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 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.79K- 7.74% |
$72.4K - $81.4K
|
21.3K
$945K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
16K+ 4144.44% |
$649K - $730K
|
16.4K
$728K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
38.5K+ 26.51% |
$1.56M - $1.75M
|
184K
$8.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
510New |
$20.6K - $23.2K
|
510
$22.6K
|
|
|
Nov 14, 2024
Q3 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
9.38KNew |
$380K - $427K
|
9.38K
$416K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
15.5KNew |
$626K - $704K
|
15.5K
$686K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-17.2K- 26.06% |
$695K - $781K
|
48.7K
$2.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-460- 2.02% |
$18.6K - $20.9K
|
22.3K
$987K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6+ 0.65% |
$243 - $273
|
931
$41.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-614K- 35.03% |
$24.8M - $27.9M
|
1.14M
$50.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
461New |
$18.6K - $21K
|
461
$20.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
1.02K+ 5.71% |
$41.3K - $46.4K
|
18.9K
$836K
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
11.4KNew |
$461K - $519K
|
11.4K
$505K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
24.8KNew |
$1M - $1.13M
|
24.8K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.46K- 19.42% |
$59.2K - $66.6K
|
6.07K
$269K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-221- 5.19% |
$8.94K - $10.1K
|
4.04K
$179K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-75- 14.94% |
$3.03K - $3.41K
|
427
$18.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
BUY
|
- |
1.88K+ 1.22% |
$76.1K - $85.6K
|
157K
$6.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-24.7K- 2.46% |
$1M - $1.13M
|
981K
$43.5M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.42KNew |
$179K - $201K
|
4.42K
$196K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
6.58KNew |
$266K - $299K
|
6.58K
$291K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-244K- 3.38% |
$9.88M - $11.1M
|
6.98M
$309M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
57+ 0.51% |
$2.31K - $2.59K
|
11.3K
$502K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13.9K- 3.22% |
$564K - $634K
|
419K
$18.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-208K- 28.71% |
$8.42M - $9.47M
|
517K
$22.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.71K- 23.59% |
$69K - $77.7K
|
5.53K
$245K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
951New |
$38.5K - $43.3K
|
951
$42.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.67K- 14.77% |
$67.6K - $76K
|
9.65K
$427K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-183K- 8.09% |
$7.4M - $8.32M
|
2.08M
$92M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.2KNew |
$454K - $510K
|
11.2K
$497K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-6.77K- 13.17% |
$274K - $308K
|
44.6K
$1.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.85K+ 3.15% |
$74.9K - $84.2K
|
60.7K
$2.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-12.4K- 21.47% |
$502K - $565K
|
45.4K
$2.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.86K- 6.32% |
$318K - $357K
|
116K
$5.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
998+ 1.37% |
$40.4K - $45.4K
|
73.7K
$3.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-143- 14.52% |
$5.78K - $6.51K
|
842
$37.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-7.78K- 1.62% |
$315K - $354K
|
472K
$20.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.28K- 0.56% |
$51.6K - $58K
|
227K
$10M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.36K- 9.62% |
$55.1K - $62K
|
12.8K
$567K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-15K- 27.65% |
$605K - $680K
|
39.1K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-14.5K- 2.97% |
$587K - $660K
|
474K
$21M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
787+ 6.88% |
$31.8K - $35.8K
|
12.2K
$542K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.59K- 12.58% |
$64.3K - $72.3K
|
11K
$489K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
38.4KNew |
$1.55M - $1.75M
|
38.4K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
1.39K+ 11.54% |
$56K - $63K
|
13.4K
$593K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
16+ 0.12% |
$647 - $728
|
13.5K
$600K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-370- 1.87% |
$15K - $16.8K
|
19.4K
$859K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-3.87K- 32.53% |
$157K - $176K
|
8.03K
$356K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-268K- 90.25% |
$10.8M - $12.2M
|
29K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-423- 5.59% |
$17.1K - $19.2K
|
7.15K
$317K
|