Captrust Financial Advisors First Tr Value Line Divid Inde Transaction History

Captrust Financial Advisors

  • $43.1 Billion
  • Q2 2025

A detailed history of Captrust Financial Advisors transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Captrust Financial Advisors holds 35,874 shares of FVD stock, worth $1.65 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
35,874
Previous 24,635 45.62%
Holding current value
$1.65 Million
Previous $1.1 Million 45.99%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
BUY
$40.62 - $45.12 $456,528 - $507,103
11,239 Added 45.62%
35,874 $1.6 Million
Q1 2025

May 14, 2025
BUY
$42.61 - $45.51 $64,852 - $69,266
1,522 Added 6.59%
24,635 $1.1 Million
Q4 2024

Feb 14, 2025
BUY
$43.4 - $46.7 $77,165 - $83,032
1,778 Added 8.33%
23,113 $1.01 Million
Q3 2024

Nov 14, 2024
SELL
$40.45 - $45.49 $72,405 - $81,427
-1,790 Reduced 7.74%
21,335 $970,000
Q2 2024

Aug 14, 2024
SELL
$39.94 - $42.43 $10,064 - $10,692
-252 Reduced 1.08%
23,125 $942,000
Q1 2024

May 15, 2024
SELL
$39.94 - $42.23 $9,905 - $10,473
-248 Reduced 1.05%
23,377 $987,000
Q4 2023

Feb 14, 2024
BUY
$36.09 - $40.63 $113,430 - $127,700
3,143 Added 15.35%
23,625 $958,000
Q3 2023

Nov 14, 2023
SELL
$37.39 - $41.11 $55,785 - $61,336
-1,492 Reduced 6.79%
20,482 $765,000
Q2 2023

Aug 14, 2023
BUY
$38.66 - $40.72 $70,206 - $73,947
1,816 Added 9.01%
21,974 $880,000
Q1 2023

May 15, 2023
BUY
$38.43 - $41.37 $13,488 - $14,520
351 Added 1.77%
20,158 $809,000
Q4 2022

Feb 15, 2023
BUY
$35.61 - $41.46 $48,714 - $56,717
1,368 Added 7.42%
19,807 $790,000
Q3 2022

Nov 16, 2022
BUY
$35.79 - $42.23 $93,698 - $110,558
2,618 Added 16.55%
18,439 $660,000
Q2 2022

Aug 16, 2022
BUY
$37.24 - $43.02 $70,420 - $81,350
1,891 Added 13.58%
15,821 $614,000
Q1 2022

May 16, 2022
SELL
$39.95 - $43.09 $114,696 - $123,711
-2,871 Reduced 17.09%
13,930 $589,000
Q4 2021

Feb 14, 2022
BUY
$39.46 - $43.04 $148,132 - $161,572
3,754 Added 28.77%
16,801 $723,000
Q3 2021

Nov 16, 2021
BUY
$39.2 - $41.72 $38,847 - $41,344
991 Added 8.22%
13,047 $511,000
Q2 2021

Aug 16, 2021
BUY
$38.16 - $40.72 $3,014 - $3,216
79 Added 0.66%
12,056 $479,000
Q1 2021

May 17, 2021
BUY
$34.56 - $38.32 $287,366 - $318,630
8,315 Added 227.06%
11,977 $455,000
Q4 2020

Feb 16, 2021
BUY
$31.33 - $35.27 $56,863 - $64,015
1,815 Added 98.27%
3,662 $128,000
Q3 2020

Nov 17, 2020
SELL
$29.87 - $32.88 $54,273 - $59,742
-1,817 Reduced 49.59%
1,847 $58,000
Q2 2020

Aug 14, 2020
BUY
$26.27 - $33.19 $96,253 - $121,608
3,664 New
3,664 $111,000

Others Institutions Holding FVD

# of Institutions
657
Shares Held
138M
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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