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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-65- 2.06% |
$2.82K - $3.04K
|
3.09K
$140K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-60- 14.05% |
$2.6K - $2.8K
|
367
$16.6K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-46- 9.64% |
$2K - $2.15K
|
431
$19.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-17- 0.21% |
$738 - $794
|
8.15K
$369K
|
|
|
Jan 31, 2025
Q4 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-6- 0.08% |
$260 - $280
|
7.32K
$331K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-735K- 15.75% |
$29.7M - $33.4M
|
3.93M
$178M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-188K- 4.87% |
$7.59M - $8.54M
|
3.66M
$166M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-30.7K- 60.36% |
$1.24M - $1.4M
|
20.2K
$914K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-12.4K- 21.47% |
$502K - $565K
|
45.4K
$2.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-3.87K- 32.53% |
$157K - $176K
|
8.03K
$364K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-3.67K- 12.35% |
$149K - $167K
|
26.1K
$1.18M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-2.23K- 18.88% |
$90.1K - $101K
|
9.57K
$433K
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-2.19K- 79.41% |
$88.5K - $99.5K
|
567
$25.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-1.15K- 41.74% |
$46.3K - $52.1K
|
1.6K
$72.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-840- 7.14% |
$34K - $38.2K
|
10.9K
$495K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-800- 7.97% |
$32.4K - $36.4K
|
9.23K
$418K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-631- 12.46% |
$25.5K - $28.7K
|
4.44K
$201K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-631Closed |
$25.5K - $28.7K
|
0
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-622- 23.72% |
$25.2K - $28.3K
|
2K
$90.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-615- 0.79% |
$24.9K - $28K
|
77.6K
$3.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-450- 5.41% |
$18.2K - $20.5K
|
7.87K
$356K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-442- 94.65% |
$17.9K - $20.1K
|
25
$1.13K
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-437- 7.0% |
$17.7K - $19.9K
|
5.8K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-294- 12.78% |
$11.9K - $13.4K
|
2.01K
$90.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-245- 4.45% |
$9.91K - $11.1K
|
5.26K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-221- 5.19% |
$8.94K - $10.1K
|
4.04K
$183K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-180- 0.37% |
$7.28K - $8.19K
|
48.8K
$2.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-143- 14.52% |
$5.78K - $6.51K
|
842
$38.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-99- 1.93% |
$4K - $4.5K
|
5.03K
$228K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-166K- 59.61% |
$6.63M - $7.04M
|
112K
$5.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-14.7K- 35.79% |
$586K - $622K
|
26.3K
$1.19M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-10.5K- 65.65% |
$419K - $445K
|
5.49K
$249K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-8.97K- 1.77% |
$358K - $380K
|
499K
$22.6M
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-7.13K- 28.88% |
$285K - $302K
|
17.5K
$795K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-5.42K- 29.66% |
$216K - $230K
|
12.9K
$582K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-5.3K- 37.16% |
$212K - $225K
|
8.97K
$406K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.53K- 74.27% |
$181K - $192K
|
1.57K
$71.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.88K- 72.15% |
$115K - $122K
|
1.11K
$50.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-855- 1.6% |
$34.1K - $36.3K
|
52.7K
$2.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-430- 3.42% |
$17.2K - $18.2K
|
12.2K
$551K
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-147- 0.29% |
$5.87K - $6.24K
|
50.7K
$2.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-35- 8.88% |
$1.4K - $1.49K
|
359
$16.3K
|
|
| Q1 2024 | |||||||
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-29.3K- 60.64% |
$1.17M - $1.24M
|
19K
$863K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.1K- 2.28% |
$445K - $470K
|
477K
$21.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-7.83K- 26.5% |
$313K - $330K
|
21.7K
$983K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-5.98K- 4.38% |
$239K - $252K
|
131K
$5.92M
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.5K- 50.0% |
$59.9K - $63.3K
|
1.5K
$67.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-1.09K- 6.26% |
$43.7K - $46.2K
|
16.4K
$742K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-1.09K- 49.98% |
$43.7K - $46.2K
|
1.09K
$49.5K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
SELL
|
- |
-1.04K- 51.23% |
$41.6K - $44K
|
991
$44.9K
|
|