Avantax Advisory Services, Inc. First Tr Value Line Divid Inde Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 447,429 shares of FVD stock, worth $20.6 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

447,429

Previous 507,807 11.89%

Holding current value

$20.6 Million

Previous $22.6 Million 11.67%

% of portfolio

0.11%

Previous 0.14%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$40.62 - $45.12 $2.45 Million - $2.72 Million	-60,378 Reduced 11.89%	447,429 $20 Million
Q1 2025 May 06, 2025	SELL	$42.61 - $45.51 $1.52 Million - $1.63 Million	-35,738 Reduced 6.57%	507,807 $22.6 Million
Q4 2024 Feb 07, 2025	BUY	$43.4 - $46.7 $1.16 Million - $1.25 Million	26,826 Added 5.19%	543,545 $23.7 Million
Q3 2024 Nov 13, 2024	SELL	$40.45 - $45.49 $8.42 Million - $9.47 Million	-208,114 Reduced 28.71%	516,719 $23.5 Million
Q2 2024 Aug 09, 2024	SELL	$39.94 - $42.43 $1.34 Million - $1.42 Million	-33,450 Reduced 4.41%	724,833 $29.5 Million
Q1 2024 May 08, 2024	SELL	$39.94 - $42.23 $14.3 Million - $15.1 Million	-358,386 Reduced 32.09%	758,283 $32 Million
Q4 2023 Feb 07, 2024	SELL	$36.09 - $40.63 $1.34 Million - $1.51 Million	-37,153 Reduced 3.22%	1,116,669 $45.3 Million
Q3 2023 Nov 07, 2023	BUY	$37.39 - $41.11 $185,977 - $204,481	4,974 Added 0.43%	1,153,822 $43.1 Million
Q2 2023 Aug 11, 2023	BUY	$38.66 - $40.72 $763,303 - $803,975	19,744 Added 1.75%	1,148,848 $46.1 Million
Q1 2023 Apr 28, 2023	BUY	$38.43 - $41.37 $1.75 Million - $1.88 Million	45,462 Added 4.2%	1,129,104 $45.3 Million
Q4 2022 Feb 13, 2023	BUY	$35.61 - $41.46 $106,901 - $124,462	3,002 Added 0.28%	1,083,642 $43.2 Million
Q3 2022 Nov 01, 2022	BUY	$35.79 - $42.23 $468,670 - $553,001	13,095 Added 1.23%	1,080,640 $38.7 Million
Q2 2022 Aug 02, 2022	SELL	$37.24 - $43.02 $1.4 Million - $1.62 Million	-37,649 Reduced 3.41%	1,067,545 $41.4 Million
Q1 2022 Apr 27, 2022	SELL	$39.95 - $43.09 $6.24 Million - $6.73 Million	-156,095 Reduced 12.38%	1,105,194 $46.8 Million
Q4 2021 Jan 24, 2022	BUY	$39.46 - $43.04 $657,995 - $717,692	16,675 Added 1.34%	1,261,289 $54.3 Million
Q3 2021 Oct 21, 2021	SELL	$39.2 - $41.72 $280,515 - $298,548	-7,156 Reduced 0.57%	1,244,614 $48.8 Million
Q2 2021 Jul 29, 2021	BUY	$38.16 - $40.72 $11,600 - $12,378	304 Added 0.02%	1,251,770 $49.8 Million
Q1 2021 May 13, 2021	SELL	$34.56 - $38.32 $3.95 Million - $4.38 Million	-114,359 Reduced 8.37%	1,251,466 $47.5 Million
Q4 2020 Jan 22, 2021	SELL	$31.33 - $35.27 $5.29 Million - $5.96 Million	-168,979 Reduced 11.01%	1,365,825 $47.9 Million
Q3 2020 Oct 14, 2020	BUY	$29.87 - $32.88 $7.94 Million - $8.74 Million	265,807 Added 20.95%	1,534,804 $48.3 Million
Q2 2020 Aug 06, 2020	BUY	$26.27 - $33.19 $391,659 - $494,829	14,909 Added 1.19%	1,268,997 $38.5 Million
Q1 2020 Apr 30, 2020	BUY	$23.88 - $36.88 $1.54 Million - $2.37 Million	64,309 Added 5.41%	1,254,088 $34.7 Million
Q4 2019 Feb 14, 2020	BUY	$33.78 - $36.07 $34.8 Million - $37.1 Million	1,029,740 Added 643.43%	1,189,779 $42.9 Million
Q3 2019 Nov 08, 2019	BUY	$32.88 - $35.03 $1.77 Million - $1.88 Million	53,709 Added 50.51%	160,039 $5.58 Million
Q2 2019 Aug 06, 2019	BUY	$32.21 - $34.04 $19,197 - $20,287	596 Added 0.56%	106,330 $3.59 Million
Q1 2019 May 13, 2019	BUY	$28.59 - $32.53 $553,416 - $629,683	19,357 Added 22.41%	105,734 $3.43 Million
Q4 2018 Feb 13, 2019	BUY	$27.8 - $31.88 $2.4 Million - $2.75 Million	86,377 New	86,377 $2.51 Million

Others Institutions Holding FVD

# of Institutions

643

Shares Held

141M

Call Options Held

Put Options Held

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About FIRST TR VALUE LINE DIVID INDE

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Avantax Advisory Services, Inc. First Tr Value Line Divid Inde Transaction History