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 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.79K- 0.63% |
$77.5K - $83.4K
|
284K
$12.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-99.1K- 6.72% |
$4.3M - $4.63M
|
1.38M
$61.2M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
14.2K+ 3.06% |
$615K - $662K
|
478K
$21.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-6- 0.08% |
$260 - $280
|
7.32K
$326K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-68.8K- 13.33% |
$2.99M - $3.21M
|
448K
$19.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.43KNew |
$149K - $160K
|
3.43K
$152K
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-793- 4.79% |
$34.4K - $37K
|
15.8K
$701K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-32.3K- 19.15% |
$1.4M - $1.51M
|
136K
$6.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
563New |
$24.4K - $26.3K
|
563
$25.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-4.84K- 4.47% |
$210K - $226K
|
103K
$4.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
139KNew |
$6.05M - $6.51M
|
139K
$6.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.6K+ 33.0% |
$460K - $495K
|
42.7K
$1.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-16.2K- 1.29% |
$701K - $754K
|
1.24M
$55M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-32.9K- 51.93% |
$1.43M - $1.54M
|
30.5K
$1.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
3.43K+ 1.76% |
$149K - $160K
|
198K
$8.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
210+ 1.43% |
$9.11K - $9.81K
|
14.9K
$661K
|
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
4.88KNew |
$212K - $228K
|
4.88K
$217K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.93K+ 27.67% |
$127K - $137K
|
13.5K
$601K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-659- 4.44% |
$28.6K - $30.8K
|
14.2K
$632K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-872- 3.87% |
$37.8K - $40.7K
|
21.6K
$963K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
9+ 0.64% |
$391 - $420
|
1.42K
$63.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-976- 12.02% |
$42.4K - $45.6K
|
7.14K
$318K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
7+ 0.61% |
$304 - $327
|
1.16K
$51.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-112- 0.28% |
$4.86K - $5.23K
|
40K
$1.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-17.2K- 10.79% |
$748K - $805K
|
143K
$6.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.15M- 97.64% |
$49.8M - $53.6M
|
27.7K
$1.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.03K- 4.79% |
$131K - $141K
|
60.1K
$2.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-723- 11.67% |
$31.4K - $33.8K
|
5.47K
$244K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
106+ 0.12% |
$4.6K - $4.95K
|
91.9K
$4.09M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-327- 0.51% |
$14.2K - $15.3K
|
64K
$2.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-14.1K- 27.67% |
$611K - $657K
|
36.8K
$1.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
7+ 0.67% |
$304 - $327
|
1.05K
$46.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
310KNew |
$13.4M - $14.5M
|
310K
$13.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
347+ 0.94% |
$15.1K - $16.2K
|
37.1K
$1.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
54.6KNew |
$2.37M - $2.55M
|
54.6K
$2.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-10.5K- 17.93% |
$455K - $490K
|
48K
$2.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-21.8K- 4.74% |
$948K - $1.02M
|
439K
$19.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-947- 12.15% |
$41.1K - $44.2K
|
6.85K
$305K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-12- 0.09% |
$521 - $560
|
13.7K
$610K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.86K- 2.75% |
$80.6K - $86.7K
|
65.7K
$2.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-215- 1.45% |
$9.33K - $10K
|
14.6K
$649K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-410- 2.99% |
$17.8K - $19.1K
|
13.3K
$592K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-4.78K- 3.23% |
$207K - $223K
|
143K
$6.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.6K+ 28.19% |
$69.2K - $74.5K
|
7.25K
$323K
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-2.44K- 2.21% |
$106K - $114K
|
108K
$4.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-2.04K- 14.7% |
$88.4K - $95.1K
|
11.8K
$526K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4.77K+ 4.78% |
$207K - $223K
|
104K
$4.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-349- 12.24% |
$15.1K - $16.3K
|
2.5K
$111K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
7.81KNew |
$339K - $365K
|
7.81K
$348K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
7+ 0.14% |
$304 - $327
|
4.87K
$217K
|