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 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3+ 0.03% |
$134 - $141
|
11.1K
$511K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 0.08% |
$89.5 - $93.7
|
2.4K
$110K
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1+ 0.02% |
$44.7 - $46.9
|
4.63K
$213K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1+ 0.0% |
$44.7 - $46.9
|
36.1K
$1.66M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.73% |
$44.7 - $46.9
|
138
$6.34K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1+ 0.01% |
$44.7 - $46.9
|
11.7K
$538K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.53% |
$44.7 - $46.9
|
190
$8.72K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.41% |
$44.7 - $46.9
|
242
$11.1K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.08% |
$44.7 - $46.9
|
1.23K
$56.6K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
235K+ 6.22% |
$9.53M - $10.6M
|
4.01M
$184M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
138KNew |
$5.59M - $6.21M
|
138K
$6.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
67.9KNew |
$2.76M - $3.07M
|
67.9K
$3.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
24KNew |
$977K - $1.08M
|
24K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
15.8KNew |
$640K - $711K
|
15.8K
$724K
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
10.6KNew |
$429K - $477K
|
10.6K
$485K
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
9.96KNew |
$405K - $449K
|
9.96K
$457K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.33K+ 12.16% |
$379K - $421K
|
86K
$3.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
8.63KNew |
$350K - $389K
|
8.63K
$396K
|
|
|
Aug 25, 2025
Q2 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
6.13KNew |
$249K - $276K
|
6.13K
$281K
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
4.79KNew |
$195K - $216K
|
4.79K
$220K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
4.78KNew |
$194K - $216K
|
4.78K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.39KNew |
$178K - $198K
|
4.39K
$202K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.36K+ 50.13% |
$177K - $197K
|
13.1K
$599K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.17K+ 64.31% |
$169K - $188K
|
10.6K
$489K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.33K+ 23.69% |
$94.4K - $105K
|
12.1K
$557K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.93K+ 34.06% |
$78.4K - $87.1K
|
7.6K
$349K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.5K+ 59.16% |
$60.7K - $67.5K
|
4.02K
$185K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.33KNew |
$54.1K - $60.1K
|
1.33K
$61.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.09KNew |
$44.2K - $49.1K
|
1.09K
$50K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.08K+ 23.85% |
$43.8K - $48.7K
|
5.6K
$257K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
1.02KNew |
$41.3K - $45.8K
|
1.02K
$46.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
986+ 14.01% |
$40.1K - $44.5K
|
8.03K
$368K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
692New |
$28.1K - $31.2K
|
692
$31.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
522New |
$21.2K - $23.6K
|
522
$24K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
515New |
$20.9K - $23.2K
|
515
$23.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
450New |
$18.3K - $20.3K
|
450
$20.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
335New |
$13.6K - $15.1K
|
335
$15.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
300New |
$12.2K - $13.5K
|
300
$13.8K
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
238New |
$9.67K - $10.7K
|
238
$10.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
183+ 1.19% |
$7.43K - $8.26K
|
15.5K
$712K
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
160+ 0.58% |
$6.5K - $7.22K
|
27.9K
$1.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
88New |
$3.57K - $3.97K
|
88
$4.04K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
80New |
$3.25K - $3.61K
|
80
$3.67K
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
53+ 0.29% |
$2.15K - $2.39K
|
18.2K
$835K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
39+ 0.07% |
$1.58K - $1.76K
|
56.1K
$2.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
36+ 0.59% |
$1.46K - $1.62K
|
6.16K
$283K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
30+ 0.6% |
$1.22K - $1.35K
|
5.04K
$231K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
28New |
$1.14K - $1.26K
|
28
$1.29K
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
16+ 0.12% |
$650 - $722
|
13.6K
$623K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
7+ 0.6% |
$284 - $316
|
1.17K
$53.8K
|
|