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 13, 2026
Q4 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
48.9K+ 60.88% |
$2.2M - $2.26M
|
129K
$5.93M
|
|
|
Jan 09, 2026
Q4 2025
|
Jvl Associates LLC
|
BUY
|
- |
17.4KNew |
$783K - $804K
|
17.4K
$799K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
16KNew |
$718K - $738K
|
16K
$732K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
12.3KNew |
$551K - $567K
|
12.3K
$563K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
11.9K+ 4.07% |
$534K - $548K
|
303K
$13.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
5.6K+ 2.35% |
$252K - $259K
|
244K
$11.2M
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
5.42K+ 9.62% |
$244K - $250K
|
61.7K
$2.83M
|
|
|
Jan 14, 2026
Q4 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
4.76K+ 3.43% |
$214K - $220K
|
144K
$6.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
3.65K+ 4.54% |
$164K - $169K
|
84.1K
$3.86M
|
|
|
Jan 07, 2026
Q4 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
BUY
|
- |
2.99K+ 9.39% |
$134K - $138K
|
34.8K
$1.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
1.41K+ 0.86% |
$63.6K - $65.4K
|
166K
$7.63M
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.12K+ 7.83% |
$50.2K - $51.6K
|
15.4K
$705K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
774+ 0.26% |
$34.8K - $35.8K
|
296K
$13.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
605New |
$27.2K - $28K
|
605
$27.8K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
558+ 0.48% |
$25.1K - $25.8K
|
117K
$5.37M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
462+ 0.76% |
$20.8K - $21.4K
|
61.5K
$2.82M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
392+ 8.41% |
$17.6K - $18.1K
|
5.06K
$232K
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
340+ 0.47% |
$15.3K - $15.7K
|
72.6K
$3.33M
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
323+ 2.64% |
$14.5K - $14.9K
|
12.6K
$577K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
243New |
$10.9K - $11.2K
|
243
$11.2K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
125+ 1.99% |
$5.63K - $5.78K
|
6.41K
$294K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
119+ 2.01% |
$5.36K - $5.5K
|
6.05K
$278K
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
106+ 0.48% |
$4.77K - $4.9K
|
22.1K
$1.01M
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
82+ 0.99% |
$3.69K - $3.79K
|
8.32K
$382K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
80+ 2.5% |
$3.6K - $3.7K
|
3.28K
$151K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
20+ 0.46% |
$900 - $925
|
4.38K
$201K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
15+ 0.03% |
$675 - $694
|
43.3K
$1.99M
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
7+ 0.13% |
$315 - $324
|
5.51K
$253K
|
|
|
Jan 15, 2026
Q4 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
5+ 0.02% |
$225 - $231
|
22.8K
$1.05M
|
|
|
Jan 15, 2026
Q4 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 0.83% |
$90 - $92.5
|
244
$11.2K
|
|
| Q3 2025 | |||||||
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
773K+ 38.63% |
$34.6M - $36.2M
|
2.77M
$127M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
104KNew |
$4.65M - $4.87M
|
104K
$4.77M
|
|
|
Nov 10, 2025
Q3 2025
|
Ifs Group,Llc
York, PA |
BUY
|
- |
92.1KNew |
$4.12M - $4.32M
|
92.1K
$4.23M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
91.1K+ 2.39% |
$4.07M - $4.27M
|
3.91M
$179M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
73K+ 17.01% |
$3.27M - $3.42M
|
502K
$23.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
72.8K+ 2.85% |
$3.25M - $3.41M
|
2.63M
$121M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
72.5KNew |
$3.24M - $3.4M
|
72.5K
$3.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
69.2K+ 302.18% |
$3.1M - $3.24M
|
92.1K
$4.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
63.4K+ 3.12% |
$2.84M - $2.97M
|
2.1M
$96.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
47.1K+ 87.88% |
$2.11M - $2.21M
|
101K
$4.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
42.8K+ 8.52% |
$1.92M - $2.01M
|
546K
$25M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
41K+ 26.63% |
$1.83M - $1.92M
|
195K
$8.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
36.2K+ 1.6% |
$1.62M - $1.7M
|
2.3M
$106M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.3KNew |
$1.22M - $1.28M
|
27.3K
$1.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
27.2KNew |
$1.22M - $1.28M
|
27.2K
$1.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
23.7KNew |
$1.06M - $1.11M
|
23.7K
$1.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
23.7KNew |
$1.06M - $1.11M
|
23.7K
$1.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
23.6K+ 341.64% |
$1.06M - $1.11M
|
30.5K
$1.4M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.4K+ 1.2% |
$1M - $1.05M
|
1.88M
$86.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
21.3K+ 47.51% |
$954K - $1M
|
66.2K
$3.04M
|
|