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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.97K+ 3.4% |
$87.9K - $92.1K
|
59.7K
$2.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.95K+ 10.92% |
$87K - $91.1K
|
19.8K
$907K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.89K+ 0.59% |
$84.5K - $88.5K
|
321K
$14.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
1.79KNew |
$80.1K - $83.9K
|
1.79K
$82.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.74K+ 16.47% |
$77.6K - $81.3K
|
12.3K
$563K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.72K+ 2.14% |
$76.7K - $80.4K
|
81.9K
$3.76M
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.69K+ 0.22% |
$75.6K - $79.2K
|
764K
$35.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.66K+ 2.6% |
$74.3K - $77.8K
|
65.6K
$3.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.57K+ 13.91% |
$70K - $73.4K
|
12.8K
$589K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.57K+ 13.39% |
$70K - $73.4K
|
13.3K
$609K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
1.55K+ 5.87% |
$69.4K - $72.7K
|
28K
$1.29M
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1.54K+ 5.52% |
$69K - $72.3K
|
29.5K
$1.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.54KNew |
$68.8K - $72K
|
1.54K
$70.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.5K+ 7.01% |
$67K - $70.1K
|
22.8K
$1.05M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.46K+ 3.68% |
$65.1K - $68.2K
|
41K
$1.88M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.31K+ 1.14% |
$58.7K - $61.5K
|
116K
$5.34M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.28K+ 4.58% |
$57.1K - $59.8K
|
29.1K
$1.34M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.25KNew |
$55.7K - $58.3K
|
1.25K
$57.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.24K+ 6.61% |
$55.4K - $58K
|
20K
$917K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
1.2K+ 0.29% |
$53.7K - $56.3K
|
416K
$19.1M
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.19K+ 0.75% |
$53.3K - $55.8K
|
160K
$7.37M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.17K+ 9.72% |
$52.2K - $54.7K
|
13.2K
$605K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.08K+ 7.56% |
$48.3K - $50.6K
|
15.4K
$705K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.07KNew |
$47.9K - $50.1K
|
1.07K
$49.1K
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1K+ 7.0% |
$44.9K - $47K
|
15.4K
$705K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
931+ 0.57% |
$41.6K - $43.6K
|
164K
$7.51M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
930+ 4.26% |
$41.6K - $43.6K
|
22.7K
$1.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
907+ 11.45% |
$40.6K - $42.5K
|
8.83K
$405K
|
|
|
Nov 06, 2025
Q3 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
900+ 0.65% |
$40.3K - $42.2K
|
140K
$6.44M
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
889+ 6.65% |
$39.8K - $41.7K
|
14.3K
$654K
|
|
|
Nov 14, 2025
Q3 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
845+ 14.35% |
$37.8K - $39.6K
|
6.73K
$309K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
789+ 6.69% |
$35.3K - $37K
|
12.6K
$578K
|
|
|
Oct 27, 2025
Q3 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
749+ 0.68% |
$33.5K - $35.1K
|
111K
$5.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
670+ 2.16% |
$30K - $31.4K
|
31.7K
$1.46M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
666+ 2.7% |
$29.8K - $31.2K
|
25.3K
$1.16M
|
|
|
Oct 28, 2025
Q3 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
612+ 4.39% |
$27.4K - $28.7K
|
14.6K
$669K
|
|
|
Nov 05, 2025
Q3 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
583+ 0.56% |
$26.1K - $27.3K
|
105K
$4.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
510New |
$22.8K - $23.9K
|
510
$23.4K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
481+ 3.64% |
$21.5K - $22.5K
|
13.7K
$628K
|
|
|
Nov 14, 2025
Q3 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
479+ 1.88% |
$21.4K - $22.4K
|
26K
$1.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
466New |
$20.8K - $21.8K
|
466
$21.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
459+ 0.62% |
$20.5K - $21.5K
|
74.4K
$3.42M
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
453+ 9.82% |
$20.3K - $21.2K
|
5.06K
$232K
|
|
|
Nov 14, 2025
Q3 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
438+ 5.91% |
$19.6K - $20.5K
|
7.85K
$360K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
428New |
$19.1K - $20.1K
|
428
$19.6K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
381New |
$17K - $17.9K
|
381
$17.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
365New |
$16.3K - $17.1K
|
365
$16.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
344+ 0.39% |
$15.4K - $16.1K
|
88.1K
$4.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
339+ 27.9% |
$15.2K - $15.9K
|
1.55K
$71.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
317+ 0.4% |
$14.2K - $14.9K
|
80.3K
$3.69M
|
|