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 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-810- 0.54% |
$34.5K - $36.9K
|
150K
$6.8M
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-779- 14.25% |
$33.2K - $35.5K
|
4.69K
$212K
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-778- 14.37% |
$33.2K - $35.4K
|
4.64K
$210K
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-770- 2.38% |
$32.8K - $35K
|
31.6K
$1.43M
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-742- 10.81% |
$31.6K - $33.8K
|
6.12K
$277K
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-720- 10.0% |
$30.7K - $32.8K
|
6.48K
$294K
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-690- 2.26% |
$29.4K - $31.4K
|
29.8K
$1.35M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-682- 0.95% |
$29.1K - $31K
|
70.9K
$3.21M
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-673- 12.29% |
$28.7K - $30.6K
|
4.8K
$217K
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-665- 1.0% |
$28.3K - $30.3K
|
65.6K
$2.97M
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-663- 34.78% |
$28.3K - $30.2K
|
1.24K
$56.3K
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-659- 9.79% |
$28.1K - $30K
|
6.07K
$275K
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-651- 9.53% |
$27.7K - $29.6K
|
6.18K
$280K
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-630- 0.6% |
$26.8K - $28.7K
|
104K
$4.7M
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-592- 3.36% |
$25.2K - $26.9K
|
17K
$771K
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-540- 5.95% |
$23K - $24.6K
|
8.53K
$386K
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-522- 0.48% |
$22.2K - $23.8K
|
107K
$4.86M
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-500- 5.71% |
$21.3K - $22.8K
|
8.25K
$374K
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-485- 2.87% |
$20.7K - $22.1K
|
16.4K
$744K
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-483- 4.62% |
$20.6K - $22K
|
9.97K
$452K
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-478- 4.54% |
$20.4K - $21.8K
|
10.1K
$455K
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-461- 1.36% |
$19.6K - $21K
|
33.3K
$1.51M
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-458- 3.3% |
$19.5K - $20.8K
|
13.4K
$608K
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
SELL
|
- |
-414- 3.57% |
$17.6K - $18.8K
|
11.2K
$506K
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-410- 2.42% |
$17.5K - $18.7K
|
16.5K
$748K
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-407- 2.67% |
$17.3K - $18.5K
|
14.9K
$673K
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-401- 2.82% |
$17.1K - $18.2K
|
13.8K
$625K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-375- 0.08% |
$16K - $17.1K
|
450K
$20.4M
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-372- 4.71% |
$15.9K - $16.9K
|
7.52K
$341K
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-368- 1.5% |
$15.7K - $16.7K
|
24.2K
$1.1M
|
|
Apr 22, 2025
Q1 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-360- 1.54% |
$15.3K - $16.4K
|
23K
$1.04M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-355- 5.09% |
$15.1K - $16.2K
|
6.63K
$300K
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-347- 2.54% |
$14.8K - $15.8K
|
13.3K
$603K
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-331- 1.3% |
$14.1K - $15.1K
|
25.2K
$1.14M
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-297- 4.87% |
$12.7K - $13.5K
|
5.8K
$263K
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-277- 0.55% |
$11.8K - $12.6K
|
50.2K
$2.27M
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-240- 0.43% |
$10.2K - $10.9K
|
56K
$2.54M
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-227- 0.28% |
$9.67K - $10.3K
|
81.9K
$3.71M
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-220- 0.55% |
$9.37K - $10K
|
39.8K
$1.8M
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-206- 1.09% |
$8.78K - $9.38K
|
18.7K
$846K
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-191- 2.19% |
$8.14K - $8.69K
|
8.54K
$387K
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-159- 0.93% |
$6.77K - $7.24K
|
16.9K
$767K
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-151- 38.62% |
$6.43K - $6.87K
|
240
$10.9K
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-140- 0.37% |
$5.97K - $6.37K
|
37.9K
$1.72M
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-131- 1.71% |
$5.58K - $5.96K
|
7.51K
$340K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-130- 55.56% |
$5.54K - $5.92K
|
104
$4.71K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-128- 2.68% |
$5.45K - $5.83K
|
4.64K
$210K
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-126- 0.89% |
$5.37K - $5.73K
|
14.1K
$637K
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-109- 0.23% |
$4.64K - $4.96K
|
48.1K
$2.18M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-104- 0.05% |
$4.43K - $4.73K
|
190K
$8.59M
|