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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
72.5KNew |
$3.24M - $3.4M
|
72.5K
$3.33M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.5K- 9.49% |
$156K - $164K
|
33.4K
$1.53M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-2.78K- 13.38% |
$124K - $130K
|
18K
$825K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
666+ 2.7% |
$29.8K - $31.2K
|
25.3K
$1.16M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-28.5K- 18.59% |
$1.27M - $1.34M
|
125K
$5.73M
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-708- 32.31% |
$31.7K - $33.2K
|
1.48K
$68.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-405- 2.57% |
$18.1K - $19K
|
15.4K
$705K
|
|
|
Oct 30, 2025
Q3 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-572- 1.52% |
$25.6K - $26.8K
|
37.1K
$1.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-13K- 9.42% |
$581K - $608K
|
125K
$5.73M
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
BUY
|
- |
6.64K+ 13.38% |
$297K - $311K
|
56.3K
$2.58M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4K+ 1.66% |
$179K - $187K
|
245K
$11.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Whelan Financial
|
BUY
|
- |
5.29KNew |
$237K - $248K
|
5.29K
$243K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-4.3K- 10.32% |
$192K - $202K
|
37.4K
$1.72M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.47K- 0.83% |
$111K - $116K
|
296K
$13.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.87K+ 7.65% |
$397K - $416K
|
125K
$5.73M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.84K+ 30.27% |
$127K - $133K
|
12.2K
$561K
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-1.07K- 3.27% |
$47.9K - $50.2K
|
31.7K
$1.46M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.01K- 7.43% |
$45.1K - $47.3K
|
12.6K
$577K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.07K- 3.29% |
$137K - $144K
|
90.1K
$4.13M
|
|
|
Oct 29, 2025
Q3 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
34+ 0.55% |
$1.52K - $1.59K
|
6.2K
$285K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-380- 18.1% |
$17K - $17.8K
|
1.72K
$78.9K
|
|
|
Oct 28, 2025
Q3 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
6+ 0.13% |
$268 - $281
|
4.78K
$219K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-512- 9.46% |
$22.9K - $24K
|
4.9K
$225K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.72K+ 2.14% |
$76.7K - $80.4K
|
81.9K
$3.76M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9+ 0.18% |
$403 - $422
|
4.9K
$225K
|
|
|
Oct 28, 2025
Q3 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
612+ 4.39% |
$27.4K - $28.7K
|
14.6K
$669K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-12.7K- 99.28% |
$567K - $594K
|
92
$4.22K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-436- 10.68% |
$19.5K - $20.4K
|
3.65K
$167K
|
|
|
Oct 27, 2025
Q3 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-301- 2.05% |
$13.5K - $14.1K
|
14.4K
$659K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
5.54K+ 202.52% |
$248K - $259K
|
8.27K
$380K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-46.1K- 7.8% |
$2.06M - $2.16M
|
545K
$25M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-8.17K- 9.16% |
$365K - $383K
|
81K
$3.72M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-15K- 3.54% |
$671K - $703K
|
409K
$18.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
14.4K+ 53.3% |
$645K - $675K
|
41.4K
$1.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.39K- 1.31% |
$62.4K - $65.3K
|
105K
$4.82M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
160+ 2.47% |
$7.16K - $7.5K
|
6.65K
$305K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
11+ 0.55% |
$492 - $515
|
2.01K
$92.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
1.79KNew |
$80.1K - $83.9K
|
1.79K
$82.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-125- 0.18% |
$5.59K - $5.86K
|
69.7K
$3.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
7.9K+ 44.95% |
$354K - $370K
|
25.5K
$1.17M
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.67K- 5.22% |
$74.6K - $78.2K
|
30.3K
$1.39M
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-12.9K- 18.93% |
$576K - $603K
|
55.2K
$2.53M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.28K+ 4.58% |
$57.1K - $59.8K
|
29.1K
$1.34M
|
|
|
Oct 27, 2025
Q3 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
749+ 0.68% |
$33.5K - $35.1K
|
111K
$5.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
6.22K+ 1.76% |
$278K - $292K
|
360K
$16.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-4.44K- 5.28% |
$198K - $208K
|
79.5K
$3.65M
|
|
|
Oct 27, 2025
Q3 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
SELL
|
- |
-227- 1.3% |
$10.2K - $10.6K
|
17.2K
$792K
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.97K+ 3.4% |
$87.9K - $92.1K
|
59.7K
$2.74M
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-175- 0.53% |
$7.83K - $8.2K
|
32.8K
$1.51M
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
9.78KNew |
$437K - $458K
|
9.78K
$449K
|
|