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 |
|---|---|---|---|---|---|---|---|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-656- 3.19% |
$25.4K - $26.7K
|
19.9K
$903K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-629- 7.98% |
$24.3K - $25.6K
|
7.26K
$329K
|
|
|
Jul 17, 2023
Q2 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-600- 10.54% |
$23.2K - $24.4K
|
5.1K
$231K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-206- 0.51% |
$7.96K - $8.39K
|
40.4K
$1.83M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-130- 9.62% |
$5.03K - $5.29K
|
1.22K
$55.3K
|
|
| Q1 2023 | |||||||
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-44.7K- 84.0% |
$1.72M - $1.85M
|
8.52K
$386K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-32.8K- 83.34% |
$1.26M - $1.36M
|
6.57K
$297K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-18.1K- 22.07% |
$695K - $748K
|
63.9K
$2.89M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-11.6K- 5.02% |
$445K - $479K
|
219K
$9.93M
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-9.56K- 48.44% |
$367K - $395K
|
10.2K
$461K
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
SELL
|
- |
-1.24K- 19.11% |
$47.5K - $51.1K
|
5.23K
$237K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-926- 3.06% |
$35.6K - $38.3K
|
29.3K
$1.33M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-438- 1.43% |
$16.8K - $18.1K
|
30.1K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-257- 20.45% |
$9.88K - $10.6K
|
1K
$45.3K
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-163- 10.77% |
$6.26K - $6.74K
|
1.35K
$61.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-137- 2.62% |
$5.26K - $5.67K
|
5.08K
$230K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-590K- 97.49% |
$21M - $24.5M
|
15.2K
$687K
|
|
|
Feb 09, 2023
Q4 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-10K- 20.6% |
$357K - $416K
|
38.6K
$1.75M
|
|
|
Feb 10, 2023
Q4 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-2.51K- 6.78% |
$89.2K - $104K
|
34.5K
$1.56M
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-2.23K- 1.21% |
$79.6K - $92.6K
|
182K
$8.24M
|
|
|
Jan 10, 2023
Q4 2022
|
Signature Wealth Management Group
|
SELL
|
- |
-1.07K- 14.7% |
$38.2K - $44.4K
|
6.22K
$282K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-589- 27.5% |
$21K - $24.4K
|
1.55K
$70.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-323- 0.8% |
$11.5K - $13.4K
|
40.3K
$1.82M
|
|
|
Jan 23, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-303- 1.24% |
$10.8K - $12.6K
|
24.1K
$1.09M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-2.39K- 28.53% |
$85.6K - $101K
|
5.99K
$271K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.69K- 71.46% |
$60.6K - $71.5K
|
676
$30.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-318- 5.25% |
$11.4K - $13.4K
|
5.74K
$260K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-217- 2.17% |
$7.77K - $9.16K
|
9.77K
$442K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-116- 1.02% |
$4.15K - $4.9K
|
11.2K
$509K
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-18Closed |
$644 - $760
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-26.4KClosed |
$984K - $1.14M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
G&S Capital LLC
|
SELL
|
- |
-23.1KClosed |
$861K - $995K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Asset Management Resources, LLC
|
SELL
|
- |
-7.33KClosed |
$273K - $315K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-6.83KClosed |
$254K - $294K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-6KClosed |
$223K - $258K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Tkg Advisors, LLC
|
SELL
|
- |
-5.74KClosed |
$214K - $247K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-5.65KClosed |
$210K - $243K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-5.41KClosed |
$202K - $233K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Mendel Capital Management LLC
|
SELL
|
- |
-4.99KClosed |
$186K - $215K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-4.49KClosed |
$167K - $193K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-3.75KClosed |
$140K - $161K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-703Closed |
$26.2K - $30.2K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-566- 0.9% |
$21.1K - $24.3K
|
62K
$2.81M
|
|
|
Aug 15, 2022
Q2 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-503Closed |
$18.7K - $21.6K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-340Closed |
$12.7K - $14.6K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-255Closed |
$9.5K - $11K
|
0
$0
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-150- 14.52% |
$5.59K - $6.45K
|
883
$40K
|
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-65- 0.94% |
$2.42K - $2.8K
|
6.88K
$312K
|
|
| Q1 2022 | |||||||
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-296KClosed |
$11.8M - $12.7M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-69.8KClosed |
$2.79M - $3.01M
|
0
$0
|
|