Latest Institutional Purchases of First Tr Value Line Divid Inde (FVD)

FVD Quotes by TradingView

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 08, 2024 Q3 2024
Reuter James Wealth Management, LLC

Oklahoma City, OK
BUY
 -
1.01K
New
$40.9K - $45.9K
1.01K $46.4K
Nov 13, 2024 Q3 2024
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
951
New
$38.5K - $43.3K
951 $43.7K
Oct 09, 2024 Q3 2024
Moisand Fitzgerald Tamayo, LLC

BUY
 -
849
New
$34.3K - $38.6K
849 $39K
Nov 08, 2024 Q3 2024
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
523
New
$21.2K - $23.8K
523 $24K
Nov 14, 2024 Q3 2024
Financial Gravity Companies, Inc.

Lakeway, TX
BUY
 -
510
New
$20.6K - $23.2K
510 $23.4K
Nov 13, 2024 Q3 2024
Brown Brothers Harriman & CO

New York, NY
BUY
 -
461
New
$18.6K - $21K
461 $21.2K
Oct 24, 2024 Q3 2024
Diversify Advisory Services, LLC

Sandy, UT
BUY
 -
285
+ 4.42%
$11.5K - $13K
6.74K $309K
Oct 11, 2024 Q3 2024
Fin Trust Capital Advisors, LLC

BUY
 -
178
+ 14.35%
$7.2K - $8.1K
1.42K $65.1K
Oct 15, 2024 Q3 2024
Steph & CO

BUY
 -
158
New
$6.39K - $7.19K
158 $7.25K
Oct 18, 2024 Q3 2024
Pineridge Advisors LLC

St. Charles, MO
BUY
 -
94
New
$3.8K - $4.28K
94 $4.32K
Nov 08, 2024 Q3 2024
Clear Point Advisors Inc.

Melville, NY
BUY
 -
1
+ 0.6%
$40.5 - $45.5
169 $7.76K
Nov 04, 2024 Q3 2024
New Square Capital LLC

BUY
 -
0
New
$0 - $0
0 $0
Q2 2024
Aug 08, 2024 Q2 2024
Zions Bancorporation, N.A.

BUY
 -
9.8K
New
$391K - $416K
9.8K $450K
Aug 14, 2024 Q2 2024
D. E. Shaw & Co., Inc.

New York, NY
BUY
 -
7.35K
+ 27.63%
$294K - $312K
34K $1.56M
Aug 09, 2024 Q2 2024
Avantax Planning Partners, Inc.

BUY
 -
6.19K
New
$247K - $263K
6.19K $284K
Jul 12, 2024 Q2 2024
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
5.48K
New
$219K - $233K
5.48K $252K
Aug 09, 2024 Q2 2024
Great Lakes Retirement, Inc.

Sandusky, OH
BUY
 -
3.5K
New
$140K - $149K
3.5K $161K
Jul 16, 2024 Q2 2024
Mainsail Financial Group, LLC

Bellevue, WA
BUY
 -
1.97K
+ 34.69%
$78.6K - $83.5K
7.65K $351K
Jul 09, 2024 Q2 2024
Lynx Investment Advisory

Washington, Dc, DC
BUY
 -
1.01K
New
$40.2K - $42.7K
1.01K $46.2K
Jul 31, 2024 Q2 2024
Castleview Partners, LLC

Dallas, TX
BUY
 -
793
New
$31.7K - $33.6K
793 $36.4K
Jul 30, 2024 Q2 2024
Goal Vest Advisory LLC

BUY
 -
600
New
$24K - $25.5K
600 $27.5K
Aug 29, 2024 Q2 2024
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
531
New
$21.2K - $22.5K
531 $24.4K
Aug 12, 2024 Q2 2024
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
448
+ 4.05%
$17.9K - $19K
11.5K $528K
Aug 07, 2024 Q2 2024
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
435
New
$17.4K - $18.5K
435 $20K
Aug 13, 2024 Q2 2024
Mc Ilrath & Eck, LLC

BUY
 -
280
New
$11.2K - $11.9K
280 $12.9K
Jul 23, 2024 Q2 2024
Spotlight Asset Group, Inc.

