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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.83K- 42.22% |
$148K - $156K
|
5.23K
$233K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
145New |
$5.61K - $5.9K
|
145
$6.45K
|
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1K- 14.71% |
$38.7K - $40.7K
|
5.8K
$258K
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1.32KNew |
$51.1K - $53.8K
|
1.32K
$58.8K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-22.2K- 15.59% |
$858K - $903K
|
120K
$5.35M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-22.2K- 15.59% |
$858K - $903K
|
120K
$5.35M
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
938New |
$36.3K - $38.2K
|
938
$41.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
66New |
$2.55K - $2.69K
|
66
$2.94K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
263K+ 107.54% |
$10.2M - $10.7M
|
507K
$22.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-130- 9.62% |
$5.03K - $5.29K
|
1.22K
$54.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-600- 10.54% |
$23.2K - $24.4K
|
5.1K
$227K
|
|
| Q1 2023 | |||||||
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
618New |
$23.7K - $25.6K
|
618
$27.5K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.45KNew |
$248K - $267K
|
6.45K
$287K
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-163- 10.77% |
$6.26K - $6.74K
|
1.35K
$60.1K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-257- 20.45% |
$9.88K - $10.6K
|
1K
$44.5K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
215New |
$8.26K - $8.89K
|
215
$9.57K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-32.8K- 83.34% |
$1.26M - $1.36M
|
6.57K
$292K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-941- 6.58% |
$36.2K - $38.9K
|
13.4K
$595K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-926- 3.06% |
$35.6K - $38.3K
|
29.3K
$1.31M
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
SELL
|
- |
-1.24K- 19.11% |
$47.5K - $51.1K
|
5.23K
$233K
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
6.03KNew |
$232K - $250K
|
6.03K
$269K
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
15KNew |
$577K - $621K
|
15K
$668K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
103KNew |
$3.97M - $4.27M
|
103K
$4.59M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
304New |
$11.7K - $12.6K
|
304
$13.5K
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-44.7K- 84.0% |
$1.72M - $1.85M
|
8.52K
$379K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
294New |
$11.3K - $12.2K
|
294
$13.1K
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
1.09KNew |
$42K - $45.2K
|
1.09K
$48.6K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-438- 1.43% |
$16.8K - $18.1K
|
30.1K
$1.34M
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-9.56K- 48.44% |
$367K - $395K
|
10.2K
$453K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
682+ 265.37% |
$26.2K - $28.2K
|
939
$41.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
754New |
$29K - $31.2K
|
754
$33.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-137- 2.62% |
$5.26K - $5.67K
|
5.08K
$226K
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
5.15KNew |
$198K - $213K
|
5.15K
$229K
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
346KNew |
$13.3M - $14.3M
|
346K
$15.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
5.01KNew |
$192K - $207K
|
5.01K
$223K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2.57KNew |
$98.6K - $106K
|
2.57K
$114K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-11.6K- 5.02% |
$445K - $479K
|
219K
$9.76M
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
107New |
$4.11K - $4.43K
|
107
$4.76K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-18.1K- 22.07% |
$695K - $748K
|
63.9K
$2.84M
|
|
| Q4 2022 | |||||||
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
904New |
$32.2K - $37.5K
|
904
$40.2K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
888New |
$31.6K - $36.8K
|
888
$39.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.49KNew |
$231K - $269K
|
6.49K
$289K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
32.5K+ 16.16% |
$1.16M - $1.35M
|
234K
$10.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
452New |
$16.1K - $18.7K
|
452
$20.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-590K- 97.49% |
$21M - $24.5M
|
15.2K
$675K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.53KNew |
$89.9K - $105K
|
2.53K
$112K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.09KNew |
$38.9K - $45.3K
|
1.09K
$48.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
139+ 0.59% |
$4.95K - $5.76K
|
23.6K
$1.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
720+ 36.51% |
$25.6K - $29.9K
|
2.69K
$120K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
2+ 0.19% |
$71.2 - $82.9
|
1.08K
$48.2K
|
|