Latest Institutional Purchases of First Tr Value Line Divid Inde (FVD)
This list provides information on the latest institutional transactions involving First Tr Value Line Divid Inde (FVD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
38.6K+ 47.52% |
$1.67M - $1.8M
|
120K
$5.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
23.3KNew |
$1.01M - $1.09M
|
23.3K
$1.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
20.9K+ 13.32% |
$907K - $976K
|
178K
$7.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
18.6K+ 159.5% |
$809K - $870K
|
30.3K
$1.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
18.3K+ 24.34% |
$795K - $855K
|
93.5K
$4.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18.1K+ 76.71% |
$786K - $846K
|
41.7K
$1.85M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.6K+ 151.4% |
$505K - $543K
|
19.3K
$858K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
9.92K+ 41.52% |
$430K - $463K
|
33.8K
$1.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.95K+ 27.2% |
$389K - $418K
|
41.9K
$1.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.59K+ 8.67% |
$329K - $354K
|
95K
$4.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
6.8KNew |
$295K - $318K
|
6.8K
$302K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.56KNew |
$241K - $259K
|
5.56K
$247K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.96K+ 62.15% |
$172K - $185K
|
10.3K
$459K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
3.46KNew |
$150K - $162K
|
3.46K
$154K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.4K+ 4.87% |
$147K - $159K
|
73.1K
$3.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
3.22K+ 2.98% |
$140K - $151K
|
111K
$4.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.11K+ 64.68% |
$135K - $145K
|
7.91K
$351K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.06K+ 2.57% |
$89.3K - $96.1K
|
82.1K
$3.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1.99K+ 2.47% |
$86.5K - $93.1K
|
82.7K
$3.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.92K+ 1.89% |
$83.4K - $89.8K
|
103K
$4.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.39K+ 1.12% |
$60.2K - $64.7K
|
125K
$5.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
1.27K+ 1.67% |
$54.9K - $59.1K
|
77K
$3.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.23K+ 2.1% |
$53.5K - $57.6K
|
60.1K
$2.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.09K+ 6.71% |
$47.1K - $50.7K
|
17.3K
$767K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.05KNew |
$45.4K - $48.8K
|
1.05K
$46.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
883+ 9.16% |
$38.3K - $41.2K
|
10.5K
$467K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
806New |
$35K - $37.6K
|
806
$35.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
799+ 0.28% |
$34.7K - $37.3K
|
285K
$12.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
709+ 2.24% |
$30.8K - $33.1K
|
32.3K
$1.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
661+ 2.77% |
$28.7K - $30.9K
|
24.5K
$1.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
647New |
$28.1K - $30.2K
|
647
$28.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
604+ 72.34% |
$26.2K - $28.2K
|
1.44K
$63.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
568+ 11.71% |
$24.7K - $26.5K
|
5.42K
$241K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
560+ 10.2% |
$24.3K - $26.2K
|
6.05K
$269K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
552+ 1.76% |
$24K - $25.8K
|
31.9K
$1.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
525+ 1.4% |
$22.8K - $24.5K
|
38.1K
$1.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
380New |
$16.5K - $17.7K
|
380
$16.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
366+ 0.5% |
$15.9K - $17.1K
|
73.5K
$3.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
347+ 0.2% |
$15.1K - $16.2K
|
174K
$7.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
312+ 3.68% |
$13.5K - $14.6K
|
8.79K
$390K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
229+ 1.92% |
$9.94K - $10.7K
|
12.2K
$540K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
200+ 1.06% |
$8.68K - $9.34K
|
19.1K
$848K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
144+ 2.27% |
$6.25K - $6.72K
|
6.48K
$288K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
122New |
$5.29K - $5.7K
|
122
$5.42K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
110+ 2.16% |
$4.77K - $5.14K
|
5.19K
$231K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
95+ 0.31% |
$4.12K - $4.44K
|
30.7K
$1.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
44+ 0.76% |
$1.91K - $2.05K
|
5.87K
$261K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
35+ 0.64% |
$1.52K - $1.63K
|
5.52K
$245K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
29+ 0.59% |
$1.26K - $1.35K
|
4.97K
$221K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
27+ 0.33% |
$1.17K - $1.26K
|
8.17K
$363K
|