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
|
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 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
305New |
$13.6K - $14.3K
|
305
$14K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
304+ 38.48% |
$13.6K - $14.2K
|
1.09K
$50.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
291+ 0.96% |
$13K - $13.6K
|
30.6K
$1.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
253New |
$11.3K - $11.9K
|
253
$11.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
161+ 1.72% |
$7.2K - $7.54K
|
9.5K
$436K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
160+ 2.47% |
$7.16K - $7.5K
|
6.65K
$305K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
151+ 0.96% |
$6.75K - $7.08K
|
15.9K
$728K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
134+ 0.2% |
$5.99K - $6.28K
|
66.7K
$3.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
131+ 1.14% |
$5.86K - $6.14K
|
11.6K
$535K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
121+ 0.06% |
$5.41K - $5.67K
|
212K
$9.71M
|
|
|
Nov 17, 2025
Q3 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
109New |
$4.88K - $5.11K
|
109
$5K
|
|
|
Nov 10, 2025
Q3 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
100+ 0.55% |
$4.47K - $4.69K
|
18.2K
$835K
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
92+ 1.59% |
$4.12K - $4.31K
|
5.89K
$271K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
82+ 0.91% |
$3.67K - $3.84K
|
9.09K
$417K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
82+ 0.47% |
$3.67K - $3.84K
|
17.4K
$800K
|
|
|
Oct 20, 2025
Q3 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
70+ 0.42% |
$3.13K - $3.28K
|
16.6K
$763K
|
|
|
Nov 14, 2025
Q3 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
57+ 0.55% |
$2.55K - $2.67K
|
10.5K
$482K
|
|
|
Nov 04, 2025
Q3 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
49+ 0.29% |
$2.19K - $2.3K
|
16.9K
$778K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
45+ 0.25% |
$2.01K - $2.11K
|
18.2K
$835K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
35+ 0.59% |
$1.57K - $1.64K
|
5.96K
$274K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
34New |
$1.52K - $1.59K
|
34
$1.56K
|
|
|
Oct 29, 2025
Q3 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
34+ 0.55% |
$1.52K - $1.59K
|
6.2K
$285K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
32+ 0.38% |
$1.43K - $1.5K
|
8.51K
$391K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
32+ 1.53% |
$1.43K - $1.5K
|
2.13K
$97.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
31+ 0.56% |
$1.39K - $1.45K
|
5.62K
$258K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
20+ 0.21% |
$895 - $937
|
9.55K
$438K
|
|
|
Nov 13, 2025
Q3 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
17+ 0.02% |
$760 - $797
|
98.6K
$4.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
16+ 0.21% |
$716 - $750
|
7.62K
$350K
|
|
|
Nov 12, 2025
Q3 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
12+ 0.13% |
$537 - $562
|
9.2K
$422K
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
12+ 0.15% |
$537 - $562
|
7.94K
$364K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
12+ 14.12% |
$537 - $562
|
97
$4.45K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
11+ 0.55% |
$492 - $515
|
2.01K
$92.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
10+ 0.58% |
$447 - $469
|
1.75K
$80.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
9+ 0.13% |
$403 - $422
|
6.7K
$307K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9+ 0.18% |
$403 - $422
|
4.9K
$225K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7+ 0.06% |
$313 - $328
|
10.9K
$498K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
7+ 0.24% |
$313 - $328
|
2.95K
$135K
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
6+ 0.02% |
$268 - $281
|
39.8K
$1.83M
|
|