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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.5K- 50.0% |
$59.9K - $63.3K
|
1.5K
$66.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-1.09K- 49.98% |
$43.7K - $46.2K
|
1.09K
$48.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-24- 0.45% |
$959 - $1.01K
|
5.25K
$233K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
778+ 0.66% |
$31.1K - $32.9K
|
118K
$5.24M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-526- 9.21% |
$21K - $22.2K
|
5.19K
$230K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.11KNew |
$44.5K - $47K
|
1.11K
$49.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-36- 0.49% |
$1.44K - $1.52K
|
7.36K
$326K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
6.08K+ 15.19% |
$243K - $257K
|
46.1K
$2.04M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-982- 14.14% |
$39.2K - $41.5K
|
5.96K
$264K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
70New |
$2.8K - $2.96K
|
70
$3.1K
|
|
| Q4 2023 | |||||||
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-12.2KClosed |
$439K - $494K
|
0
$0
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
9.18KNew |
$331K - $373K
|
9.18K
$407K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
262New |
$9.46K - $10.6K
|
262
$11.6K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
625New |
$22.6K - $25.4K
|
625
$27.7K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
158+ 0.86% |
$5.7K - $6.42K
|
18.5K
$822K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3.2KNew |
$115K - $130K
|
3.2K
$142K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
43New |
$1.55K - $1.75K
|
43
$1.91K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
231New |
$8.34K - $9.39K
|
231
$10.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
64New |
$2.31K - $2.6K
|
64
$2.84K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.8K+ 26.02% |
$64.8K - $73K
|
8.7K
$386K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-14K- 64.07% |
$505K - $569K
|
7.85K
$348K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
24KNew |
$866K - $975K
|
24K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
34.9KNew |
$1.26M - $1.42M
|
34.9K
$1.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
746New |
$26.9K - $30.3K
|
746
$33.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
100+ 0.77% |
$3.61K - $4.06K
|
13.1K
$583K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
300New |
$10.8K - $12.2K
|
300
$13.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
5.38KNew |
$194K - $218K
|
5.38K
$238K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
13.3KNew |
$481K - $542K
|
13.3K
$591K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-336- 69.14% |
$12.1K - $13.7K
|
150
$6.65K
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-10.4K- 26.64% |
$375K - $422K
|
28.6K
$1.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-211K- 96.72% |
$7.6M - $8.55M
|
7.15K
$317K
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-311- 4.41% |
$11.2K - $12.6K
|
6.74K
$299K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-463- 1.84% |
$16.7K - $18.8K
|
24.6K
$1.09M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
6.11KNew |
$220K - $248K
|
6.11K
$271K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-73- 0.67% |
$2.63K - $2.97K
|
10.9K
$483K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
480+ 0.55% |
$17.3K - $19.5K
|
87.9K
$3.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.55K- 5.34% |
$55.8K - $62.9K
|
27.4K
$1.22M
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-6.65KClosed |
$240K - $270K
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-100- 0.57% |
$3.61K - $4.06K
|
17.4K
$771K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
17.9KNew |
$646K - $727K
|
17.9K
$793K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
6.31KNew |
$228K - $256K
|
6.31K
$280K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
7.17KNew |
$259K - $291K
|
7.17K
$318K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
9KNew |
$325K - $366K
|
9K
$399K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
503+ 0.67% |
$18.2K - $20.4K
|
75.4K
$3.34M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-175- 3.02% |
$6.32K - $7.11K
|
5.63K
$249K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3+ 0.01% |
$108 - $122
|
32.7K
$1.45M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
3.5KNew |
$126K - $142K
|
3.5K
$155K
|
|
| Q3 2023 | |||||||
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
BUY
|
- |
30.8KNew |
$1.15M - $1.27M
|
30.8K
$1.37M
|
|
|
Nov 27, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-15K- 91.79% |
$563K - $619K
|
1.35K
$59.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
260New |
$9.72K - $10.7K
|
260
$11.5K
|
|