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 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.46K+ 3.68% |
$65.1K - $68.2K
|
41K
$1.88M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-65.6K- 2.14% |
$2.93M - $3.07M
|
3M
$138M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
12+ 14.12% |
$537 - $562
|
97
$4.45K
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-2.99K- 1.83% |
$134K - $140K
|
161K
$7.37M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-233- 0.29% |
$10.4K - $10.9K
|
80.1K
$3.68M
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
453+ 9.82% |
$20.3K - $21.2K
|
5.06K
$232K
|
|
|
Nov 03, 2025
Q3 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
317+ 0.4% |
$14.2K - $14.9K
|
80.3K
$3.69M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-22K- 1.64% |
$983K - $1.03M
|
1.32M
$60.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
31+ 0.56% |
$1.39K - $1.45K
|
5.62K
$258K
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-695- 2.28% |
$31.1K - $32.6K
|
29.8K
$1.37M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.08K- 1.05% |
$48.3K - $50.6K
|
102K
$4.67M
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-785- 6.33% |
$35.1K - $36.8K
|
11.6K
$533K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4.83K+ 5.6% |
$216K - $226K
|
91.1K
$4.18M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.71K- 11.07% |
$211K - $221K
|
37.9K
$1.74M
|
|
|
Nov 03, 2025
Q3 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-993- 7.83% |
$44.4K - $46.5K
|
11.7K
$537K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-31.2K- 6.53% |
$1.4M - $1.46M
|
446K
$20.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Treasure Coast Financial Planning
|
SELL
|
- |
-29.9K- 27.63% |
$1.34M - $1.4M
|
78.3K
$3.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.79K- 7.1% |
$125K - $131K
|
36.5K
$1.68M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-894- 0.96% |
$40K - $41.9K
|
92.7K
$4.25M
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.05% |
$134 - $141
|
5.81K
$267K
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-4.03K- 42.07% |
$180K - $189K
|
5.56K
$255K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-76- 19.9% |
$3.4K - $3.56K
|
306
$14K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
20+ 0.21% |
$895 - $937
|
9.55K
$438K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.7K- 14.89% |
$121K - $126K
|
15.4K
$708K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.17K+ 9.72% |
$52.2K - $54.7K
|
13.2K
$605K
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-309- 3.27% |
$13.8K - $14.5K
|
9.13K
$419K
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
9.29K+ 7.67% |
$416K - $435K
|
130K
$5.99M
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-8.03K- 7.43% |
$359K - $376K
|
100K
$4.59M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.73% |
$44.7 - $46.9
|
138
$6.34K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
381New |
$17K - $17.9K
|
381
$17.5K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.81K- 8.25% |
$126K - $132K
|
31.3K
$1.44M
|
|
|
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
|
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
|
|