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 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
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
196+ 0.25% |
$8.77K - $9.18K
|
78.9K
$3.62M
|
|
|
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 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
45+ 0.37% |
$2.01K - $2.11K
|
12.3K
$562K
|
|
|
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 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
24+ 0.29% |
$1.07K - $1.12K
|
8.24K
$378K
|
|
|
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
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
6+ 0.52% |
$268 - $281
|
1.17K
$53.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
6+ 0.51% |
$268 - $281
|
1.17K
$53.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
6+ 0.13% |
$268 - $281
|
4.78K
$219K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
6+ 0.07% |
$268 - $281
|
8.83K
$405K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5+ 0.1% |
$224 - $234
|
4.98K
$229K
|
|
|
Nov 05, 2025
Q3 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
5+ 0.6% |
$224 - $234
|
832
$38.2K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 0.29% |
$224 - $234
|
1.7K
$78.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4+ 0.43% |
$179 - $187
|
929
$42.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.05% |
$134 - $141
|
5.81K
$267K
|
|