Oakbrook Terrace, IL
BUY
 -
125
New
$4.99K - $5.3K
125 $5.74K
Aug 13, 2024 Q2 2024
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
95
New
$3.79K - $4.03K
95 $4.36K
Jul 18, 2024 Q2 2024
Gradient Investments LLC

BUY
 -
48
New
$1.92K - $2.04K
48 $2.2K
Jul 31, 2024 Q2 2024
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
37
+ 4.93%
$1.48K - $1.57K
787 $36.1K
Jul 24, 2024 Q2 2024
Dt Investment Partners, LLC

BUY
 -
22
New
$879 - $933
22 $1.01K
Q1 2024
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
551K
+ 69.71%
$22M - $23.3M
1.34M $61.6M
May 15, 2024 Q1 2024
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
42.8K
+ 43.44%
$1.71M - $1.81M
141K $6.49M
Jun 28, 2024 Q1 2024
Bright Futures Wealth Management, Llc.

Webster, Ny 14580, NY
BUY
 -
14K
New
$558K - $590K
14K $642K
Apr 15, 2024 Q1 2024
Atlas Private Wealth Management

BUY
 -
6.08K
+ 15.19%
$243K - $257K
46.1K $2.12M
May 15, 2024 Q1 2024
Prosperity Wealth Management, Inc.

San Ramon, CA
BUY
 -
6.05K
New
$242K - $256K
6.05K $278K
May 02, 2024 Q1 2024
Diversified, LLC

BUY
 -
5.16K
New
$206K - $218K
5.16K $237K
May 14, 2024 Q1 2024
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
5.02K
New
$201K - $212K
5.02K $231K
May 10, 2024 Q1 2024
Mmbg Investment Advisors Co.

BUY
 -
4.91K
New
$196K - $207K
4.91K $225K
Apr 24, 2024 Q1 2024
Gds Wealth Management

BUY
 -
3.86K
+ 0.81%
$154K - $163K
482K $22.1M
May 14, 2024 Q1 2024
Ruggaard & Associates LLC

Twinsburg, OH
BUY
 -
2.91K
+ 14.99%
$116K - $123K
22.3K $1.02M
May 08, 2024 Q1 2024
Hills Bank & Trust CO

BUY
 -
2.5K
New
$99.9K - $106K
2.5K $115K
Apr 26, 2024 Q1 2024
Horizon Financial Services, LLC

BUY
 -
1.46K
New
$58.3K - $61.7K
1.46K $67K
Apr 16, 2024 Q1 2024
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
1.11K
New
$44.5K - $47K
1.11K $51.1K
Apr 22, 2024 Q1 2024
Accordant Advisory Group Inc

Annapolis, MD
BUY
 -
1.02K
New
$40.6K - $42.9K
1.02K $46.6K
Apr 17, 2024 Q1 2024
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
778
+ 0.66%
$31.1K - $32.9K
118K $5.43M
May 14, 2024 Q1 2024
Lri Investments, LLC

Palm Beach Gardens, FL
BUY
 -
514
New
$20.5K - $21.7K
514 $23.6K
May 07, 2024 Q1 2024
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 CALL
200
+ 4.0%
$7.99K - $8.45K
5.2K $239K
Apr 01, 2024 Q1 2024
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
70
New
$2.8K - $2.96K
70 $3.21K
May 13, 2024 Q1 2024
Fwl Investment Management, LLC

BUY
 -
0
New
$0 - $0
0 $0

Track Institutional and Insider Activities on FVD

Follow FIRST TR VALUE LINE DIVID INDE and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells FVD shares.

Notify only if

Insider Trading

Get notified when an First Tr Value Line Divid Inde insider buys or sells FVD shares.

Notify only if

News

Receive news related to FIRST TR VALUE LINE DIVID INDE

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on FVD