A detailed history of Acg Wealth transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Acg Wealth holds 5,663 shares of FVD stock, worth $247,473. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,663
Previous 3,132 80.81%
Holding current value
$247,473
Previous $122,000 66.39%
% of portfolio
0.05%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 03, 2022

BUY
$35.79 - $42.23 $90,584 - $106,884
2,531 Added 80.81%
5,663 $203,000
Q2 2022

Jul 13, 2022

BUY
$37.24 - $43.02 $116,635 - $134,738
3,132 New
3,132 $122,000
Q2 2021

Aug 06, 2021

SELL
$38.16 - $40.72 $431,475 - $460,421
-11,307 Closed
0 $0
Q1 2021

May 03, 2021

SELL
$34.56 - $38.32 $208,500 - $231,184
-6,033 Reduced 34.79%
11,307 $429,000
Q4 2020

Feb 02, 2021

BUY
$31.33 - $35.27 $23,340 - $26,276
745 Added 4.49%
17,340 $608,000
Q3 2020

Nov 12, 2020

BUY
$29.87 - $32.88 $208,373 - $229,370
6,976 Added 72.52%
16,595 $522,000
Q2 2020

Oct 07, 2020

SELL
$26.27 - $33.19 $2.54 Million - $3.21 Million
-96,688 Reduced 90.95%
9,619 $292,000
Q1 2020

Oct 07, 2020

BUY
$23.88 - $36.88 $27,247 - $42,080
1,141 Added 1.08%
106,307 $2.94 Million
Q4 2019

Feb 13, 2020

BUY
$33.78 - $36.07 $3.31 Million - $3.53 Million
97,920 Added 1351.37%
105,166 $3.79 Million
Q3 2019

Oct 30, 2019

SELL
$32.88 - $35.03 $347,673 - $370,407
-10,574 Reduced 59.34%
7,246 $253,000
Q2 2019

Aug 06, 2019

BUY
$32.21 - $34.04 $573,982 - $606,592
17,820 New
17,820 $601,000
Q1 2018

Apr 10, 2018

SELL
$29.04 - $31.85 $951,582 - $1.04 Million
-32,768 Closed
0 $0
Q4 2017

Feb 08, 2018

BUY
$29.86 - $31.21 $978,452 - $1.02 Million
32,768
32,768 $1.01 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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