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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-76- 19.9% |
$3.4K - $3.56K
|
306
$14K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-74- 0.25% |
$3.31K - $3.47K
|
29K
$1.33M
|
|
|
Nov 06, 2025
Q3 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-61- 0.61% |
$2.73K - $2.86K
|
9.92K
$456K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-56- 1.17% |
$2.5K - $2.62K
|
4.74K
$217K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-50- 13.62% |
$2.24K - $2.34K
|
317
$14.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-44- 0.05% |
$1.97K - $2.06K
|
89.8K
$4.12M
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-39- 0.11% |
$1.74K - $1.83K
|
35.2K
$1.62M
|
|
|
Nov 06, 2025
Q3 2025
|
1776 Wealth LLC
|
SELL
|
- |
-26- 0.02% |
$1.16K - $1.22K
|
135K
$6.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-13- 0.18% |
$581 - $609
|
7.37K
$338K
|
|
|
Nov 07, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-3- 0.04% |
$134 - $141
|
7.37K
$338K
|
|
| Q2 2025 | |||||||
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-155K- 36.41% |
$6.3M - $7M
|
271K
$12.4M
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
SELL
|
- |
-69.5K- 28.34% |
$2.82M - $3.13M
|
176K
$8.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-60.4K- 11.89% |
$2.45M - $2.72M
|
447K
$20.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-14.5K- 5.13% |
$591K - $656K
|
269K
$12.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.1K- 28.11% |
$329K - $365K
|
20.7K
$951K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-6.09K- 39.3% |
$247K - $275K
|
9.4K
$432K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4.92K- 8.22% |
$200K - $222K
|
54.8K
$2.52M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.63K- 97.17% |
$188K - $209K
|
135
$6.2K
|
|
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-3.64K- 7.08% |
$148K - $164K
|
47.7K
$2.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-3.35K- 21.79% |
$136K - $151K
|
12K
$552K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3.29K- 90.85% |
$134K - $148K
|
331
$15.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.74K- 23.05% |
$111K - $124K
|
9.15K
$420K
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-2.51K- 23.01% |
$102K - $113K
|
8.41K
$386K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.5K- 82.37% |
$60.7K - $67.5K
|
320
$14.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.21K- 13.09% |
$49.2K - $54.7K
|
8.05K
$369K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-900- 2.3% |
$36.6K - $40.6K
|
38.2K
$1.75M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-889- 4.06% |
$36.1K - $40.1K
|
21K
$963K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-728- 2.44% |
$29.6K - $32.8K
|
29.1K
$1.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-674- 5.81% |
$27.4K - $30.4K
|
10.9K
$501K
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-520- 3.15% |
$21.1K - $23.5K
|
16K
$735K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-500- 3.08% |
$20.3K - $22.6K
|
15.7K
$722K
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-474- 9.25% |
$19.3K - $21.4K
|
4.65K
$214K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-460- 5.31% |
$18.7K - $20.8K
|
8.2K
$376K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-448- 45.48% |
$18.2K - $20.2K
|
537
$24.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-417- 4.89% |
$16.9K - $18.8K
|
8.11K
$372K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-410- 3.76% |
$16.7K - $18.5K
|
10.5K
$482K
|
|
|
Aug 14, 2025
Q2 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-400- 3.02% |
$16.2K - $18K
|
12.9K
$590K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-282- 5.87% |
$11.5K - $12.7K
|
4.52K
$207K
|
|
|
Aug 08, 2025
Q2 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-159- 1.54% |
$6.46K - $7.17K
|
10.1K
$466K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-84- 17.36% |
$3.41K - $3.79K
|
400
$18.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-50- 11.11% |
$2.03K - $2.26K
|
400
$18.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-48- 0.38% |
$1.95K - $2.17K
|
12.5K
$572K
|
|
|
Aug 12, 2025
Q2 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-25- 0.34% |
$1.02K - $1.13K
|
7.29K
$335K
|
|
| Q1 2025 | |||||||
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-17.5K- 69.65% |
$747K - $798K
|
7.64K
$351K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-4.64K- 19.06% |
$198K - $211K
|
19.7K
$905K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-4.49K- 57.93% |
$191K - $204K
|
3.26K
$150K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.29K- 1.47% |
$97.5K - $104K
|
153K
$7.04M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-837- 10.07% |
$35.7K - $38.1K
|
7.48K
$343K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-825- 62.26% |
$35.2K - $37.5K
|
500
$23K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-663- 34.78% |
$28.3K - $30.2K
|
1.24K
$57.1K
|
|