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 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-43- 0.2% |
$1.92K - $2.01K
|
22K
$1.01M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-285- 0.91% |
$12.7K - $13.4K
|
31.1K
$1.43M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-196- 3.46% |
$8.77K - $9.18K
|
5.48K
$251K
|
|
|
Oct 17, 2025
Q3 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-1.62K- 1.98% |
$72.6K - $76.1K
|
80.5K
$3.69M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-1.32K- 8.09% |
$58.9K - $61.7K
|
15K
$687K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-97- 0.39% |
$4.34K - $4.55K
|
24.5K
$1.12M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-163- 1.23% |
$7.29K - $7.64K
|
13.1K
$602K
|
|
|
Oct 17, 2025
Q3 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
5.3KNew |
$237K - $248K
|
5.3K
$243K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.28K- 19.85% |
$147K - $154K
|
13.3K
$609K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-126- 1.18% |
$5.64K - $5.9K
|
10.6K
$485K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-400- 3.17% |
$17.9K - $18.7K
|
12.2K
$560K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.41% |
$44.7 - $46.9
|
242
$11.1K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-14.7K- 55.78% |
$657K - $688K
|
11.6K
$534K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
7+ 0.24% |
$313 - $328
|
2.95K
$135K
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-39- 0.11% |
$1.74K - $1.83K
|
35.2K
$1.62M
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-1.42K- 9.48% |
$63.6K - $66.6K
|
13.6K
$623K
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-976- 7.06% |
$43.7K - $45.7K
|
12.8K
$590K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-2.76K- 1.04% |
$123K - $129K
|
262K
$12M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-3.14K- 7.12% |
$141K - $147K
|
41K
$1.88M
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.58K- 2.63% |
$115K - $121K
|
95.4K
$4.38M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
6+ 0.07% |
$268 - $281
|
8.83K
$405K
|
|
|
Oct 15, 2025
Q3 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-399- 2.13% |
$17.8K - $18.7K
|
18.3K
$841K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-8.81K- 28.63% |
$394K - $413K
|
21.9K
$1.01M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.18K- 5.15% |
$97.6K - $102K
|
40.2K
$1.84M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
459+ 0.62% |
$20.5K - $21.5K
|
74.4K
$3.42M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.66KNew |
$209K - $219K
|
4.66K
$214K
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-757- 0.61% |
$33.9K - $35.5K
|
123K
$5.66M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-312- 0.52% |
$14K - $14.6K
|
59.7K
$2.74M
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
45+ 0.37% |
$2.01K - $2.11K
|
12.3K
$562K
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-237- 3.48% |
$10.6K - $11.1K
|
6.57K
$302K
|
|
|
Oct 14, 2025
Q3 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-1.53K- 4.02% |
$68.2K - $71.5K
|
36.4K
$1.67M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.46K- 12.45% |
$65.3K - $68.4K
|
10.3K
$471K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-3.22K- 97.4% |
$144K - $151K
|
86
$3.95K
|
|
|
Oct 14, 2025
Q3 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-16.9K- 17.81% |
$756K - $792K
|
78K
$3.58M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.6K- 5.97% |
$161K - $169K
|
56.7K
$2.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.7K+ 7.3% |
$121K - $127K
|
39.7K
$1.82M
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-154- 0.35% |
$6.89K - $7.22K
|
43.4K
$1.99M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-39- 0.65% |
$1.74K - $1.83K
|
5.93K
$272K
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
62.4K+ 35.43% |
$2.79M - $2.92M
|
239K
$11M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-274- 1.66% |
$12.3K - $12.8K
|
16.3K
$746K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-222- 1.1% |
$9.93K - $10.4K
|
19.9K
$913K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.08% |
$44.7 - $46.9
|
1.23K
$56.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
92+ 1.59% |
$4.12K - $4.31K
|
5.89K
$271K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
24+ 0.29% |
$1.07K - $1.12K
|
8.24K
$378K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
428New |
$19.1K - $20.1K
|
428
$19.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-146- 0.34% |
$6.53K - $6.84K
|
43.2K
$1.98M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-527- 1.85% |
$23.6K - $24.7K
|
28K
$1.28M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.42K- 12.08% |
$198K - $207K
|
32.2K
$1.48M
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-790- 11.16% |
$35.3K - $37K
|
6.29K
$289K
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
8.94K+ 15.95% |
$400K - $419K
|
65K
$2.99M
|
|