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 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.84K- 8.37% |
$127K - $133K
|
31.1K
$1.43M
|
|
|
Nov 13, 2025
Q3 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
131+ 1.14% |
$5.86K - $6.14K
|
11.6K
$535K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.48KNew |
$200K - $210K
|
4.48K
$206K
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-684- 1.62% |
$30.6K - $32.1K
|
41.5K
$1.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-100- 0.2% |
$4.47K - $4.69K
|
49.4K
$2.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-450- 8.15% |
$20.1K - $21.1K
|
5.07K
$233K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.37K+ 38.68% |
$106K - $111K
|
8.48K
$389K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.08K+ 7.56% |
$48.3K - $50.6K
|
15.4K
$705K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-3.2K- 25.51% |
$143K - $150K
|
9.35K
$429K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-38K- 4.09% |
$1.7M - $1.78M
|
890K
$40.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-3.04K- 6.32% |
$136K - $142K
|
45K
$2.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.54KNew |
$158K - $166K
|
3.54K
$162K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.3KNew |
$1.22M - $1.28M
|
27.3K
$1.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.33K+ 3.11% |
$104K - $109K
|
77.1K
$3.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
19.2K+ 45.1% |
$858K - $899K
|
61.7K
$2.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
SELL
|
- |
-6.31K- 11.89% |
$282K - $296K
|
46.8K
$2.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.28K- 2.27% |
$57.1K - $59.8K
|
54.9K
$2.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-17.8K- 2.32% |
$796K - $834K
|
748K
$34.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
121+ 0.06% |
$5.41K - $5.67K
|
212K
$9.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-8.66K- 35.75% |
$387K - $406K
|
15.6K
$714K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.71K- 0.41% |
$121K - $127K
|
653K
$30M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.9K- 1.71% |
$85K - $89K
|
109K
$5.01M
|
|
|
Nov 12, 2025
Q3 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.14K- 11.42% |
$51.1K - $53.5K
|
8.86K
$407K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-12.7K- 16.36% |
$567K - $594K
|
64.8K
$2.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.61K- 5.62% |
$117K - $122K
|
43.8K
$2.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-13.2K- 35.3% |
$592K - $620K
|
24.3K
$1.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.77K- 0.66% |
$79K - $82.8K
|
267K
$12.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
36.2K+ 1.6% |
$1.62M - $1.7M
|
2.3M
$106M
|
|
|
Nov 12, 2025
Q3 2025
|
1 St Source Bank
|
SELL
|
- |
-3.51K- 2.01% |
$157K - $164K
|
171K
$7.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
907+ 11.45% |
$40.6K - $42.5K
|
8.83K
$405K
|
|
|
Nov 12, 2025
Q3 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
12+ 0.13% |
$537 - $562
|
9.2K
$422K
|
|
|
Nov 12, 2025
Q3 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-3.13K- 20.79% |
$140K - $147K
|
11.9K
$548K
|
|
|
Nov 12, 2025
Q3 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
9+ 0.13% |
$403 - $422
|
6.7K
$307K
|
|
|
Nov 12, 2025
Q3 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-14.4K- 18.66% |
$646K - $676K
|
62.9K
$2.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1K- 12.27% |
$44.7K - $46.9K
|
7.15K
$328K
|
|
|
Nov 12, 2025
Q3 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-572- 1.82% |
$25.6K - $26.8K
|
30.8K
$1.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
253New |
$11.3K - $11.9K
|
253
$11.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.95KNew |
$266K - $279K
|
5.95K
$273K
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
291+ 0.96% |
$13K - $13.6K
|
30.6K
$1.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-290K- 15.92% |
$13M - $13.6M
|
1.53M
$70.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.8K- 1.83% |
$259K - $272K
|
310K
$14.3M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.88K- 8.92% |
$83.9K - $87.9K
|
19.1K
$879K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-18K- 28.54% |
$803K - $841K
|
44.9K
$2.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
339+ 27.9% |
$15.2K - $15.9K
|
1.55K
$71.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-17.7K- 4.2% |
$791K - $828K
|
403K
$18.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
23.7KNew |
$1.06M - $1.11M
|
23.7K
$1.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-946- 3.1% |
$42.3K - $44.3K
|
29.5K
$1.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-596- 2.83% |
$26.7K - $27.9K
|
20.4K
$939K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.76K+ 0.04% |
$302K - $317K
|
17.7M
$813M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
19.1K+ 82.17% |
$852K - $893K
|
42.2K
$1.94M
|
|