Atlas Private Wealth Advisors First Tr Value Line Divid Inde Transaction History

Atlas Private Wealth Advisors

$691 Million
Q1 2025

A detailed history of Atlas Private Wealth Advisors transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Atlas Private Wealth Advisors holds 5,480 shares of FVD stock, worth $251,641. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,480

Previous 5,480 -0.0%

Holding current value

$251,641

Previous $239,000 2.09%

% of portfolio

0.04%

Previous 0.03%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 12, 2024	BUY	$39.94 - $42.43 $218,871 - $232,516	5,480 New	5,480 $223,000
Q4 2023 Jan 10, 2024	SELL	$36.09 - $40.63 $209,646 - $236,019	-5,809 Reduced 39.55%	8,880 $360,000
Q3 2023 Oct 10, 2023	SELL	$37.39 - $41.11 $20,377 - $22,404	-545 Reduced 3.58%	14,689 $549,000
Q2 2023 Aug 04, 2023	BUY	$38.66 - $40.72 $232,385 - $244,767	6,011 Added 65.17%	15,234 $610,000
Q1 2023 Apr 12, 2023	SELL	$38.43 - $41.37 $209,212 - $225,218	-5,444 Reduced 37.12%	9,223 $370,000
Q4 2022 Feb 14, 2023	SELL	$35.61 - $41.46 $65,486 - $76,244	-1,839 Reduced 11.14%	14,667 $585,000
Q3 2022 Nov 14, 2022	SELL	$35.79 - $42.23 $177,912 - $209,925	-4,971 Reduced 23.15%	16,506 $591,000
Q2 2022 Aug 15, 2022	SELL	$37.24 - $43.02 $847,284 - $978,791	-22,752 Reduced 51.44%	21,477 $834,000
Q1 2022 Apr 26, 2022	SELL	$39.95 - $43.09 $5.27 Million - $5.68 Million	-131,871 Reduced 74.88%	44,229 $1.87 Million
Q4 2021 Apr 21, 2022	SELL	$39.46 - $43.04 $2.51 Million - $2.74 Million	-63,564 Reduced 26.52%	176,100 $7.58 Million
Q3 2021 Oct 26, 2021	SELL	$39.2 - $41.72 $102,900 - $109,515	-2,625 Reduced 1.08%	239,664 $9.4 Million
Q2 2021 Aug 02, 2021	BUY	$38.16 - $40.72 $1.23 Million - $1.32 Million	32,296 Added 15.38%	242,289 $9.64 Million
Q1 2021 Apr 28, 2021	BUY	$34.56 - $38.32 $2.41 Million - $2.67 Million	69,766 Added 49.75%	209,993 $7.98 Million
Q4 2020 Jan 29, 2021	BUY	$31.33 - $35.27 $975,522 - $1.1 Million	31,137 Added 28.54%	140,227 $4.92 Million
Q3 2020 Oct 27, 2020	BUY	$29.87 - $32.88 $519,887 - $572,276	17,405 Added 18.98%	109,090 $3.43 Million
Q2 2020 Aug 14, 2020	BUY	$26.27 - $33.19 $2.41 Million - $3.04 Million	91,685 New	91,685 $2.78 Million

Others Institutions Holding FVD

# of Institutions

631

Shares Held

141M

Call Options Held

Put Options Held

823

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 Atlas Private Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Atlas Private Wealth Advisors with notifications on news.

Account

Atlas Private Wealth Advisors First Tr Value Line Divid Inde Transaction History