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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-13.8K- 6.92% |
$599K - $644K
|
186K
$8.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-13.8K- 16.06% |
$597K - $643K
|
71.9K
$3.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-13.2K- 27.19% |
$575K - $619K
|
35.5K
$1.59M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-12.5K- 46.72% |
$543K - $585K
|
14.3K
$641K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-11.1K- 4.08% |
$480K - $517K
|
260K
$11.7M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11.1K- 10.49% |
$480K - $516K
|
94.3K
$4.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10.6K- 14.51% |
$462K - $497K
|
62.7K
$2.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-10.5K- 17.93% |
$455K - $490K
|
48K
$2.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-10.2K- 9.47% |
$444K - $478K
|
97.8K
$4.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-9.13K- 20.1% |
$396K - $426K
|
36.3K
$1.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.85K- 1.16% |
$384K - $413K
|
755K
$33.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.13K- 2.06% |
$309K - $333K
|
339K
$15.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-7.01K- 50.0% |
$304K - $327K
|
7.01K
$315K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-6.91K- 2.42% |
$300K - $323K
|
279K
$12.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6.62K- 12.8% |
$287K - $309K
|
45.1K
$2.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-6.62K- 20.82% |
$287K - $309K
|
25.2K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.51K- 3.32% |
$283K - $304K
|
190K
$8.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-6.28K- 7.78% |
$273K - $293K
|
74.5K
$3.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-6.22K- 17.85% |
$270K - $290K
|
28.6K
$1.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.11K- 1.29% |
$265K - $285K
|
468K
$21M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-6.09K- 27.3% |
$264K - $284K
|
16.2K
$728K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.85K- 5.32% |
$254K - $273K
|
104K
$4.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-5.78K- 4.73% |
$251K - $270K
|
116K
$5.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-5.63K- 12.66% |
$244K - $263K
|
38.9K
$1.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-5.45K- 22.78% |
$237K - $255K
|
18.5K
$830K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.45K- 3.38% |
$237K - $255K
|
156K
$6.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.42K- 7.53% |
$235K - $253K
|
66.6K
$2.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-5.35K- 4.88% |
$232K - $250K
|
104K
$4.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-5.08K- 5.84% |
$221K - $237K
|
82K
$3.68M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-4.96K- 0.65% |
$215K - $232K
|
764K
$34.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.95K- 2.22% |
$215K - $231K
|
218K
$9.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Treasure Coast Financial Planning
|
SELL
|
- |
-4.84K- 4.47% |
$210K - $226K
|
103K
$4.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-4.82K- 31.22% |
$209K - $225K
|
10.6K
$477K
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-4.82K- 17.46% |
$209K - $225K
|
22.8K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-4.78K- 3.23% |
$207K - $223K
|
143K
$6.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.77K- 7.76% |
$207K - $223K
|
56.6K
$2.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.62K- 4.59% |
$200K - $216K
|
95.9K
$4.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.57K- 15.57% |
$198K - $213K
|
24.8K
$1.11M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.35K- 5.9% |
$189K - $203K
|
69.3K
$3.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-4.17K- 1.93% |
$181K - $195K
|
212K
$9.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-4.09K- 34.84% |
$177K - $191K
|
7.64K
$343K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-3.9K- 9.96% |
$169K - $182K
|
35.2K
$1.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.81K- 1.6% |
$165K - $178K
|
234K
$10.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.4K- 0.3% |
$147K - $159K
|
1.12M
$50.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3.29K- 49.99% |
$143K - $154K
|
3.29K
$148K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-3.24K- 20.47% |
$141K - $151K
|
12.6K
$566K
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-3.24K- 19.64% |
$141K - $151K
|
13.3K
$596K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.21K- 17.71% |
$139K - $150K
|
14.9K
$671K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.03K- 4.79% |
$131K - $141K
|
60.1K
$2.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.98K- 9.38% |
$129K - $139K
|
28.8K
$1.29M
|