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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
21.3K+ 47.51% |
$954K - $1M
|
66.2K
$3.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-52K- 47.24% |
$2.33M - $2.44M
|
58.1K
$2.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.44K- 26.81% |
$109K - $114K
|
6.67K
$306K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
16K+ 35.53% |
$717K - $752K
|
61.2K
$2.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-13.4K- 12.42% |
$598K - $626K
|
94.3K
$4.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
63.4K+ 3.12% |
$2.84M - $2.97M
|
2.1M
$96.3M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
789+ 6.69% |
$35.3K - $37K
|
12.6K
$578K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.86K- 1.36% |
$128K - $134K
|
207K
$9.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-4.77K- 26.98% |
$213K - $223K
|
12.9K
$592K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.75K- 3.32% |
$213K - $223K
|
138K
$6.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-22.7K- 4.73% |
$1.02M - $1.06M
|
458K
$21M
|
|
|
Nov 14, 2025
Q3 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
17.1KNew |
$764K - $801K
|
17.1K
$785K
|
|
|
Nov 14, 2025
Q3 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1.45K- 24.87% |
$64.8K - $67.9K
|
4.38K
$201K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.44K+ 16.47% |
$243K - $255K
|
38.5K
$1.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.81K+ 3.81% |
$260K - $272K
|
158K
$7.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.8K- 10.04% |
$481K - $504K
|
96.3K
$4.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1+ 0.02% |
$44.7 - $46.9
|
4.63K
$213K
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.95K+ 10.92% |
$87K - $91.1K
|
19.8K
$907K
|
|
|
Nov 14, 2025
Q3 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
438+ 5.91% |
$19.6K - $20.5K
|
7.85K
$360K
|
|
|
Nov 14, 2025
Q3 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-6.51K- 41.62% |
$291K - $305K
|
9.13K
$419K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16.4K- 31.43% |
$734K - $769K
|
35.8K
$1.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
41.5K+ 8.02% |
$1.86M - $1.95M
|
559K
$25.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-777- 5.96% |
$34.8K - $36.4K
|
12.3K
$563K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
304+ 38.48% |
$13.6K - $14.2K
|
1.09K
$50.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
845+ 14.35% |
$37.8K - $39.6K
|
6.73K
$309K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-194K- 3.26% |
$8.69M - $9.1M
|
5.77M
$265M
|
|
|
Nov 14, 2025
Q3 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-3.34K- 6.65% |
$149K - $156K
|
46.8K
$2.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-65K- 53.28% |
$2.91M - $3.05M
|
57K
$2.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
7.21K+ 48.94% |
$323K - $338K
|
21.9K
$1.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
479+ 1.88% |
$21.4K - $22.4K
|
26K
$1.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.19K+ 1.93% |
$322K - $337K
|
379K
$17.4M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-110- 0.03% |
$4.92K - $5.15K
|
411K
$18.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
4.89K+ 2.43% |
$219K - $229K
|
206K
$9.48M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.54KNew |
$68.8K - $72K
|
1.54K
$70.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-2.6K- 3.24% |
$116K - $122K
|
77.6K
$3.56M
|
|
|
Nov 13, 2025
Q3 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
16.2K+ 4.6% |
$726K - $760K
|
369K
$16.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
41K+ 26.63% |
$1.83M - $1.92M
|
195K
$8.96M
|
|
|
Nov 13, 2025
Q3 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-3.21K- 41.67% |
$143K - $150K
|
4.49K
$206K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-251- 11.72% |
$11.2K - $11.8K
|
1.89K
$86.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
17+ 0.02% |
$760 - $797
|
98.6K
$4.53M
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1.49K- 24.12% |
$66.8K - $70K
|
4.7K
$216K
|
|
|
Nov 13, 2025
Q3 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-3.21K- 4.73% |
$144K - $151K
|
64.7K
$2.97M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.07KNew |
$47.9K - $50.1K
|
1.07K
$49.1K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
16.6K+ 62.05% |
$743K - $779K
|
43.4K
$1.99M
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
6+ 0.52% |
$268 - $281
|
1.17K
$53.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-237K- 20.74% |
$10.6M - $11.1M
|
905K
$41.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-61- 0.47% |
$2.73K - $2.86K
|
12.9K
$591K
|
|
|
Nov 13, 2025
Q3 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-896- 1.93% |
$40.1K - $42K
|
45.6K
$2.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-201K- 3.29% |
$8.99M - $9.42M
|
5.91M
$271M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
91.1K+ 2.39% |
$4.07M - $4.27M
|
3.91M
$179M
|
|