A detailed history of 4 Wealth Advisors, Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, 4 Wealth Advisors, Inc. holds 13,956 shares of FVD stock, worth $632,067. This represents 0.63% of its overall portfolio holdings.

Number of Shares
13,956
Previous 13,686 1.97%
Holding current value
$632,067
Previous $610 Million 2.22%
% of portfolio
0.63%
Previous 0.67%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025

BUY
$40.62 - $45.12 $10,967 - $12,182
270 Added 1.97%
13,956 $624 Million
Q1 2025

May 05, 2025

BUY
$42.61 - $45.51 $79,936 - $85,376
1,876 Added 15.88%
13,686 $610 Million
Q4 2024

Feb 14, 2025

BUY
$43.4 - $46.7 $512,554 - $551,527
11,810 New
11,810 $515 Million

Others Institutions Holding FVD

About FIRST TR VALUE LINE DIVID INDE


  • Ticker FVD
  • Sector ETFs
  • Industry ETFs
More about FVD
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