Strategic Financial Partners, Ltd. First Tr Value Line Divid Inde Transaction History

Strategic Financial Partners, Ltd.

$195 Million
Q4 2024

A detailed history of Strategic Financial Partners, Ltd. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Strategic Financial Partners, Ltd. holds 9,865 shares of FVD stock, worth $440,866. This represents 0.22% of its overall portfolio holdings.

Number of Shares

9,865

Previous 9,752 1.16%

Holding current value

$440,866

Previous $443,000 2.93%

% of portfolio

0.22%

Previous 0.23%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$43.4 - $46.7 $4,904 - $5,277	113 Added 1.16%	9,865 $430,000
Q3 2024 Oct 28, 2024	BUY	$40.45 - $45.49 $14,117 - $15,876	349 Added 3.71%	9,752 $443,000
Q2 2024 Jul 24, 2024	SELL	$39.94 - $42.43 $38,981 - $41,411	-976 Reduced 9.4%	9,403 $383,000
Q1 2024 Jul 10, 2024	SELL	$39.94 - $42.23 $35,626 - $37,669	-892 Reduced 7.91%	10,379 $438,000
Q4 2023 Jul 10, 2024	SELL	$36.09 - $40.63 $4,330 - $4,875	-120 Reduced 1.05%	11,271 $457,000
Q3 2023 Jul 10, 2024	BUY	$37.39 - $41.11 $13,310 - $14,635	356 Added 3.23%	11,391 $425,000
Q2 2023 Jul 10, 2024	SELL	$38.66 - $40.72 $3,170 - $3,339	-82 Reduced 0.74%	11,035 $442,000
Q1 2023 Jul 10, 2024	SELL	$38.43 - $41.37 $53,071 - $57,131	-1,381 Reduced 11.05%	11,117 $446,000
Q4 2022 Jul 10, 2024	BUY	$35.61 - $41.46 $178 - $207	5 Added 0.04%	12,498 $499,000
Q3 2022 Jul 10, 2024	SELL	$35.79 - $42.23 $100,033 - $118,032	-2,795 Reduced 18.28%	12,493 $447,000
Q2 2022 Jul 10, 2024	BUY	$37.24 - $43.02 $148 - $172	4 Added 0.03%	15,288 $593,000
Q1 2022 Jul 10, 2024	SELL	$39.95 - $43.09 $55,210 - $59,550	-1,382 Reduced 8.29%	15,284 $647,000
Q4 2021 Jul 09, 2024	SELL	$39.46 - $43.04 $10,456 - $11,405	-265 Reduced 1.57%	16,666 $717,000
Q3 2021 Jul 09, 2024	BUY	$39.2 - $41.72 $52,802 - $56,196	1,347 Added 8.64%	16,931 $664,000
Q2 2021 Jul 09, 2024	BUY	$38.16 - $40.72 $70,557 - $75,291	1,849 Added 13.46%	15,584 $620,000
Q1 2021 Jul 09, 2024	SELL	$34.56 - $38.32 $5,736 - $6,361	-166 Reduced 1.19%	13,735 $522,000
Q4 2020 Jul 09, 2024	BUY	$31.33 - $35.27 $2,788 - $3,139	89 Added 0.64%	13,901 $488,000
Q3 2020 Jul 09, 2024	SELL	$29.87 - $32.88 $15,173 - $16,703	-508 Reduced 3.55%	13,812 $435,000
Q2 2020 Jul 09, 2024	SELL	$26.27 - $33.19 $28,660 - $36,210	-1,091 Reduced 7.08%	14,320 $434,000
Q1 2020 Jul 09, 2024	BUY	$23.88 - $36.88 $79,615 - $122,957	3,334 Added 27.61%	15,411 $427,000
Q4 2019 Jul 08, 2024	BUY	$33.78 - $36.07 $407,961 - $435,617	12,077 New	12,077 $435,000

Others Institutions Holding FVD

# of Institutions

603

Shares Held

145M

Call Options Held

Put Options Held

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 Strategic Financial Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Partners, Ltd. with notifications on news.

Account

Strategic Financial Partners, Ltd. First Tr Value Line Divid Inde Transaction History