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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-650- 7.05% |
$28.2K - $30.4K
|
8.57K
$380K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-81- 0.58% |
$3.52K - $3.78K
|
13.9K
$615K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-76- 0.03% |
$3.3K - $3.55K
|
248K
$11M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.53% |
$86.8 - $93.4
|
377
$16.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-34.9K- 29.82% |
$1.51M - $1.63M
|
82.1K
$3.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
660+ 0.25% |
$28.6K - $30.8K
|
261K
$11.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.47KNew |
$237K - $255K
|
5.47K
$242K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-789- 2.16% |
$34.2K - $36.8K
|
35.7K
$1.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.11K+ 64.68% |
$135K - $145K
|
7.91K
$350K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.57K- 3.23% |
$68.2K - $73.4K
|
47.1K
$2.09M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.6K+ 151.4% |
$505K - $543K
|
19.3K
$856K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-185- 2.5% |
$8.03K - $8.64K
|
7.2K
$319K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
38.6K+ 47.52% |
$1.67M - $1.8M
|
120K
$5.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
29+ 0.59% |
$1.26K - $1.35K
|
4.97K
$220K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-2.1K- 2.38% |
$91.3K - $98.2K
|
86.3K
$3.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
806New |
$35K - $37.6K
|
806
$35.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 0.51% |
$86.8 - $93.4
|
391
$17.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.92K+ 1.89% |
$83.4K - $89.8K
|
103K
$4.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.23K+ 2.1% |
$53.5K - $57.6K
|
60.1K
$2.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-495- 3.78% |
$21.5K - $23.1K
|
12.6K
$558K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-6.62K- 20.82% |
$287K - $309K
|
25.2K
$1.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
122New |
$5.29K - $5.7K
|
122
$5.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.64K- 3.95% |
$71.2K - $76.6K
|
39.9K
$1.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3+ 0.13% |
$130 - $140
|
2.38K
$105K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-6.28K- 7.78% |
$273K - $293K
|
74.5K
$3.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-5.35K- 4.88% |
$232K - $250K
|
104K
$4.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-915- 16.19% |
$39.7K - $42.7K
|
4.74K
$210K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
35+ 0.64% |
$1.52K - $1.63K
|
5.52K
$245K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
3.46KNew |
$150K - $162K
|
3.46K
$153K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
347+ 0.2% |
$15.1K - $16.2K
|
174K
$7.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.97K- 26.59% |
$85.3K - $91.8K
|
5.43K
$240K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-995- 9.97% |
$43.2K - $46.5K
|
8.98K
$398K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.62K- 4.59% |
$200K - $216K
|
95.9K
$4.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
312+ 3.68% |
$13.5K - $14.6K
|
8.79K
$389K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-11.1K- 4.08% |
$480K - $517K
|
260K
$11.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18.1K+ 76.71% |
$786K - $846K
|
41.7K
$1.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
23.3KNew |
$1.01M - $1.09M
|
23.3K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-87K- 99.92% |
$3.77M - $4.06M
|
71
$3.15K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
661+ 2.77% |
$28.7K - $30.9K
|
24.5K
$1.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-923- 0.65% |
$40.1K - $43.1K
|
142K
$6.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
560+ 10.2% |
$24.3K - $26.2K
|
6.05K
$268K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-1.01K- 2.91% |
$43.6K - $46.9K
|
33.5K
$1.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-102- 0.57% |
$4.43K - $4.76K
|
17.7K
$785K
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-4.82K- 17.46% |
$209K - $225K
|
22.8K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
95+ 0.31% |
$4.12K - $4.44K
|
30.7K
$1.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-17.8K- 69.31% |
$774K - $833K
|
7.89K
$350K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
366+ 0.5% |
$15.9K - $17.1K
|
73.5K
$3.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
709+ 2.24% |
$30.8K - $33.1K
|
32.3K
$1.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
1.27K+ 1.67% |
$54.9K - $59.1K
|
77K
$3.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-435- 1.03% |
$18.9K - $20.3K
|
41.6K
$1.84M
|