Principal Securities, Inc. First Tr Value Line Divid Inde Transaction History

Principal Securities, Inc.

$5.32 Trillion
Q2 2025

A detailed history of Principal Securities, Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Principal Securities, Inc. holds 62,901 shares of FVD stock, worth $2.86 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

62,901

Previous 60,070 4.71%

Holding current value

$2.86 Million

Previous $2.62 Billion 7.26%

% of portfolio

0.05%

Previous 0.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$40.62 - $45.12 $114,995 - $127,734	2,831 Added 4.71%	62,901 $2.81 Billion
Q4 2024 Jan 30, 2025	SELL	$43.4 - $46.7 $131,285 - $141,267	-3,025 Reduced 4.79%	60,070 $2.62 Billion
Q3 2024 Oct 28, 2024	BUY	$40.45 - $45.49 $120,743 - $135,787	2,985 Added 4.97%	63,095 $2.87 Billion
Q2 2024 Jul 31, 2024	SELL	$39.94 - $42.43 $142,026 - $150,881	-3,556 Reduced 5.59%	60,110 $2.45 Billion
Q1 2024 May 10, 2024	SELL	$39.94 - $42.23 $945,938 - $1 Million	-23,684 Reduced 27.11%	63,666 $2.69 Billion
Q4 2023 Feb 07, 2024	BUY	$36.09 - $40.63 $3.15 Million - $3.55 Million	87,350 New	87,350 $3.54 Billion

Others Institutions Holding FVD

# of Institutions

643

Shares Held

141M

Call Options Held

Put Options Held

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

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Principal Securities, Inc. First Tr Value Line Divid Inde Transaction History