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
Aug 06, 2024 Q1 2023
Hantz Financial Services, Inc.

BUY
 -
618
New
$23.7K - $25.6K
618 $27.5K
May 09, 2023 Q1 2023
25 LLC

St. Louis, MO
BUY
 -
304
New
$11.7K - $12.6K
304 $13.5K
May 04, 2023 Q1 2023
Heritage Wealth Advisors

BUY
 -
294
New
$11.3K - $12.2K
294 $13.1K
May 15, 2023 Q1 2023
Lumature Wealth Partners, LLC

Alpharetta, GA
BUY
 -
215
New
$8.26K - $8.89K
215 $9.55K
Apr 20, 2023 Q1 2023
Riverview Trust CO

BUY
 -
107
New
$4.11K - $4.43K
107 $4.75K
Q4 2022
Jan 19, 2023 Q4 2022
Mayflower Financial Advisors, LLC

BUY
 -
217K
New
$7.72M - $8.98M
217K $9.63M
Feb 14, 2023 Q4 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
32.5K
+ 16.16%
$1.16M - $1.35M
234K $10.4M
Feb 15, 2023 Q4 2022
Ci Private Wealth, LLC

Miami, FL
BUY
 -
6.49K
New
$231K - $269K
6.49K $288K
Jan 19, 2023 Q4 2022
S.C. Financial Services, Inc.

BUY
 -
5.66K
New
$201K - $234K
5.66K $251K
Jan 17, 2023 Q4 2022
Sterling Manor Financial, LLC

BUY
 -
5.16K
New
$184K - $214K
5.16K $229K
Jan 17, 2023 Q4 2022
Romano Brothers And Company

Evanston, IL
BUY
 -
2.4K
New
$85.5K - $99.5K
2.4K $107K
Feb 06, 2023 Q4 2022
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
1.89K
New
$67.3K - $78.3K
1.89K $83.9K
Feb 13, 2023 Q4 2022
Brown Advisory Inc

BUY
 -
1.67K
+ 24.65%
$59.3K - $69.1K
8.43K $374K
Feb 13, 2023 Q4 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
1.09K
New
$38.9K - $45.3K
1.09K $48.6K
Jan 09, 2023 Q4 2022
Minich Mac Gregor Wealth Management, LLC

BUY
 -
950
New
$33.8K - $39.4K
950 $42.2K
Feb 23, 2023 Q4 2022
Tandem Wealth Advisors LLC

Phoenix, AZ
BUY
 -
904
New
$32.2K - $37.5K
904 $40.2K
Feb 17, 2023 Q4 2022
Compass Wealth Management LLC

Guilford, CT
BUY
 -
888
New
$31.6K - $36.8K
888 $39.5K
Feb 13, 2023 Q4 2022
Baker Avenue Asset Management, LP

BUY
 -
795
New
$28.3K - $33K
795 $35.3K
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
720
+ 36.51%
$25.6K - $29.9K
2.69K $120K
Feb 13, 2023 Q4 2022
Truvestments Capital LLC

Sarasota, FL
BUY
 -
492
New
$17.5K - $20.4K
492 $21.9K
Feb 14, 2023 Q4 2022
Soundwatch Capital LLC

New York, NY
BUY
 -
452
New
$16.1K - $18.7K
452 $20.1K
Feb 03, 2023 Q4 2022
Tortoise Investment Management, LLC

BUY
 -
343
New
$12.2K - $14.2K
343 $15.2K
Jan 18, 2023 Q4 2022
Calton & Associates, Inc.

BUY
 -
304
+ 0.6%
$10.8K - $12.6K
51.4K $2.28M
Feb 13, 2023 Q4 2022
Ford Financial Group, LLC

BUY
 -
139
+ 0.59%
$4.95K - $5.76K
23.6K $1.05M
Jan 27, 2023 Q4 2022
Concord Wealth Partners

BUY
 -
135
New
$4.81K - $5.6K
135 $6K
Jan 11, 2023 Q4 2022
My Personal Cfo, LLC

BUY
 -
48
New
$1.71K - $1.99K
48 $2.13K
Jan 10, 2023 Q4 2022
Ewg Elevate Inc.

BUY
 -
25
New
$890 - $1.04K
25 $1.11K
Feb 13, 2023 Q4 2022
Trustcore Financial Services, LLC

BUY
 -
2
+ 0.19%
$71.2 - $82.9
1.08K $48.1K
Q3 2022
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
146K
+ 23.35%
$5.22M - $6.16M
770K $34.2M
Nov 07, 2022 Q3 2022
Mount Yale Investment Advisors, LLC

BUY
 -
7.21K
New
$258K - $305K
7.21K $320K
Nov 03, 2022 Q3 2022
Acg Wealth

BUY
 -
2.53K
+ 80.81%
$90.6K - $107K
5.66K $252K
Oct 26, 2022 Q3 2022
Avestar Capital, LLC

BUY
 -
2.53K
+ 2.82%
$90.4K - $107K
92.2K $4.09M
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
2.03K
New
$72.7K - $85.8K
2.03K $90.3K
Oct 13, 2022 Q3 2022
Newbridge Financial Services Group, Inc.

BUY
 -
1.36K
New
$48.7K - $57.5K
1.36K $60.5K
Nov 14, 2022 Q3 2022
Objective Capital Management, LLC

BUY
 -
1K
+ 17.05%
$35.8K - $42.2K
6.87K $305K
Nov 14, 2022 Q3 2022
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
560
New
$20K - $23.6K
560 $24.9K
Nov 15, 2022 Q3 2022
Nvwm, LLC

BUY
 -
500
New
$17.9K - $21.1K
500 $22.2K
Oct 31, 2022 Q3 2022
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
387
New
$13.9K - $16.3K
387 $17.2K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
200
New
$7.16K - $8.45K
200 $8.89K
Oct 20, 2022 Q3 2022
Focused Wealth Management, Inc

BUY
 -
140
New
$5.01K - $5.91K
140 $6.22K
Oct 12, 2022 Q3 2022
Horan Securities, Inc.

BUY
 -
96
+ 38.55%
$3.44K - $4.05K
345 $15.3K
Nov 01, 2022 Q3 2022
Strategic Asset Management, LLC

BUY
 -
92
+ 4.44%
$3.29K - $3.89K
2.17K $96.2K
Nov 14, 2022 Q3 2022
Ellis Investment Partners, LLC

BUY
 -
10
+ 0.54%
$358 - $422
1.85K $82.1K
Nov 08, 2022 Q3 2022
Sage Private Wealth Group, LLC

BUY
 -
2
+ 0.4%
$71.6 - $84.5
507 $22.5K
Nov 02, 2022 Q3 2022
Clear Street Markets LLC

BUY
 -
1
New
$35.8 - $42.2
1 $44.4
Q2 2022
Jul 15, 2022 Q2 2022
Miracle Mile Advisors, LLC

BUY
 -
61.8K
New
$2.3M - $2.66M
61.8K $2.75M
Jul 25, 2022 Q2 2022
Saxon Interests, Inc.

BUY
 -
30.1K
+ 389.55%
$1.12M - $1.29M
37.8K $1.68M
Jul 26, 2022 Q2 2022
Bouchey Financial Group LTD

BUY
 -
28.6K
New
$1.06M - $1.23M
28.6K $1.27M
Aug 11, 2022 Q2 2022
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
6K
New
$223K - $258K
6K $267K

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