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 |
|---|---|---|---|---|---|---|---|
|
May 24, 2021
Q1 2021
|
Advisory Resource Group
|
SELL
|
- |
-273KClosed |
$9.43M - $10.5M
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Defined Wealth Management, LLC
|
SELL
|
- |
-434Closed |
$15K - $16.6K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-6.16KClosed |
$213K - $236K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-7.14KClosed |
$247K - $274K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-12.4KClosed |
$427K - $474K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
American Financial Advisors, LLC
|
SELL
|
- |
-6.68KClosed |
$231K - $256K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-228KClosed |
$7.9M - $8.76M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-175Closed |
$6.05K - $6.71K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
156New |
$5.39K - $5.98K
|
156
$6.94K
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.95KClosed |
$67.4K - $74.7K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-100Closed |
$3.46K - $3.83K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-10.6KClosed |
$365K - $404K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-586Closed |
$20.3K - $22.5K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1Closed |
$34.6 - $38.3
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Life Pro Asset Management
|
SELL
|
- |
-10.5KClosed |
$361K - $401K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-575Closed |
$19.9K - $22K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-968- 49.19% |
$33.5K - $37.1K
|
1K
$44.5K
|
|
|
Apr 22, 2021
Q1 2021
|
Barber Financial Group, Inc.
|
SELL
|
- |
-6.14KClosed |
$212K - $235K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-1.51KClosed |
$52.2K - $57.9K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-6.31KClosed |
$218K - $242K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.51K- 81.08% |
$52.1K - $57.8K
|
352
$15.7K
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-500Closed |
$15.7K - $17.6K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-371Closed |
$11.6K - $13.1K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Andesa Financial Management Inc.
|
SELL
|
- |
-7.68KClosed |
$241K - $271K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-50Closed |
$1.57K - $1.76K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
D.B. Root & Company, LLC
|
SELL
|
- |
-49.1KClosed |
$1.54M - $1.73M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-362Closed |
$11.3K - $12.8K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
1KNew |
$31.3K - $35.3K
|
1K
$44.5K
|
|
|
Feb 05, 2021
Q4 2020
|
Motco
|
SELL
|
- |
-529Closed |
$16.6K - $18.7K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
717New |
$22.5K - $25.3K
|
717
$31.9K
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-3.62KClosed |
$114K - $128K
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-15.8KClosed |
$496K - $558K
|
0
$0
|
|
|
Jan 13, 2021
Q4 2020
|
Arlington Partners LLC
|
SELL
|
- |
-3.1KClosed |
$97K - $109K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
10.1KNew |
$318K - $358K
|
10.1K
$452K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Aspire Private Capital, LLC
|
BUY
|
- |
222New |
$6.63K - $7.3K
|
222
$9.88K
|
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
10.4KNew |
$311K - $343K
|
10.4K
$464K
|
|
|
Nov 12, 2020
Q3 2020
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-8.67KClosed |
$259K - $285K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-65Closed |
$1.94K - $2.14K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-400Closed |
$11.9K - $13.2K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-967Closed |
$28.9K - $31.8K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
18.4KNew |
$550K - $605K
|
18.4K
$819K
|
|
|
Oct 20, 2020
Q3 2020
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-2.99K- 28.68% |
$89.4K - $98.4K
|
7.44K
$331K
|
|
|
Oct 16, 2020
Q3 2020
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-300Closed |
$8.96K - $9.86K
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Toth Financial Advisory Corp
|
SELL
|
- |
-59Closed |
$1.76K - $1.94K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Tsfg, LLC
|
SELL
|
- |
-4.71KClosed |
$141K - $155K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3.57K- 1.9% |
$93.7K - $118K
|
184K
$8.18M
|
|
|
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
152KNew |
$3.99M - $5.04M
|
152K
$6.76M
|
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-689Closed |
$18.1K - $22.9K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-225Closed |
$5.91K - $7.47K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-16.9KClosed |
$443K - $560K
|
0
$0
|
|