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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-40- 0.1% |
$1.62K - $1.8K
|
39.8K
$1.84M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-30- 0.38% |
$1.22K - $1.35K
|
7.93K
$366K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-28- 0.14% |
$1.14K - $1.26K
|
20.1K
$929K
|
|
|
Aug 12, 2025
Q2 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-25- 0.34% |
$1.02K - $1.13K
|
7.29K
$337K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-19- 18.27% |
$772 - $857
|
85
$3.93K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-11- 0.4% |
$447 - $496
|
2.77K
$128K
|
|
|
Sep 02, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$40.6 - $45.1
|
16.3K
$752K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-20.9K- 50.98% |
$891K - $952K
|
20.1K
$929K
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-17.5K- 69.65% |
$747K - $798K
|
7.64K
$353K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-7.95K- 10.47% |
$339K - $362K
|
68K
$3.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-6.2K- 11.44% |
$264K - $282K
|
48K
$2.22M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-4.64K- 19.06% |
$198K - $211K
|
19.7K
$910K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-4.49K- 57.93% |
$191K - $204K
|
3.26K
$151K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.82K- 9.72% |
$163K - $174K
|
35.5K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-3.27K- 6.57% |
$139K - $149K
|
46.5K
$2.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-2.83K- 22.45% |
$121K - $129K
|
9.78K
$452K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.29K- 1.47% |
$97.5K - $104K
|
153K
$7.08M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-1.96K- 19.07% |
$83.6K - $89.3K
|
8.33K
$385K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.24K- 2.57% |
$52.6K - $56.2K
|
46.8K
$2.16M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.18K- 3.5% |
$50.1K - $53.5K
|
32.4K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-837- 10.07% |
$35.7K - $38.1K
|
7.48K
$345K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-825- 62.26% |
$35.2K - $37.5K
|
500
$23.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-779- 14.25% |
$33.2K - $35.5K
|
4.69K
$217K
|
|
|
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
$214K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-663- 34.78% |
$28.3K - $30.2K
|
1.24K
$57.4K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-500- 5.71% |
$21.3K - $22.8K
|
8.25K
$381K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-227- 0.28% |
$9.67K - $10.3K
|
81.9K
$3.78M
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-140- 0.37% |
$5.97K - $6.37K
|
37.9K
$1.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-87- 1.6% |
$3.71K - $3.96K
|
5.34K
$247K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-65- 0.72% |
$2.77K - $2.96K
|
8.99K
$415K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-61- 11.47% |
$2.6K - $2.78K
|
471
$21.8K
|
|
| Q4 2024 | |||||||
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-29.6K- 75.89% |
$1.28M - $1.38M
|
9.4K
$434K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-13.2K- 27.19% |
$575K - $619K
|
35.5K
$1.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-7.01K- 50.0% |
$304K - $327K
|
7.01K
$324K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-6.22K- 17.85% |
$270K - $290K
|
28.6K
$1.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.79K- 0.63% |
$77.5K - $83.4K
|
284K
$13.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-1.59K- 11.86% |
$69K - $74.2K
|
11.8K
$546K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.47K- 88.01% |
$63.7K - $68.6K
|
200
$9.24K
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.05K- 6.22% |
$45.4K - $48.8K
|
15.8K
$728K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-1.01K- 62.23% |
$43.6K - $46.9K
|
610
$28.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1K- 15.93% |
$43.4K - $46.7K
|
5.28K
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-930- 0.33% |
$40.4K - $43.4K
|
284K
$13.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-732- 7.67% |
$31.8K - $34.2K
|
8.81K
$407K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-650- 7.05% |
$28.2K - $30.4K
|
8.57K
$396K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-537- 0.3% |
$23.3K - $25.1K
|
180K
$8.3M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-512- 5.76% |
$22.2K - $23.9K
|
8.38K
$387K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-500Closed |
$21.7K - $23.4K
|
0
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-459- 2.95% |
$19.9K - $21.4K
|
15.1K
$699K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-377- 1.94% |
$16.4K - $17.6K
|
19K
$879K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-250- 18.81% |
$10.9K - $11.7K
|
1.08K
$49.8K
|
|