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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2020
Q2 2020
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-21.6KClosed |
$567K - $717K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-8.92KClosed |
$234K - $296K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Hc Advisors, LLC
|
SELL
|
- |
-8.92KClosed |
$234K - $296K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-27.6KClosed |
$726K - $918K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-66.9KClosed |
$1.76M - $2.22M
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1.53KClosed |
$40.1K - $50.7K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Milestone Advisory Partners
|
SELL
|
- |
-175KClosed |
$4.61M - $5.82M
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-15.8KClosed |
$414K - $523K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4.48KClosed |
$118K - $149K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Brookstone Capital Management
|
SELL
|
- |
-121KClosed |
$3.17M - $4M
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-170Closed |
$4.47K - $5.64K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-44.9KClosed |
$1.18M - $1.49M
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-145KClosed |
$3.81M - $4.81M
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-6.65KClosed |
$175K - $221K
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Wealth Advisors, Inc.
|
SELL
|
- |
-12.2KClosed |
$320K - $404K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Sep 08, 2021
Q1 2020
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-23.5KClosed |
$562K - $868K
|
0
$0
|
|
|
Dec 18, 2020
Q1 2020
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-6.71KClosed |
$160K - $248K
|
0
$0
|
|
|
May 18, 2020
Q1 2020
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.76KClosed |
$185K - $286K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Old Mission Capital LLC
|
SELL
|
- |
-19.4KClosed |
$463K - $716K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-5.76KClosed |
$137K - $212K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-632Closed |
$15.1K - $23.3K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Wt Wealth Management
|
SELL
|
- |
-18.6KClosed |
$444K - $685K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Avitas Wealth Management LLC
|
SELL
|
- |
-12.7KClosed |
$302K - $467K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-20.7KClosed |
$493K - $762K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-203KClosed |
$4.85M - $7.49M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-111Closed |
$2.65K - $4.09K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-7.58KClosed |
$181K - $280K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-105KClosed |
$2.51M - $3.88M
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-29.4KClosed |
$703K - $1.09M
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.19KClosed |
$28.3K - $43.7K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-321KClosed |
$7.68M - $11.9M
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-47.4KClosed |
$1.13M - $1.75M
|
0
$0
|
|
|
Apr 07, 2020
Q1 2020
|
Financial Services Advisory Inc
|
SELL
|
- |
-181KClosed |
$4.33M - $6.68M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 26, 2020
Q4 2019
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-5.74KClosed |
$194K - $207K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-495Closed |
$16.7K - $17.9K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.42KClosed |
$284K - $304K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-15Closed |
$507 - $541
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-303Closed |
$10.2K - $10.9K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-49Closed |
$1.66K - $1.77K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Private Ocean, LLC
|
SELL
|
- |
-64Closed |
$2.16K - $2.31K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Crewe Advisors LLC
|
SELL
|
- |
-84Closed |
$2.84K - $3.03K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-362Closed |
$12.2K - $13.1K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-2.61KClosed |
$88.2K - $94.1K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-5.78KClosed |
$195K - $209K
|
0
$0
|
|
|
Jan 21, 2020
Q4 2019
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-2.41KClosed |
$81.5K - $87.1K
|
0
$0
|
|
|
Jan 08, 2020
Q4 2019
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-1.5KClosed |
$50.7K - $54.1K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-500Closed |
$16.4K - $17.5K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Northstar Group, Inc.
|
SELL
|
- |
-5.98KClosed |
$197K - $210K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-4.03KClosed |
$132K - $141K
|
0
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-10KClosed |
$330K - $351K
|
0
$0
|
|