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 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.95K+ 11.47% |
$78.8K - $88.6K
|
18.9K
$841K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.89K+ 1.93% |
$76.5K - $86K
|
99.7K
$4.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
BUY
|
- |
1.88K+ 1.22% |
$76.1K - $85.6K
|
157K
$6.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
1.86K+ 10.06% |
$75.1K - $84.5K
|
20.3K
$903K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.85K+ 3.15% |
$74.9K - $84.2K
|
60.7K
$2.69M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1.85K+ 4.34% |
$74.8K - $84.1K
|
44.4K
$1.97M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.82KNew |
$73.6K - $82.7K
|
1.82K
$80.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.58K+ 5.47% |
$63.9K - $71.8K
|
30.4K
$1.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.41KNew |
$57K - $64.1K
|
1.41K
$62.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
1.39K+ 11.54% |
$56K - $63K
|
13.4K
$595K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.35K+ 97.61% |
$54.4K - $61.2K
|
2.72K
$121K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.33KNew |
$53.6K - $60.3K
|
1.33K
$58.9K
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.14K+ 19.78% |
$46K - $51.7K
|
6.89K
$306K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.13K+ 3.18% |
$45.8K - $51.5K
|
36.7K
$1.63M
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.05KNew |
$42.3K - $47.5K
|
1.05K
$46.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
1.02K+ 5.71% |
$41.3K - $46.4K
|
18.9K
$838K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.01KNew |
$40.9K - $45.9K
|
1.01K
$44.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
998+ 1.37% |
$40.4K - $45.4K
|
73.7K
$3.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
970+ 2.18% |
$39.2K - $44.1K
|
45.4K
$2.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
951New |
$38.5K - $43.3K
|
951
$42.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
880+ 0.6% |
$35.6K - $40K
|
148K
$6.56M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
849New |
$34.3K - $38.6K
|
849
$37.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
827+ 11.34% |
$33.5K - $37.6K
|
8.12K
$361K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
788+ 12.27% |
$31.9K - $35.8K
|
7.21K
$320K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
787+ 6.88% |
$31.8K - $35.8K
|
12.2K
$544K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
754+ 3.46% |
$30.5K - $34.3K
|
22.5K
$1M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
729+ 14.79% |
$29.5K - $33.2K
|
5.66K
$251K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
597+ 4.25% |
$24.1K - $27.2K
|
14.6K
$650K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
568+ 5.48% |
$23K - $25.8K
|
10.9K
$486K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
523New |
$21.2K - $23.8K
|
523
$23.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
523+ 3.11% |
$21.2K - $23.8K
|
17.3K
$771K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
510New |
$20.6K - $23.2K
|
510
$22.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
495+ 1.67% |
$20K - $22.5K
|
30.1K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
461New |
$18.6K - $21K
|
461
$20.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
452+ 3.07% |
$18.3K - $20.6K
|
15.2K
$673K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
355New |
$14.4K - $16.1K
|
355
$15.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
349+ 3.71% |
$14.1K - $15.9K
|
9.75K
$433K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
327+ 2.97% |
$13.2K - $14.9K
|
11.3K
$503K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
326+ 4.37% |
$13.2K - $14.8K
|
7.79K
$346K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
285+ 4.42% |
$11.5K - $13K
|
6.74K
$299K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
178+ 14.35% |
$7.2K - $8.1K
|
1.42K
$63K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
165+ 1.11% |
$6.67K - $7.51K
|
15K
$667K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
158New |
$6.39K - $7.19K
|
158
$7.02K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
152+ 0.5% |
$6.15K - $6.91K
|
30.4K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
145+ 2.4% |
$5.87K - $6.6K
|
6.2K
$275K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
100+ 1.08% |
$4.05K - $4.55K
|
9.35K
$415K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
94New |
$3.8K - $4.28K
|
94
$4.18K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
93+ 0.43% |
$3.76K - $4.23K
|
21.7K
$962K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
80+ 0.86% |
$3.24K - $3.64K
|
9.41K
$418K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
79+ 0.23% |
$3.2K - $3.59K
|
34.9K
$1.55M
|