49 Wealth Management, LLC First Tr Value Line Divid Inde Transaction History

49 Wealth Management, LLC

$939 Billion
Q2 2025

A detailed history of 49 Wealth Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, 49 Wealth Management, LLC holds 10,003 shares of FVD stock, worth $462,538. This represents 0.05% of its overall portfolio holdings.

Number of Shares

10,003

Previous 14,466 30.85%

Holding current value

$462,538

Previous $645 Million 30.68%

% of portfolio

0.05%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$40.62 - $45.12 $181,287 - $201,370	-4,463 Reduced 30.85%	10,003 $447 Million
Q1 2025 Apr 30, 2025	BUY	$42.61 - $45.51 $144,277 - $154,096	3,386 Added 30.56%	14,466 $645 Million
Q4 2024 Feb 14, 2025	SELL	$43.4 - $46.7 $74,734 - $80,417	-1,722 Reduced 13.45%	11,080 $484 Million
Q3 2024 Nov 12, 2024	SELL	$40.45 - $45.49 $55,133 - $62,002	-1,363 Reduced 9.62%	12,802 $582 Million
Q2 2024 Jul 30, 2024	BUY	$39.94 - $42.43 $11,702 - $12,431	293 Added 2.11%	14,165 $575 Million
Q1 2024 May 07, 2024	BUY	$39.94 - $42.23 $37,943 - $40,118	950 Added 7.35%	13,872 $581 Million
Q4 2023 May 07, 2024	BUY	$36.09 - $40.63 $466,354 - $525,020	12,922 New	12,922 $524 Million

Others Institutions Holding FVD

# of Institutions

642

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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49 Wealth Management, LLC First Tr Value Line Divid Inde Transaction History