Savvy Advisors, Inc. First Tr Value Line Divid Inde Transaction History

Savvy Advisors, Inc.

$974 Million
Q1 2025

A detailed history of Savvy Advisors, Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Savvy Advisors, Inc. holds 27,980 shares of FVD stock, worth $1.26 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

27,980

Previous 25,605 9.28%

Holding current value

$1.26 Million

Previous $1.12 Million 11.64%

% of portfolio

0.13%

Previous 0.14%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$42.61 - $45.51 $101,198 - $108,086	2,375 Added 9.28%	27,980 $1.25 Million
Q4 2024 Feb 13, 2025	BUY	$43.4 - $46.7 $30,466 - $32,783	702 Added 2.82%	25,605 $1.12 Million
Q3 2024 Nov 05, 2024	BUY	$40.45 - $45.49 $2,548 - $2,865	63 Added 0.25%	24,903 $1.13 Billion
Q2 2024 Aug 14, 2024	SELL	$39.94 - $42.43 $386,219 - $410,298	-9,670 Reduced 28.02%	24,840 $1.01 Billion
Q1 2024 May 13, 2024	BUY	$39.94 - $42.23 $40,219 - $42,525	1,007 Added 3.01%	34,510 $1.46 Billion
Q4 2023 Feb 08, 2024	BUY	$36.09 - $40.63 $1.21 Million - $1.36 Million	33,503 New	33,503 $1.36 Billion

Others Institutions Holding FVD

# of Institutions

631

Shares Held

141M

Call Options Held

Put Options Held

823

View Full List

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

More about FVD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Savvy Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Savvy Advisors, Inc. with notifications on news.

Account

Savvy Advisors, Inc. First Tr Value Line Divid Inde Transaction History