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 15, 2025
Q4 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
799+ 0.28% |
$34.7K - $37.3K
|
285K
$12.6M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
144+ 2.27% |
$6.25K - $6.72K
|
6.48K
$287K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.75K- 1.54% |
$75.8K - $81.6K
|
112K
$4.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
17+ 0.26% |
$738 - $794
|
6.53K
$289K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-14.9K- 10.66% |
$648K - $697K
|
125K
$5.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-1.88K- 3.82% |
$81.7K - $87.9K
|
47.4K
$2.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
3.22K+ 2.98% |
$140K - $151K
|
111K
$4.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-459- 2.95% |
$19.9K - $21.4K
|
15.1K
$670K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.77K- 7.76% |
$207K - $223K
|
56.6K
$2.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
604+ 72.34% |
$26.2K - $28.2K
|
1.44K
$63.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
110+ 2.16% |
$4.77K - $5.14K
|
5.19K
$230K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-2.38K- 3.59% |
$103K - $111K
|
63.9K
$2.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-29.6K- 75.89% |
$1.28M - $1.38M
|
9.4K
$416K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-4.09K- 34.84% |
$177K - $191K
|
7.64K
$339K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-140- 0.91% |
$6.08K - $6.54K
|
15.2K
$674K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
27+ 0.33% |
$1.17K - $1.26K
|
8.17K
$362K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.39K+ 1.12% |
$60.2K - $64.7K
|
125K
$5.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
380New |
$16.5K - $17.7K
|
380
$16.8K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-12.5K- 46.72% |
$543K - $585K
|
14.3K
$633K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
23+ 0.19% |
$998 - $1.07K
|
12.1K
$536K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.49K- 4.21% |
$108K - $116K
|
56.7K
$2.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.37K- 1.78% |
$59.6K - $64.1K
|
75.9K
$3.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
568+ 11.71% |
$24.7K - $26.5K
|
5.42K
$240K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-384- 1.18% |
$16.7K - $17.9K
|
32.2K
$1.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-550- 5.77% |
$23.9K - $25.7K
|
8.97K
$398K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-250- 18.81% |
$10.9K - $11.7K
|
1.08K
$47.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
19+ 0.32% |
$825 - $887
|
5.93K
$263K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-100- 1.27% |
$4.34K - $4.67K
|
7.75K
$343K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-929- 0.33% |
$40.3K - $43.4K
|
280K
$12.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
18.6K+ 159.5% |
$809K - $870K
|
30.3K
$1.34M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-2.44K- 0.49% |
$106K - $114K
|
491K
$21.8M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.43M- 97.81% |
$149M - $160M
|
76.7K
$3.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
229+ 1.92% |
$9.94K - $10.7K
|
12.2K
$539K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-2.11K- 2.93% |
$91.4K - $98.4K
|
69.7K
$3.09M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-232- 2.16% |
$10.1K - $10.8K
|
10.5K
$466K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.96K+ 62.15% |
$172K - $185K
|
10.3K
$458K
|
|
| Q3 2024 | |||||||
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-4.46K- 31.83% |
$180K - $203K
|
9.55K
$423K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
533K+ 105.85% |
$21.6M - $24.3M
|
1.04M
$46M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-16.7K- 13.72% |
$677K - $762K
|
105K
$4.67M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-3.07K- 1.52% |
$124K - $140K
|
199K
$8.83M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.03K- 3.3% |
$203K - $229K
|
147K
$6.53M
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-66.4K- 88.14% |
$2.69M - $3.02M
|
8.93K
$396K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
4.66K+ 13.76% |
$188K - $212K
|
38.5K
$1.7M
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
9.1KNew |
$368K - $414K
|
9.1K
$403K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
42+ 0.87% |
$1.7K - $1.91K
|
4.89K
$216K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
5.67KNew |
$229K - $258K
|
5.67K
$251K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.53K+ 0.69% |
$143K - $161K
|
512K
$22.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.76K+ 10.92% |
$233K - $262K
|
58.5K
$2.59M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
41.5K+ 34.71% |
$1.68M - $1.89M
|
161K
$7.13M
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
152+ 0.5% |
$6.15K - $6.91K
|
30.4K
$1.35M
|
|