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 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.31K+ 1.14% |
$58.7K - $61.5K
|
116K
$5.34M
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.43KNew |
$198K - $208K
|
4.43K
$204K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
12.7K+ 4.56% |
$569K - $596K
|
291K
$13.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-201- 2.18% |
$8.99K - $9.42K
|
9.03K
$415K
|
|
|
Nov 07, 2025
Q3 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-663- 0.87% |
$29.7K - $31.1K
|
75.2K
$3.45M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
930+ 4.26% |
$41.6K - $43.6K
|
22.7K
$1.04M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-723- 3.21% |
$32.3K - $33.9K
|
21.8K
$1M
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
15.8K+ 151.98% |
$708K - $742K
|
26.3K
$1.21M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-12.1K- 8.08% |
$541K - $567K
|
138K
$6.31M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
10K+ 10.04% |
$448K - $469K
|
110K
$5.04M
|
|
|
Nov 07, 2025
Q3 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-5.54K- 3.52% |
$248K - $260K
|
152K
$6.97M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-46.9K- 5.7% |
$2.1M - $2.2M
|
776K
$35.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-98.3K- 65.16% |
$4.4M - $4.61M
|
52.6K
$2.41M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
SELL
|
- |
-1.27K- 8.02% |
$56.7K - $59.4K
|
14.5K
$667K
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1.54K+ 5.52% |
$69K - $72.3K
|
29.5K
$1.35M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-229- 1.25% |
$10.2K - $10.7K
|
18.1K
$831K
|
|
|
Nov 06, 2025
Q3 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-14.5K- 7.25% |
$650K - $681K
|
186K
$8.54M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.91K+ 21.02% |
$309K - $324K
|
39.8K
$1.83M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.89K+ 0.59% |
$84.5K - $88.5K
|
321K
$14.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-61- 0.61% |
$2.73K - $2.86K
|
9.92K
$456K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.5K+ 13.87% |
$201K - $211K
|
36.9K
$1.69M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
15.9K+ 8.12% |
$713K - $747K
|
212K
$9.75M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11.3K- 8.78% |
$506K - $530K
|
117K
$5.39M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
34New |
$1.52K - $1.59K
|
34
$1.56K
|
|
|
Nov 06, 2025
Q3 2025
|
1776 Wealth LLC
|
SELL
|
- |
-26- 0.02% |
$1.16K - $1.22K
|
135K
$6.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
900+ 0.65% |
$40.3K - $42.2K
|
140K
$6.44M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
47.1K+ 87.88% |
$2.11M - $2.21M
|
101K
$4.62M
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
12+ 0.15% |
$537 - $562
|
7.94K
$364K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.4K+ 1.2% |
$1M - $1.05M
|
1.88M
$86.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.24K- 18.33% |
$324K - $339K
|
32.3K
$1.48M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.02K- 1.22% |
$45.4K - $47.6K
|
82.2K
$3.77M
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
32+ 1.53% |
$1.43K - $1.5K
|
2.13K
$97.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-2.9K- 20.59% |
$130K - $136K
|
11.2K
$513K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1+ 0.0% |
$44.7 - $46.9
|
36.1K
$1.66M
|
|
|
Nov 05, 2025
Q3 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
4.62KNew |
$207K - $217K
|
4.62K
$212K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 0.08% |
$89.5 - $93.7
|
2.4K
$110K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.91K- 6.15% |
$85.5K - $89.6K
|
29.2K
$1.34M
|
|
|
Nov 05, 2025
Q3 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-6.18K- 5.5% |
$276K - $290K
|
106K
$4.88M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.24K+ 6.61% |
$55.4K - $58K
|
20K
$917K
|
|
|
Nov 05, 2025
Q3 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
5+ 0.6% |
$224 - $234
|
832
$38.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
365New |
$16.3K - $17.1K
|
365
$16.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
305New |
$13.6K - $14.3K
|
305
$14K
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-48.3K- 32.46% |
$2.16M - $2.26M
|
100K
$4.61M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.79K- 2.57% |
$125K - $131K
|
106K
$4.85M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-512- 7.52% |
$22.9K - $24K
|
6.3K
$289K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
931+ 0.57% |
$41.6K - $43.6K
|
164K
$7.51M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.55K+ 3.19% |
$248K - $260K
|
179K
$8.23M
|
|
|
Nov 05, 2025
Q3 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
583+ 0.56% |
$26.1K - $27.3K
|
105K
$4.82M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
134+ 0.2% |
$5.99K - $6.28K
|
66.7K
$3.06M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.57K+ 13.39% |
$70K - $73.4K
|
13.3K
$609K
|
|