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 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1K- 16.67% |
$39.9K - $42.2K
|
5K
$226K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-982- 14.14% |
$39.2K - $41.5K
|
5.96K
$270K
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-531- 75.64% |
$21.2K - $22.4K
|
171
$7.74K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-526- 9.21% |
$21K - $22.2K
|
5.19K
$235K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-526- 9.21% |
$21K - $22.2K
|
5.19K
$235K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-400- 11.11% |
$16K - $16.9K
|
3.2K
$145K
|
|
|
May 07, 2024
Q1 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-385- 4.99% |
$15.4K - $16.3K
|
7.33K
$332K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-225- 7.96% |
$8.99K - $9.5K
|
2.6K
$118K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-124- 79.49% |
$4.95K - $5.24K
|
32
$1.45K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-98- 3.02% |
$3.91K - $4.14K
|
3.15K
$143K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-50- 2.82% |
$2K - $2.11K
|
1.73K
$78.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-36- 0.49% |
$1.44K - $1.52K
|
7.36K
$333K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-24- 0.45% |
$959 - $1.01K
|
5.25K
$238K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-14K- 64.07% |
$505K - $569K
|
7.85K
$356K
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-12.2KClosed |
$439K - $494K
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-10.4K- 26.64% |
$375K - $422K
|
28.6K
$1.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-6.65KClosed |
$240K - $270K
|
0
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.55K- 5.34% |
$55.8K - $62.9K
|
27.4K
$1.24M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-463- 1.84% |
$16.7K - $18.8K
|
24.6K
$1.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-336- 69.14% |
$12.1K - $13.7K
|
150
$6.79K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-175- 3.02% |
$6.32K - $7.11K
|
5.63K
$255K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-100- 0.57% |
$3.61K - $4.06K
|
17.4K
$788K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-73- 0.67% |
$2.63K - $2.97K
|
10.9K
$494K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-349K- 98.05% |
$13M - $14.3M
|
6.93K
$314K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-99.2K- 13.56% |
$3.71M - $4.08M
|
632K
$28.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-16.4K- 64.97% |
$613K - $674K
|
8.84K
$400K
|
|
|
Nov 27, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-15K- 91.79% |
$563K - $619K
|
1.35K
$61K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-12.4K- 21.61% |
$464K - $511K
|
45.1K
$2.04M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.06K- 2.15% |
$39.6K - $43.5K
|
48.3K
$2.19M
|
|
|
Nov 09, 2023
Q3 2023
|
Riverstone Advisors, LLC
|
SELL
|
- |
-951- 13.68% |
$35.6K - $39.1K
|
6K
$272K
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-704- 5.05% |
$26.3K - $28.9K
|
13.2K
$600K
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-553- 55.13% |
$20.7K - $22.7K
|
450
$20.4K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-488- 76.73% |
$18.2K - $20.1K
|
148
$6.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-51- 0.72% |
$1.91K - $2.1K
|
7.04K
$319K
|
|
| Q2 2023 | |||||||
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-129K- 72.85% |
$5M - $5.27M
|
48.2K
$2.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-77.5K- 23.92% |
$3M - $3.16M
|
246K
$11.2M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-22.2K- 15.59% |
$858K - $903K
|
120K
$5.44M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-22.2K- 15.59% |
$858K - $903K
|
120K
$5.44M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-13.7K- 2.78% |
$531K - $559K
|
481K
$21.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-5.81K- 47.31% |
$225K - $237K
|
6.47K
$293K
|
|
|
Aug 08, 2023
Q2 2023
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-5.06K- 2.59% |
$196K - $206K
|
190K
$8.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.83K- 42.22% |
$148K - $156K
|
5.23K
$237K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.45K- 12.27% |
$133K - $140K
|
24.7K
$1.12M
|
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.71K- 19.87% |
$105K - $111K
|
10.9K
$496K
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.82K- 8.6% |
$70.4K - $74.2K
|
19.4K
$876K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.81K- 8.87% |
$70K - $73.7K
|
18.6K
$842K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.51K- 27.41% |
$58.2K - $61.3K
|
3.99K
$180K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.32K- 11.63% |
$51K - $53.7K
|
10K
$453K
|
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1K- 14.71% |
$38.7K - $40.7K
|
5.8K
$263K
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-795- 13.08% |
$30.7K - $32.4K
|
5.28K
$239K
|
|