |
$72.9K - $77.9K
|
25K
$1.13M
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.71K- 5.78% |
$72.8K - $77.7K
|
27.9K
$1.26M
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-1.63K- 13.65% |
$69.4K - $74.1K
|
10.3K
$467K
|
|
May 02, 2025
Q1 2025
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-1.58K- 0.56% |
$67.4K - $72K
|
283K
$12.8M
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-1.58K- 9.23% |
$67.1K - $71.7K
|
15.5K
$702K
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.57K- 0.88% |
$66.9K - $71.5K
|
176K
$7.98M
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.48K- 1.8% |
$63K - $67.3K
|
80.5K
$3.65M
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.47K- 4.39% |
$62.5K - $66.7K
|
31.9K
$1.45M
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.44K- 1.41% |
$61.5K - $65.7K
|
101K
$4.57M
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-1.37K- 9.22% |
$58.5K - $62.5K
|
13.5K
$612K
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.37K- 0.98% |
$58.3K - $62.3K
|
139K
$6.3M
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.28K- 10.17% |
$54.6K - $58.3K
|
11.3K
$513K
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.24K- 2.57% |
$52.6K - $56.2K
|
46.8K
$2.12M
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.22K- 1.23% |
$52.1K - $55.6K
|
98.4K
$4.46M
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-1.22K- 0.96% |
$52K - $55.5K
|
126K
$5.7M
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-1.19K- 8.65% |
$50.5K - $53.9K
|
12.5K
$567K
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.18K- 3.5% |
$50.1K - $53.5K
|
32.4K
$1.47M
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-1.16K- 0.95% |
$49.4K - $52.7K
|
121K
$5.46M
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.15K- 5.93% |
$49.1K - $52.5K
|
18.3K
$828K
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.14K- 5.18% |
$48.6K - $51.9K
|
20.9K
$947K
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.12K- 2.69% |
$47.8K - $51K
|
40.5K
$1.83M
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.1K- 8.09% |
$46.7K - $49.9K
|
12.5K
$564K
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.07K- 1.12% |
$45.6K - $48.7K
|
94.8K
$4.29M
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
SELL
|
- |
-942- 2.81% |
$40.1K - $42.9K
|
32.6K
$1.48M
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-930- 3.76% |
$39.6K - $42.3K
|
23.8K
$1.08M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-919- 10.0% |
$39.2K - $41.8K
|
8.27K
$375K
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-916- 6.06% |
$39K - $41.7K
|
14.2K
$643K
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-889- 6.64% |
$37.9K - $40.5K
|
12.5K
$566K
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-869- 7.24% |
$37K - $39.5K
|
11.1K
$504K
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-857- 1.1% |
$36.5K - $39K
|
76.7K
$3.47M
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-837- 10.07% |
$35.7K - $38.1K
|
7.48K
$339K
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-837- 11.72% |
$35.7K - $38.1K
|
6.31K
$286K
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-825- 62.26% |
$35.2K - $37.5K
|
500
$22.6K
|