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 |
---|---|---|---|---|---|---|---|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-349- 12.24% |
$15.1K - $16.3K
|
2.5K
$112K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-346- 0.4% |
$15K - $16.2K
|
85.7K
$3.85M
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-340- 0.68% |
$14.8K - $15.9K
|
49.8K
$2.24M
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-327- 0.51% |
$14.2K - $15.3K
|
64K
$2.87M
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-326- 3.84% |
$14.1K - $15.2K
|
8.17K
$367K
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-300- 0.13% |
$13K - $14K
|
226K
$10.2M
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-270- 2.41% |
$11.7K - $12.6K
|
10.9K
$492K
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-269- 1.12% |
$11.7K - $12.6K
|
23.8K
$1.07M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-258- 4.25% |
$11.2K - $12K
|
5.82K
$261K
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-250- 1.45% |
$10.9K - $11.7K
|
17K
$763K
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-250- 3.22% |
$10.9K - $11.7K
|
7.51K
$337K
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-250- 18.81% |
$10.9K - $11.7K
|
1.08K
$48.5K
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-245- 1.1% |
$10.6K - $11.4K
|
22K
$990K
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-232- 2.16% |
$10.1K - $10.8K
|
10.5K
$473K
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-221- 0.13% |
$9.59K - $10.3K
|
170K
$7.65M
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-215- 1.45% |
$9.33K - $10K
|
14.6K
$655K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-213- 17.9% |
$9.24K - $9.95K
|
977
$43.9K
|
|
Feb 14, 2025
Q4 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-212- 3.05% |
$9.2K - $9.9K
|
6.74K
$303K
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-195- 0.21% |
$8.46K - $9.11K
|
90.6K
$4.07M
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-185- 2.5% |
$8.03K - $8.64K
|
7.2K
$323K
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-179- 1.29% |
$7.77K - $8.36K
|
13.7K
$613K
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-161- 0.91% |
$6.99K - $7.52K
|
17.6K
$791K
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-156- 0.51% |
$6.77K - $7.29K
|
30.3K
$1.36M
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-154- 0.2% |
$6.68K - $7.19K
|
78.2K
$3.51M
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-152- 1.16% |
$6.6K - $7.1K
|
12.9K
$581K
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-147- 15.79% |
$6.38K - $6.86K
|
784
$35.2K
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-140- 0.91% |
$6.08K - $6.54K
|
15.2K
$683K
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-130- 0.11% |
$5.64K - $6.07K
|
120K
$5.37M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-128- 2.31% |
$5.56K - $5.98K
|
5.41K
$243K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-114- 2.33% |
$4.95K - $5.32K
|
4.77K
$214K
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-112- 1.8% |
$4.86K - $5.23K
|
6.1K
$274K
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-112- 0.28% |
$4.86K - $5.23K
|
40K
$1.8M
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-102- 0.57% |
$4.43K - $4.76K
|
17.7K
$796K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-100- 5.5% |
$4.34K - $4.67K
|
1.72K
$77.2K
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-100- 1.07% |
$4.34K - $4.67K
|
9.25K
$415K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-100- 1.27% |
$4.34K - $4.67K
|
7.75K
$348K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-81- 0.58% |
$3.52K - $3.78K
|
13.9K
$623K
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-76- 0.03% |
$3.3K - $3.55K
|
248K
$11.2M
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-68- 2.5% |
$2.95K - $3.18K
|
2.66K
$119K
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-65- 0.19% |
$2.82K - $3.04K
|
35K
$1.57M
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-65- 2.06% |
$2.82K - $3.04K
|
3.09K
$139K
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-60- 14.05% |
$2.6K - $2.8K
|
367
$16.5K
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-51- 0.74% |
$2.21K - $2.38K
|
6.83K
$307K
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-36- 0.04% |
$1.56K - $1.68K
|
102K
$4.6M
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-17- 0.21% |
$738 - $794
|
8.15K
$366K
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-12- 0.09% |
$521 - $560
|
13.7K
$616K
|
|
Jan 31, 2025
Q4 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-6- 0.08% |
$260 - $280
|
7.32K
$329K
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2- 0.01% |
$86.8 - $93.4
|
26.7K
$1.2M
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-735K- 15.75% |
$29.7M - $33.4M
|
3.93M
$177M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-188K- 4.87% |
$7.59M - $8.54M
|
3.66M
$165M
|