Comprehensive Financial Consultants Institutional, Inc. First Tr Value Line Divid Inde Transaction History

Comprehensive Financial Consultants Institutional, Inc.

$258 Million
Q1 2025

A detailed history of Comprehensive Financial Consultants Institutional, Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Comprehensive Financial Consultants Institutional, Inc. holds 35,761 shares of FVD stock, worth $1.61 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

35,761

Previous 35,739 0.06%

Holding current value

$1.61 Million

Previous $1.56 Million 2.25%

% of portfolio

0.62%

Previous 0.61%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$42.61 - $45.51 $937 - $1,001	22 Added 0.06%	35,761 $1.59 Million
Q4 2024 Jan 24, 2025	SELL	$43.4 - $46.7 $34,242 - $36,846	-789 Reduced 2.16%	35,739 $1.56 Million
Q3 2024 Oct 31, 2024	SELL	$40.45 - $45.49 $16,624 - $18,696	-411 Reduced 1.11%	36,528 $1.66 Million
Q2 2024 Jul 17, 2024	BUY	$39.94 - $42.43 $40,379 - $42,896	1,011 Added 2.81%	36,939 $1.51 Million
Q1 2024 May 02, 2024	SELL	$39.94 - $42.23 $103,244 - $109,164	-2,585 Reduced 6.71%	35,928 $1.52 Million
Q4 2023 Jan 24, 2024	BUY	$36.09 - $40.63 $49,046 - $55,216	1,359 Added 3.66%	38,513 $1.56 Million
Q3 2023 Nov 13, 2023	BUY	$37.39 - $41.11 $4,711 - $5,179	126 Added 0.34%	37,154 $1.39 Million
Q2 2023 Jul 24, 2023	SELL	$38.66 - $40.72 $40,902 - $43,081	-1,058 Reduced 2.78%	37,028 $1.48 Million
Q1 2023 Apr 19, 2023	SELL	$38.43 - $41.37 $84,661 - $91,138	-2,203 Reduced 5.47%	38,086 $1.53 Million
Q4 2022 Jan 30, 2023	SELL	$35.61 - $41.46 $18,908 - $22,015	-531 Reduced 1.3%	40,289 $1.61 Million
Q3 2022 Nov 14, 2022	SELL	$35.79 - $42.23 $78,451 - $92,568	-2,192 Reduced 5.1%	40,820 $1.49 Million
Q2 2022 Aug 09, 2022	SELL	$37.24 - $43.02 $41,634 - $48,096	-1,118 Reduced 2.53%	43,012 $1.66 Million
Q1 2022 May 11, 2022	SELL	$39.95 - $43.09 $1,598 - $1,723	-40 Reduced 0.09%	44,130 $1.79 Million
Q4 2021 Mar 10, 2022	BUY	$39.46 - $43.04 $1.74 Million - $1.9 Million	44,170 New	44,170 $1.81 Million

Others Institutions Holding FVD

# of Institutions

639

Shares Held

142M

Call Options Held

Put Options Held

823

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About FIRST TR VALUE LINE DIVID INDE

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Comprehensive Financial Consultants Institutional, Inc. First Tr Value Line Divid Inde Transaction History