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 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
14.2K+ 4005.92% |
$636K - $666K
|
14.6K
$669K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-255- 2.89% |
$11.4K - $11.9K
|
8.56K
$393K
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-13- 0.18% |
$581 - $609
|
7.37K
$338K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.74K+ 16.47% |
$77.6K - $81.3K
|
12.3K
$563K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
35+ 0.59% |
$1.57K - $1.64K
|
5.96K
$274K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.5K+ 7.01% |
$67K - $70.1K
|
22.8K
$1.05M
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
8.27K+ 52.35% |
$370K - $388K
|
24.1K
$1.11M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-460Closed |
$20.6K - $21.6K
|
0
$0
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1.19K- 19.49% |
$53.1K - $55.7K
|
4.91K
$225K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.66K+ 4.56% |
$119K - $125K
|
61K
$2.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
19.5K+ 4811.33% |
$874K - $915K
|
19.9K
$915K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.42K- 6.35% |
$108K - $113K
|
35.7K
$1.64M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
16+ 0.21% |
$716 - $750
|
7.62K
$350K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.54K- 3.94% |
$69.1K - $72.4K
|
37.6K
$1.73M
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.44KNew |
$154K - $161K
|
3.44K
$158K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
42.8K+ 8.52% |
$1.92M - $2.01M
|
546K
$25M
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-5.11K- 29.57% |
$228K - $239K
|
12.2K
$558K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.79K- 7.1% |
$125K - $131K
|
36.5K
$1.68M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
466New |
$20.8K - $21.8K
|
466
$21.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
SELL
|
- |
-284- 0.9% |
$12.7K - $13.3K
|
31.4K
$1.44M
|
|
|
Oct 23, 2025
Q3 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-29- 0.04% |
$1.3K - $1.36K
|
72.2K
$3.32M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-44- 0.05% |
$1.97K - $2.06K
|
89.8K
$4.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
82+ 0.47% |
$3.67K - $3.84K
|
17.4K
$800K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-117K- 4.62% |
$5.24M - $5.49M
|
2.42M
$111M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
19.4K+ 107.94% |
$867K - $908K
|
37.3K
$1.71M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
16.5K+ 3.44% |
$738K - $773K
|
495K
$22.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1+ 0.01% |
$44.7 - $46.9
|
11.7K
$538K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-28K- 59.97% |
$1.25M - $1.31M
|
18.7K
$859K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.65K+ 1.8% |
$163K - $171K
|
207K
$9.49M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 0.29% |
$224 - $234
|
1.7K
$78.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
196+ 0.25% |
$8.77K - $9.18K
|
78.9K
$3.62M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3+ 0.03% |
$134 - $141
|
11.1K
$511K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-9.94K- 32.83% |
$444K - $466K
|
20.3K
$933K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.74K+ 68.83% |
$167K - $175K
|
9.16K
$421K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1K- 0.89% |
$44.9K - $47K
|
112K
$5.15M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.48K- 1.91% |
$201K - $210K
|
230K
$10.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-4.99K- 5.68% |
$223K - $234K
|
82.8K
$3.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.66K+ 2.6% |
$74.3K - $77.8K
|
65.6K
$3.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.53% |
$44.7 - $46.9
|
190
$8.72K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.99K- 3.66% |
$179K - $187K
|
105K
$4.83M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-749- 0.71% |
$33.5K - $35.1K
|
105K
$4.82M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
17.2K+ 203.62% |
$770K - $806K
|
25.7K
$1.18M
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-865- 1.86% |
$38.7K - $40.5K
|
45.7K
$2.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-444- 7.0% |
$19.9K - $20.8K
|
5.9K
$271K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.56K+ 8.63% |
$249K - $260K
|
69.9K
$3.21M
|
|
|
Oct 20, 2025
Q3 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
70+ 0.42% |
$3.13K - $3.28K
|
16.6K
$763K
|
|
|
Oct 20, 2025
Q3 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-69- 0.3% |
$3.09K - $3.23K
|
22.8K
$1.05M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
4.52KNew |
$202K - $212K
|
4.52K
$208K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-30.6K- 22.34% |
$1.37M - $1.43M
|
106K
$4.88M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-55.1K- 41.19% |
$2.47M - $2.58M
|
78.7K
$3.61M
|
|