Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 09, 2021
Q3 2021
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-7KClosed |
$274K - $292K
|
0
$0
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
SELL
|
- |
-5.52KClosed |
$217K - $230K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-5.09KClosed |
$199K - $212K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.93KClosed |
$115K - $122K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-687- 9.92% |
$26.9K - $28.7K
|
6.24K
$283K
|
|
Nov 03, 2021
Q3 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-559- 50.0% |
$21.9K - $23.3K
|
559
$25.3K
|
|
Oct 22, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-556Closed |
$21.8K - $23.2K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-466Closed |
$18.3K - $19.4K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Albion Financial Group
|
SELL
|
- |
-150Closed |
$5.88K - $6.26K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-30- 4.29% |
$1.18K - $1.25K
|
670
$30.4K
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-37KClosed |
$1.41M - $1.51M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-26.6KClosed |
$1.01M - $1.08M
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-16.7KClosed |
$639K - $681K
|
0
$0
|
|
Jul 23, 2021
Q2 2021
|
Belvedere Trading LLC
|
SELL
|
- |
-10.3KClosed |
$394K - $421K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-8.75KClosed |
$334K - $356K
|
0
$0
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-5.35K- 98.53% |
$204K - $218K
|
80
$3.63K
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-2.13KClosed |
$81.3K - $86.7K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-751Closed |
$28.7K - $30.6K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-393Closed |
$15K - $16K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Trust CO
|
SELL
|
- |
-245Closed |
$9.35K - $9.98K
|
0
$0
|
|
Jul 08, 2021
Q2 2021
|
Canton Hathaway, LLC
|
SELL
|
- |
-197Closed |
$7.52K - $8.02K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-92Closed |
$3.51K - $3.75K
|
0
$0
|
|
Q1 2021 | |||||||
May 24, 2021
Q1 2021
|
Advisory Resource Group
|
SELL
|
- |
-273KClosed |
$9.43M - $10.5M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-228KClosed |
$7.9M - $8.76M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-12.4KClosed |
$427K - $474K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-10.6KClosed |
$365K - $404K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Life Pro Asset Management
|
SELL
|
- |
-10.5KClosed |
$361K - $401K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-7.14KClosed |
$247K - $274K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
American Financial Advisors, LLC
|
SELL
|
- |
-6.68KClosed |
$231K - $256K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-6.31KClosed |
$218K - $242K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-6.16KClosed |
$213K - $236K
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
Barber Financial Group, Inc.
|
SELL
|
- |
-6.14KClosed |
$212K - $235K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.95KClosed |
$67.4K - $74.7K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-1.51KClosed |
$52.2K - $57.9K
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.51K- 81.08% |
$52.1K - $57.8K
|
352
$16K
|
|
Apr 26, 2021
Q1 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-968- 49.19% |
$33.5K - $37.1K
|
1K
$45.3K
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-586Closed |
$20.3K - $22.5K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-575Closed |
$19.9K - $22K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Defined Wealth Management, LLC
|
SELL
|
- |
-434Closed |
$15K - $16.6K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-175Closed |
$6.05K - $6.71K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-100Closed |
$3.46K - $3.83K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1Closed |
$34.6 - $38.3
|
0
$0
|
|
Q4 2020 | |||||||
Feb 09, 2021
Q4 2020
|
D.B. Root & Company, LLC
|
SELL
|
- |
-49.1KClosed |
$1.54M - $1.73M
|
0
$0
|
|
Jan 25, 2021
Q4 2020
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-15.8KClosed |
$496K - $558K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Andesa Financial Management Inc.
|
SELL
|
- |
-7.68KClosed |
$241K - $271K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-3.62KClosed |
$114K - $128K
|
0
$0
|
|
Jan 13, 2021
Q4 2020
|
Arlington Partners LLC
|
SELL
|
- |
-3.1KClosed |
$97K - $109K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Motco
|
SELL
|
- |
-529Closed |
$16.6K - $18.7K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-500Closed |
$15.7K - $17.6K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-371Closed |
$11.6K - $13.1K
|
0
$0
|