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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
10.1K+ 70.0% |
$454K - $475K
|
24.6K
$1.13M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
10K+ 10.04% |
$448K - $469K
|
110K
$5.04M
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
9.78KNew |
$437K - $458K
|
9.78K
$449K
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
9.29K+ 7.67% |
$416K - $435K
|
130K
$5.99M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
8.94K+ 15.95% |
$400K - $419K
|
65K
$2.99M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.87K+ 7.65% |
$397K - $416K
|
125K
$5.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.83K+ 31.98% |
$395K - $414K
|
36.5K
$1.67M
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
8.27K+ 52.35% |
$370K - $388K
|
24.1K
$1.11M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
7.9K+ 44.95% |
$354K - $370K
|
25.5K
$1.17M
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.58K+ 3.33% |
$339K - $355K
|
235K
$10.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7.21K+ 81.89% |
$323K - $338K
|
16K
$735K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
7.21K+ 48.94% |
$323K - $338K
|
21.9K
$1.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.19K+ 1.93% |
$322K - $337K
|
379K
$17.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
7.01K+ 5.32% |
$314K - $329K
|
139K
$6.38M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.91K+ 21.02% |
$309K - $324K
|
39.8K
$1.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.76K+ 0.04% |
$302K - $317K
|
17.7M
$813M
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
BUY
|
- |
6.64K+ 13.38% |
$297K - $311K
|
56.3K
$2.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.64K+ 126.44% |
$297K - $311K
|
11.9K
$546K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
6.51K+ 16.38% |
$291K - $305K
|
46.2K
$2.12M
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
6.47KNew |
$289K - $303K
|
6.47K
$297K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.3KNew |
$282K - $295K
|
6.3K
$289K
|
|
|
Oct 27, 2025
Q3 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
6.22K+ 1.76% |
$278K - $292K
|
360K
$16.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.95KNew |
$266K - $279K
|
5.95K
$273K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.81K+ 3.81% |
$260K - $272K
|
158K
$7.27M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.56K+ 8.63% |
$249K - $260K
|
69.9K
$3.21M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.55K+ 3.19% |
$248K - $260K
|
179K
$8.23M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
5.54K+ 202.52% |
$248K - $259K
|
8.27K
$380K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.44K+ 16.47% |
$243K - $255K
|
38.5K
$1.77M
|
|
|
Nov 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
5.34KNew |
$239K - $250K
|
5.34K
$245K
|
|
|
Oct 17, 2025
Q3 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
5.3KNew |
$237K - $248K
|
5.3K
$243K
|
|
|
Oct 29, 2025
Q3 2025
|
Whelan Financial
|
BUY
|
- |
5.29KNew |
$237K - $248K
|
5.29K
$243K
|
|
|
Nov 13, 2025
Q3 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
4.89K+ 2.43% |
$219K - $229K
|
206K
$9.48M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4.83K+ 5.6% |
$216K - $226K
|
91.1K
$4.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
4.71KNew |
$211K - $221K
|
4.71K
$216K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.66KNew |
$209K - $219K
|
4.66K
$214K
|
|
|
Nov 05, 2025
Q3 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
4.62KNew |
$207K - $217K
|
4.62K
$212K
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
4.52KNew |
$202K - $212K
|
4.52K
$208K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.5K+ 13.87% |
$201K - $211K
|
36.9K
$1.69M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.48KNew |
$200K - $210K
|
4.48K
$206K
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.43KNew |
$198K - $208K
|
4.43K
$204K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
4.43KNew |
$198K - $207K
|
4.43K
$203K
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
BUY
|
- |
4.39KNew |
$196K - $206K
|
4.39K
$201K
|
|
|
Nov 04, 2025
Q3 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
4.1K+ 2.55% |
$183K - $192K
|
165K
$7.56M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4K+ 1.66% |
$179K - $187K
|
245K
$11.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.91K+ 3.36% |
$175K - $183K
|
120K
$5.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3.81K+ 91.28% |
$171K - $179K
|
7.99K
$367K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.74K+ 68.83% |
$167K - $175K
|
9.16K
$421K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
3.67K+ 3.95% |
$164K - $172K
|
96.8K
$4.44M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.65K+ 1.8% |
$163K - $171K
|
207K
$9.49M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.54KNew |
$158K - $166K
|
3.54K
$162K
|
|