Able Financial Group, LLC First Tr Value Line Divid Inde Transaction History

Able Financial Group, LLC

$339 Billion
Q4 2024

A detailed history of Able Financial Group, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Able Financial Group, LLC holds 23,818 shares of FVD stock, worth $1.06 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

23,818

Previous 21,833 9.09%

Holding current value

$1.06 Million

Previous $993 Million 4.66%

% of portfolio

0.31%

Previous 0.31%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 27, 2025	BUY	$43.4 - $46.7 $86,149 - $92,699	1,985 Added 9.09%	23,818 $1.04 Billion
Q3 2024 Oct 31, 2024	SELL	$40.45 - $45.49 $27,465 - $30,887	-679 Reduced 3.02%	21,833 $993 Million
Q2 2024 Jul 26, 2024	SELL	$39.94 - $42.43 $16,774 - $17,820	-420 Reduced 1.83%	22,512 $917 Million
Q1 2024 May 10, 2024	SELL	$39.94 - $42.23 $39,660 - $41,934	-993 Reduced 4.15%	22,932 $968 Million
Q4 2023 Jan 24, 2024	SELL	$36.09 - $40.63 $10,538 - $11,863	-292 Reduced 1.21%	23,925 $970 Million
Q3 2023 Nov 07, 2023	BUY	$37.39 - $41.11 $174,499 - $191,860	4,667 Added 23.87%	24,217 $905 Million
Q2 2023 Aug 10, 2023	BUY	$38.66 - $40.72 $183,248 - $193,012	4,740 Added 32.01%	19,550 $784 Million
Q1 2023 May 15, 2023	BUY	$38.43 - $41.37 $569,148 - $612,689	14,810 New	14,810 $595 Million

Others Institutions Holding FVD

# of Institutions

636

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 Able Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Able Financial Group, LLC with notifications on news.

Account

Able Financial Group, LLC First Tr Value Line Divid Inde Transaction History