Accel Wealth Management First Tr Value Line Divid Inde Transaction History

Accel Wealth Management

$268 Million
Q1 2025

A detailed history of Accel Wealth Management transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Accel Wealth Management holds 44,476 shares of FVD stock, worth $2 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

44,476

Previous 46,416 4.18%

Holding current value

$2 Million

Previous $2.03 Million 2.96%

% of portfolio

0.73%

Previous 0.79%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$42.61 - $45.51 $82,663 - $88,289	-1,940 Reduced 4.18%	44,476 $1.97 Million
Q4 2024 Jan 21, 2025	SELL	$43.4 - $46.7 $122,084 - $131,367	-2,813 Reduced 5.71%	46,416 $2.03 Million
Q3 2024 Oct 15, 2024	SELL	$40.45 - $45.49 $62,171 - $69,918	-1,537 Reduced 3.03%	49,229 $2.24 Million
Q2 2024 Jul 12, 2024	SELL	$39.94 - $42.43 $15,177 - $16,123	-380 Reduced 0.74%	50,766 $2.07 Million
Q1 2024 Apr 19, 2024	BUY	$39.94 - $42.23 $25,641 - $27,111	642 Added 1.27%	51,146 $2.16 Million
Q4 2023 Jan 18, 2024	SELL	$36.09 - $40.63 $2,418 - $2,722	-67 Reduced 0.13%	50,504 $2.05 Million
Q3 2023 Oct 19, 2023	SELL	$37.39 - $41.11 $40,642 - $44,686	-1,087 Reduced 2.1%	50,571 $1.89 Million
Q2 2023 Jul 24, 2023	BUY	$38.66 - $40.72 $44,922 - $47,316	1,162 Added 2.3%	51,658 $2.07 Million
Q1 2023 Apr 20, 2023	BUY	$38.43 - $41.37 $5,879 - $6,329	153 Added 0.3%	50,496 $2.03 Million
Q4 2022 Jan 26, 2023	SELL	$35.61 - $41.46 $70,080 - $81,593	-1,968 Reduced 3.76%	50,343 $0
Q3 2022 Oct 12, 2022	BUY	$35.79 - $42.23 $2,684 - $3,167	75 Added 0.14%	52,311 $1.97 Million
Q2 2022 Aug 03, 2022	BUY	$37.24 - $43.02 $558 - $645	15 Added 0.03%	52,236 $2.02 Million
Q1 2022 Apr 29, 2022	SELL	$39.95 - $43.09 $12,384 - $13,357	-310 Reduced 0.59%	52,221 $2.22 Million
Q4 2021 Jan 18, 2022	BUY	$39.46 - $43.04 $71,343 - $77,816	1,808 Added 3.56%	52,531 $2.26 Million
Q3 2021 Nov 04, 2021	SELL	$39.2 - $41.72 $49,392 - $52,567	-1,260 Reduced 2.42%	50,723 $1.99 Million
Q2 2021 Aug 03, 2021	SELL	$38.16 - $40.72 $8,357 - $8,917	-219 Reduced 0.42%	51,983 $2.07 Million
Q1 2021 May 10, 2021	SELL	$34.56 - $38.32 $136,684 - $151,555	-3,955 Reduced 7.04%	52,202 $1.98 Million
Q4 2020 Jan 27, 2021	BUY	$31.33 - $35.27 $1.76 Million - $1.98 Million	56,157 New	56,157 $1.97 Million

Others Institutions Holding FVD

# of Institutions

638

Shares Held

142M

Call Options Held

Put Options Held

823

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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Accel Wealth Management First Tr Value Line Divid Inde Transaction History