Higgins & Schmidt Wealth Strategies LLC First Tr Value Line Divid Inde Transaction History

Higgins & Schmidt Wealth Strategies LLC

$181 Billion
Q2 2025

A detailed history of Higgins & Schmidt Wealth Strategies LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Higgins & Schmidt Wealth Strategies LLC holds 124,080 shares of FVD stock, worth $5.62 Million. This represents 3.07% of its overall portfolio holdings.

Number of Shares

124,080

Previous 156,182 20.55%

Holding current value

$5.62 Million

Previous $6.96 Billion 20.36%

% of portfolio

3.07%

Previous 4.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 03, 2025	SELL	$40.62 - $45.12 $1.3 Million - $1.45 Million	-32,102 Reduced 20.55%	124,080 $5.55 Billion
Q1 2025 Apr 21, 2025	SELL	$42.61 - $45.51 $223,745 - $238,973	-5,251 Reduced 3.25%	156,182 $6.96 Billion
Q4 2024 Mar 25, 2025	SELL	$43.4 - $46.7 $7.03 Million - $7.57 Million	-162,041 Reduced 50.09%	161,433 $7.04 Billion
Q3 2024 Mar 25, 2025	BUY	$40.45 - $45.49 $231,899 - $260,794	5,733 Added 1.8%	323,474 $14.7 Billion
Q2 2024 Mar 25, 2025	SELL	$39.94 - $42.43 $50,164 - $53,292	-1,256 Reduced 0.39%	317,741 $12.9 Billion
Q1 2024 Mar 25, 2025	BUY	$39.94 - $42.23 $57,034 - $60,304	1,428 Added 0.45%	318,997 $13.5 Billion
Q4 2023 Mar 25, 2025	BUY	$36.09 - $40.63 $11.5 Million - $12.9 Million	317,569 New	317,569 $12.9 Billion

Others Institutions Holding FVD

# of Institutions

637

Shares Held

142M

Call Options Held

Put Options Held

823

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

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Higgins & Schmidt Wealth Strategies LLC First Tr Value Line Divid Inde Transaction History