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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-222- 3.1% |
$9.93K - $10.4K
|
6.93K
$318K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.25KNew |
$55.7K - $58.3K
|
1.25K
$57.2K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-2.62K- 94.4% |
$117K - $123K
|
155
$7.12K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
1.2K+ 0.29% |
$53.7K - $56.3K
|
416K
$19.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-2.03K- 4.79% |
$90.9K - $95.2K
|
40.4K
$1.85M
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
7.01K+ 5.32% |
$314K - $329K
|
139K
$6.38M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-944- 2.83% |
$42.2K - $44.2K
|
32.4K
$1.49M
|
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
SELL
|
- |
-34- 0.35% |
$1.52K - $1.59K
|
9.68K
$445K
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1K+ 7.0% |
$44.9K - $47K
|
15.4K
$705K
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
889+ 6.65% |
$39.8K - $41.7K
|
14.3K
$654K
|
|
|
Oct 06, 2025
Q3 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
BUY
|
- |
16K+ 101.34% |
$716K - $750K
|
31.8K
$1.46M
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-498- 7.59% |
$22.3K - $23.3K
|
6.06K
$278K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-676- 5.7% |
$30.2K - $31.7K
|
11.2K
$513K
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-20.3K- 6.05% |
$908K - $951K
|
315K
$14.5M
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
SELL
|
- |
-8.72K- 1.76% |
$390K - $408K
|
486K
$22.3M
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-3.64K- 7.08% |
$148K - $164K
|
47.7K
$2.19M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
235K+ 6.22% |
$9.53M - $10.6M
|
4.01M
$184M
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
53+ 0.29% |
$2.15K - $2.39K
|
18.2K
$835K
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
238New |
$9.67K - $10.7K
|
238
$10.9K
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
9.96KNew |
$405K - $449K
|
9.96K
$457K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
80New |
$3.25K - $3.61K
|
80
$3.67K
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
SELL
|
- |
-69.5K- 28.34% |
$2.82M - $3.13M
|
176K
$8.06M
|
|
|
Aug 25, 2025
Q2 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
6.13KNew |
$249K - $276K
|
6.13K
$281K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.33KNew |
$54.1K - $60.1K
|
1.33K
$61.1K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-889- 4.06% |
$36.1K - $40.1K
|
21K
$963K
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
160+ 0.58% |
$6.5K - $7.22K
|
27.9K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-520- 3.15% |
$21.1K - $23.5K
|
16K
$735K
|
|
|
Aug 14, 2025
Q2 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-400- 3.02% |
$16.2K - $18K
|
12.9K
$590K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.39KNew |
$178K - $198K
|
4.39K
$202K
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
4.79KNew |
$195K - $216K
|
4.79K
$220K
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
986+ 14.01% |
$40.1K - $44.5K
|
8.03K
$368K
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
24KNew |
$977K - $1.08M
|
24K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
15.8KNew |
$640K - $711K
|
15.8K
$724K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
692New |
$28.1K - $31.2K
|
692
$31.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
8.63KNew |
$350K - $389K
|
8.63K
$396K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3.29K- 90.85% |
$134K - $148K
|
331
$15.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
138KNew |
$5.59M - $6.21M
|
138K
$6.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-1.09K- 5.2% |
$44.3K - $49.2K
|
19.9K
$913K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-417- 4.89% |
$16.9K - $18.8K
|
8.11K
$372K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.33K+ 23.69% |
$94.4K - $105K
|
12.1K
$557K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
2+ 0.02% |
$81.2 - $90.2
|
10.7K
$491K
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-474- 9.25% |
$19.3K - $21.4K
|
4.65K
$214K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-50- 11.11% |
$2.03K - $2.26K
|
400
$18.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
6+ 0.08% |
$244 - $271
|
7.56K
$347K
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-2.51K- 23.01% |
$102K - $113K
|
8.41K
$386K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-410- 3.76% |
$16.7K - $18.5K
|
10.5K
$482K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-25- 0.34% |
$1.02K - $1.13K
|
7.29K
$335K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
67.9KNew |
$2.76M - $3.07M
|
67.9K
$3.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4.92K- 8.22% |
$200K - $222K
|
54.8K
$2.52M
|
|