Latest Institutional Transactions on First Tr Value Line Divid Inde (FVD)
This table provides information on the latest institutional transactions involving First Tr Value Line Divid Inde (FVD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.25K- 9.72% |
$56.3K - $57.9K
|
11.6K
$533K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
80+ 2.5% |
$3.6K - $3.7K
|
3.28K
$151K
|
|
|
Jan 16, 2026
Q4 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-900- 2.47% |
$40.5K - $41.6K
|
35.5K
$1.63M
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-668- 2.26% |
$30.1K - $30.9K
|
28.8K
$1.32M
|
|
|
Jan 15, 2026
Q4 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-1.66K- 2.92% |
$74.8K - $76.9K
|
55.3K
$2.54M
|
|
|
Jan 15, 2026
Q4 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
5+ 0.02% |
$225 - $231
|
22.8K
$1.05M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
392+ 8.41% |
$17.6K - $18.1K
|
5.06K
$232K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.5K- 0.65% |
$67.3K - $69.2K
|
229K
$10.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-1.07K- 5.86% |
$48.3K - $49.7K
|
17.2K
$792K
|
|
|
Jan 15, 2026
Q4 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
1.41K+ 0.86% |
$63.6K - $65.4K
|
166K
$7.63M
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
5.42K+ 9.62% |
$244K - $250K
|
61.7K
$2.83M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
243New |
$10.9K - $11.2K
|
243
$11.2K
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
7+ 0.13% |
$315 - $324
|
5.51K
$253K
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-228K- 40.8% |
$10.3M - $10.5M
|
331K
$15.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 0.83% |
$90 - $92.5
|
244
$11.2K
|
|
|
Jan 14, 2026
Q4 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-35- 0.02% |
$1.58K - $1.62K
|
161K
$7.37M
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
5.6K+ 2.35% |
$252K - $259K
|
244K
$11.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
558+ 0.48% |
$25.1K - $25.8K
|
117K
$5.37M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-31- 36.05% |
$1.4K - $1.43K
|
55
$2.53K
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-3.71K- 3.88% |
$167K - $171K
|
91.7K
$4.21M
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.67K- 2.11% |
$75K - $77.1K
|
77.3K
$3.55M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.41K- 11.73% |
$198K - $204K
|
33.2K
$1.52M
|
|
|
Jan 14, 2026
Q4 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-6.86K- 6.46% |
$309K - $317K
|
99.4K
$4.56M
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
15+ 0.03% |
$675 - $694
|
43.3K
$1.99M
|
|
|
Jan 14, 2026
Q4 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
4.76K+ 3.43% |
$214K - $220K
|
144K
$6.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-7.21K- 7.13% |
$324K - $333K
|
93.8K
$4.31M
|
|
|
Jan 13, 2026
Q4 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-20- 0.28% |
$900 - $925
|
7.13K
$327K
|
|
|
Jan 13, 2026
Q4 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-688- 0.62% |
$31K - $31.8K
|
111K
$5.09M
|
|
|
Jan 13, 2026
Q4 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
48.9K+ 60.88% |
$2.2M - $2.26M
|
129K
$5.93M
|
|
|
Jan 13, 2026
Q4 2025
|
Boston Premier Wealth LLC
Hanover, MA |
SELL
|
- |
-339K- 94.2% |
$15.2M - $15.7M
|
20.9K
$958K
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
323+ 2.64% |
$14.5K - $14.9K
|
12.6K
$577K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.59K- 22.56% |
$206K - $212K
|
15.7K
$723K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-260- 0.81% |
$11.7K - $12K
|
31.9K
$1.47M
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-104- 1.58% |
$4.68K - $4.81K
|
6.47K
$297K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-345- 0.92% |
$15.5K - $16K
|
37K
$1.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
3.65K+ 4.54% |
$164K - $169K
|
84.1K
$3.86M
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-1.5K- 11.04% |
$67.4K - $69.2K
|
12.1K
$554K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
12.3KNew |
$551K - $567K
|
12.3K
$563K
|
|
|
Jan 12, 2026
Q4 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-23- 0.43% |
$1.04K - $1.06K
|
5.33K
$245K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.04K- 11.83% |
$47K - $48.3K
|
7.78K
$357K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-340- 5.76% |
$15.3K - $15.7K
|
5.56K
$255K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-80- 1.58% |
$3.6K - $3.7K
|
4.99K
$229K
|
|
|
Jan 09, 2026
Q4 2025
|
Jvl Associates LLC
|
BUY
|
- |
17.4KNew |
$783K - $804K
|
17.4K
$799K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.72K- 6.41% |
$77.4K - $79.5K
|
25.1K
$1.15M
|
|
|
Jan 09, 2026
Q4 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
SELL
|
- |
-891- 5.17% |
$40.1K - $41.2K
|
16.4K
$751K
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
106+ 0.48% |
$4.77K - $4.9K
|
22.1K
$1.01M
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
SELL
|
- |
-140- 1.45% |
$6.3K - $6.48K
|
9.54K
$438K
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
82+ 0.99% |
$3.69K - $3.79K
|
8.32K
$382K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
16KNew |
$718K - $738K
|
16K
$732K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
774+ 0.26% |
$34.8K - $35.8K
|
296K
$13.6M
|
|