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 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-74- 0.25% |
$3.31K - $3.47K
|
29K
$1.33M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.56K- 22.75% |
$114K - $120K
|
8.69K
$399K
|
|
|
Nov 12, 2025
Q3 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-55.1K- 8.35% |
$2.47M - $2.58M
|
605K
$27.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
27.2KNew |
$1.22M - $1.28M
|
27.2K
$1.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
23.7KNew |
$1.06M - $1.11M
|
23.7K
$1.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
11.1KNew |
$495K - $518K
|
11.1K
$508K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
344+ 0.39% |
$15.4K - $16.1K
|
88.1K
$4.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-970- 6.23% |
$43.4K - $45.5K
|
14.6K
$670K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
32+ 0.38% |
$1.43K - $1.5K
|
8.51K
$391K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.23K- 4.35% |
$54.8K - $57.4K
|
26.9K
$1.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5+ 0.1% |
$224 - $234
|
4.98K
$229K
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Directions Inc
|
SELL
|
- |
-249- 2.22% |
$11.1K - $11.7K
|
11K
$505K
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.69K+ 0.22% |
$75.6K - $79.2K
|
764K
$35.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
45+ 0.25% |
$2.01K - $2.11K
|
18.2K
$835K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.02K+ 15.01% |
$90.5K - $94.8K
|
15.5K
$712K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
670+ 2.16% |
$30K - $31.4K
|
31.7K
$1.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-929- 14.78% |
$41.6K - $43.5K
|
5.36K
$246K
|
|
|
Nov 12, 2025
Q3 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
6+ 0.51% |
$268 - $281
|
1.17K
$53.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-250- 4.43% |
$11.2K - $11.7K
|
5.4K
$248K
|
|
|
Nov 10, 2025
Q3 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
100+ 0.55% |
$4.47K - $4.69K
|
18.2K
$835K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.08K- 8.0% |
$406K - $426K
|
104K
$4.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-336- 0.07% |
$15K - $15.7K
|
464K
$21.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3.81K+ 91.28% |
$171K - $179K
|
7.99K
$367K
|
|
|
Nov 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-54.1K- 34.87% |
$2.42M - $2.53M
|
101K
$4.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Ifs Group,Llc
York, PA |
BUY
|
- |
92.1KNew |
$4.12M - $4.32M
|
92.1K
$4.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-754- 4.49% |
$33.7K - $35.3K
|
16K
$737K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.52K- 12.28% |
$157K - $165K
|
25.2K
$1.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-707- 5.37% |
$31.6K - $33.1K
|
12.5K
$572K
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-100- 5.8% |
$4.47K - $4.69K
|
1.63K
$74.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Concentrum Wealth Management
|
BUY
|
- |
21.2K+ 11.34% |
$947K - $993K
|
208K
$9.55M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.3KNew |
$282K - $295K
|
6.3K
$289K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-50- 13.62% |
$2.24K - $2.34K
|
317
$14.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.57K+ 13.91% |
$70K - $73.4K
|
12.8K
$589K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
3.2K+ 6.88% |
$143K - $150K
|
49.7K
$2.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-1.06K- 4.14% |
$47.5K - $49.8K
|
24.6K
$1.13M
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
6.47KNew |
$289K - $303K
|
6.47K
$297K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-8.59K- 24.25% |
$384K - $402K
|
26.8K
$1.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-4.92K- 6.54% |
$220K - $230K
|
70.2K
$3.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
BUY
|
- |
4.39KNew |
$196K - $206K
|
4.39K
$201K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-675- 0.29% |
$30.2K - $31.6K
|
229K
$10.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-410- 2.49% |
$18.3K - $19.2K
|
16.1K
$738K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.06K- 1.0% |
$181K - $190K
|
404K
$18.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-329- 9.43% |
$14.7K - $15.4K
|
3.16K
$145K
|
|
|
Nov 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
5.34KNew |
$239K - $250K
|
5.34K
$245K
|
|
|
Nov 07, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-3- 0.04% |
$134 - $141
|
7.37K
$338K
|
|
|
Nov 07, 2025
Q3 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-8.62K- 17.02% |
$386K - $404K
|
42K
$1.93M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
773K+ 38.63% |
$34.6M - $36.2M
|
2.77M
$127M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-6.58K- 6.25% |
$294K - $308K
|
98.6K
$4.53M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
82+ 0.91% |
$3.67K - $3.84K
|
9.09K
$417K
|
|
|
Nov 07, 2025
Q3 2025
|
Holistic Financial Partners
|
BUY
|
- |
5.4K+ 2.2% |
$241K - $253K
|
251K
$11.5M
|
|