Beacon Financial Group First Tr Value Line Divid Inde Transaction History

Beacon Financial Group

  • $896 Million
  • Q2 2025

A detailed history of Beacon Financial Group transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Beacon Financial Group holds 414,756 shares of FVD stock, worth $19.2 Million. This represents 2.07% of its overall portfolio holdings.

Number of Shares
414,756
Previous 421,511 1.6%
Holding current value
$19.2 Million
Previous $18.6 Million 0.49%
% of portfolio
2.07%
Previous 2.14%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
SELL
$40.62 - $45.12 $274,388 - $304,785
-6,755 Reduced 1.6%
414,756 $18.5 Million
Q1 2025

Apr 10, 2025
SELL
$42.61 - $45.51 $735,789 - $785,866
-17,268 Reduced 3.94%
421,511 $18.6 Million
Q4 2024

Jan 29, 2025
SELL
$43.4 - $46.7 $948,029 - $1.02 Million
-21,844 Reduced 4.74%
438,779 $19.1 Million
Q3 2024

Nov 12, 2024
SELL
$40.45 - $45.49 $1.61 Million - $1.81 Million
-39,781 Reduced 7.95%
460,623 $21 Million
Q2 2024

Aug 06, 2024
BUY
$39.94 - $42.43 $402,834 - $427,948
10,086 Added 2.06%
500,404 $20.4 Million
Q1 2024

May 07, 2024
BUY
$39.94 - $42.23 $526,209 - $556,380
13,175 Added 2.76%
490,318 $20.7 Million
Q4 2023

Feb 23, 2024
BUY
$36.09 - $40.63 $1.32 Million - $1.48 Million
36,473 Added 8.28%
477,143 $19.4 Million
Q3 2023

Oct 16, 2023
BUY
$37.39 - $41.11 $5.23 Million - $5.75 Million
139,927 Added 46.53%
440,670 $17.3 Million
Q2 2023

Jul 20, 2023
BUY
$38.66 - $40.72 $11 Million - $11.6 Million
285,604 Added 1886.54%
300,743 $11.9 Million
Q1 2023

Apr 14, 2023
BUY
$38.43 - $41.37 $124,436 - $133,956
3,238 Added 27.21%
15,139 $611,000
Q4 2022

Jan 19, 2023
BUY
$35.61 - $41.46 $423,794 - $493,415
11,901 New
11,901 $475,000

Others Institutions Holding FVD

# of Institutions
635
Shares Held
141M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR VALUE LINE DIVID INDE

FVD Quotes by TradingView
  • Ticker FVD
  • Sector ETFs
  • Industry ETFs
More about FVD
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