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 19, 2024
Q1 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-2.7K- 0.91% |
$108K - $114K
|
292K
$11.9M
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-2.63K- 16.59% |
$105K - $111K
|
13.2K
$536K
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-2.59K- 6.71% |
$103K - $109K
|
35.9K
$1.46M
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.58K- 1.5% |
$103K - $109K
|
169K
$6.87M
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
SELL
|
- |
-2.57K- 13.41% |
$103K - $108K
|
16.6K
$673K
|
|
May 15, 2024
Q1 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-2.56K- 22.26% |
$102K - $108K
|
8.95K
$363K
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.48K- 25.0% |
$99K - $105K
|
7.43K
$302K
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-2.3K- 2.47% |
$91.9K - $97.2K
|
90.9K
$3.69M
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-2.29K- 22.95% |
$91.6K - $96.8K
|
7.7K
$312K
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.21K- 3.65% |
$88.1K - $93.2K
|
58.2K
$2.36M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.11K- 4.43% |
$84.4K - $89.2K
|
45.6K
$1.85M
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.11K- 3.98% |
$84.2K - $89.1K
|
50.9K
$2.06M
|
|
May 03, 2024
Q1 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-2.09K- 2.44% |
$83.3K - $88K
|
83.5K
$3.39M
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.08K- 10.02% |
$83.2K - $87.9K
|
18.7K
$759K
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.94K- 69.53% |
$77.3K - $81.7K
|
848
$34.4K
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.77K- 15.17% |
$70.6K - $74.7K
|
9.89K
$401K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.73K- 46.98% |
$69.1K - $73K
|
1.95K
$79.2K
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-1.69K- 24.26% |
$67.5K - $71.4K
|
5.28K
$214K
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1.53K- 3.02% |
$61.1K - $64.6K
|
49.1K
$1.99M
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.5K- 50.0% |
$59.9K - $63.3K
|
1.5K
$60.9K
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.5K- 9.21% |
$59.9K - $63.3K
|
14.8K
$599K
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.49K- 0.92% |
$59.4K - $62.8K
|
160K
$6.5M
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.47K- 18.21% |
$58.6K - $62K
|
6.59K
$267K
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.41K- 2.28% |
$56.5K - $59.7K
|
60.6K
$2.46M
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.37K- 1.1% |
$54.8K - $57.9K
|
124K
$5.02M
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-1.31K- 10.35% |
$52.5K - $55.5K
|
11.4K
$462K
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.31K- 6.76% |
$52.5K - $55.5K
|
18.1K
$735K
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-1.24K- 49.4% |
$49.6K - $52.5K
|
1.27K
$51.6K
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.23K- 9.78% |
$49.1K - $51.9K
|
11.3K
$460K
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.2K- 3.0% |
$47.8K - $50.6K
|
38.7K
$1.57M
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-1.09K- 6.26% |
$43.7K - $46.2K
|
16.4K
$664K
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-1.09K- 49.98% |
$43.7K - $46.2K
|
1.09K
$44.4K
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-1.05K- 0.55% |
$42K - $44.4K
|
191K
$7.73M
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
SELL
|
- |
-1.04K- 51.23% |
$41.6K - $44K
|
991
$40.2K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.03K- 15.39% |
$41.3K - $43.6K
|
5.68K
$230K
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1K- 16.67% |
$39.9K - $42.2K
|
5K
$203K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-994- 16.63% |
$39.7K - $42K
|
4.98K
$202K
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-993- 4.15% |
$39.7K - $41.9K
|
22.9K
$930K
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-992- 5.54% |
$39.6K - $41.9K
|
16.9K
$687K
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-986- 7.26% |
$39.4K - $41.6K
|
12.6K
$511K
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-982- 14.14% |
$39.2K - $41.5K
|
5.96K
$242K
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-964- 1.58% |
$38.5K - $40.7K
|
60K
$2.44M
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-882- 7.41% |
$35.2K - $37.2K
|
11K
$447K
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-878- 25.09% |
$35.1K - $37.1K
|
2.62K
$106K
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-869- 2.83% |
$34.7K - $36.7K
|
29.9K
$1.21M
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-849- 37.8% |
$33.9K - $35.9K
|
1.4K
$56.7K
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-846- 4.75% |
$33.8K - $35.7K
|
17K
$688K
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-828- 6.06% |
$33.1K - $35K
|
12.8K
$520K
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-823- 0.93% |
$32.9K - $34.8K
|
87.2K
$3.54M
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-821- 12.99% |
$32.8K - $34.7K
|
5.5K
$223K
|