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, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-460- 5.31% |
$18.7K - $20.8K
|
8.2K
$379K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-448- 45.48% |
$18.2K - $20.2K
|
537
$24.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-447- 0.45% |
$18.2K - $20.2K
|
98K
$4.53M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-430- 5.73% |
$17.5K - $19.4K
|
7.08K
$327K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-417- 4.89% |
$16.9K - $18.8K
|
8.11K
$375K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-414- 1.2% |
$16.8K - $18.7K
|
33.9K
$1.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-410- 3.76% |
$16.7K - $18.5K
|
10.5K
$485K
|
|
|
Aug 14, 2025
Q2 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-400- 3.02% |
$16.2K - $18K
|
12.9K
$594K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-370- 4.92% |
$15K - $16.7K
|
7.15K
$330K
|
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-363- 1.09% |
$14.7K - $16.4K
|
33K
$1.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-346- 3.09% |
$14.1K - $15.6K
|
10.8K
$501K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-336- 2.77% |
$13.6K - $15.2K
|
11.8K
$545K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-334- 3.32% |
$13.6K - $15.1K
|
9.72K
$449K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-326- 2.7% |
$13.2K - $14.7K
|
11.7K
$542K
|
|
|
Aug 06, 2025
Q2 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-297- 2.89% |
$12.1K - $13.4K
|
9.98K
$461K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-287- 1.15% |
$11.7K - $12.9K
|
24.7K
$1.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-282- 5.87% |
$11.5K - $12.7K
|
4.52K
$209K
|
|
|
Aug 06, 2025
Q2 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-280- 1.83% |
$11.4K - $12.6K
|
15.1K
$696K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-259- 0.79% |
$10.5K - $11.7K
|
32.3K
$1.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-258- 10.53% |
$10.5K - $11.6K
|
2.19K
$101K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-258- 1.92% |
$10.5K - $11.6K
|
13.2K
$608K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-247- 16.89% |
$10K - $11.1K
|
1.22K
$56.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-240- 0.48% |
$9.75K - $10.8K
|
49.5K
$2.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-237- 3.3% |
$9.63K - $10.7K
|
6.94K
$320K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-236- 1.68% |
$9.59K - $10.6K
|
13.8K
$639K
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-233- 0.76% |
$9.46K - $10.5K
|
30.4K
$1.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-233- 1.23% |
$9.46K - $10.5K
|
18.7K
$865K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-206- 1.65% |
$8.37K - $9.29K
|
12.3K
$566K
|
|
|
Jul 28, 2025
Q2 2025
|
Variant Private Wealth, LLC
Tysons, VA |
SELL
|
- |
-205- 3.22% |
$8.33K - $9.25K
|
6.17K
$285K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-205- 0.23% |
$8.33K - $9.25K
|
89.8K
$4.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-201- 0.63% |
$8.16K - $9.07K
|
31.9K
$1.48M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-199- 1.53% |
$8.08K - $8.98K
|
12.8K
$590K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-194- 1.43% |
$7.88K - $8.75K
|
13.4K
$617K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-190- 0.26% |
$7.72K - $8.57K
|
72.3K
$3.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-172- 0.54% |
$6.99K - $7.76K
|
31.4K
$1.45M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-168- 15.37% |
$6.82K - $7.58K
|
925
$42.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-159- 1.54% |
$6.46K - $7.17K
|
10.1K
$469K
|
|
|
Aug 12, 2025
Q2 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-140- 1.08% |
$5.69K - $6.32K
|
12.8K
$591K
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-125- 2.64% |
$5.08K - $5.64K
|
4.61K
$213K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-119- 46.48% |
$4.83K - $5.37K
|
137
$6.33K
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-110- 0.48% |
$4.47K - $4.96K
|
22.8K
$1.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-84- 17.36% |
$3.41K - $3.79K
|
400
$18.5K
|
|
|
Aug 18, 2025
Q2 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-75- 0.15% |
$3.05K - $3.38K
|
50.1K
$2.32M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-73- 0.64% |
$2.97K - $3.29K
|
11.2K
$520K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-54- 0.22% |
$2.19K - $2.44K
|
24.6K
$1.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-50- 11.11% |
$2.03K - $2.26K
|
400
$18.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-48- 0.38% |
$1.95K - $2.17K
|
12.5K
$576K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-48- 0.26% |
$1.95K - $2.17K
|
18.1K
$836K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-47- 0.22% |
$1.91K - $2.12K
|
21.4K
$986K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-45- 0.14% |
$1.83K - $2.03K
|
31.1K
$1.44M
|