Dhjj Financial Advisors, Ltd. First Tr Value Line Divid Inde Transaction History

Dhjj Financial Advisors, Ltd.

$219 Million
Q1 2025

A detailed history of Dhjj Financial Advisors, Ltd. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Dhjj Financial Advisors, Ltd. holds 136,371 shares of FVD stock, worth $5.97 Million. This represents 2.78% of its overall portfolio holdings.

Number of Shares

136,371

Previous 142,914 4.58%

Holding current value

$5.97 Million

Previous $6.24 Million 2.5%

% of portfolio

2.78%

Previous 2.72%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 18, 2025	SELL	$42.61 - $45.51 $278,797 - $297,771	-6,543 Reduced 4.58%	136,371 $6.08 Million
Q4 2024 Jan 29, 2025	SELL	$43.4 - $46.7 $207,235 - $222,992	-4,775 Reduced 3.23%	142,914 $6.24 Million
Q3 2024 Oct 22, 2024	BUY	$40.45 - $45.49 $35,596 - $40,031	880 Added 0.6%	147,689 $6.72 Million
Q2 2024 Jul 11, 2024	BUY	$39.94 - $42.43 $114,268 - $121,392	2,861 Added 1.99%	146,809 $5.98 Million
Q1 2024 Apr 11, 2024	BUY	$39.94 - $42.23 $1,917 - $2,027	48 Added 0.03%	143,948 $6.08 Million
Q4 2023 Jan 29, 2024	SELL	$36.09 - $40.63 $157,641 - $177,471	-4,368 Reduced 2.95%	143,900 $5.84 Million
Q3 2023 Oct 10, 2023	SELL	$37.39 - $41.11 $163,618 - $179,897	-4,376 Reduced 2.87%	148,268 $5.54 Million
Q2 2023 Jul 28, 2023	SELL	$38.66 - $40.72 $6,494 - $6,840	-168 Reduced 0.11%	152,644 $6.12 Million
Q1 2023 May 02, 2023	SELL	$38.43 - $41.37 $57,414 - $61,806	-1,494 Reduced 0.97%	152,812 $6.14 Million
Q4 2022 Feb 03, 2023	SELL	$35.61 - $41.46 $322,412 - $375,378	-9,054 Reduced 5.54%	154,306 $6.16 Million
Q3 2022 Nov 14, 2022	BUY	$35.79 - $42.23 $57,192 - $67,483	1,598 Added 0.99%	163,360 $5.85 Million
Q2 2022 Aug 04, 2022	BUY	$37.24 - $43.02 $122,780 - $141,836	3,297 Added 2.08%	161,762 $6.29 Million
Q1 2022 May 12, 2022	BUY	$39.95 - $43.09 $118,291 - $127,589	2,961 Added 1.9%	158,465 $6.75 Million
Q4 2021 Jan 21, 2022	BUY	$39.46 - $43.04 $98,847 - $107,815	2,505 Added 1.64%	155,504 $6.69 Million
Q3 2021 Nov 01, 2021	BUY	$39.2 - $41.72 $138,415 - $147,313	3,531 Added 2.36%	152,999 $6 Million
Q2 2021 Aug 05, 2021	BUY	$38.16 - $40.72 $43,197 - $46,095	1,132 Added 0.76%	149,468 $5.94 Million
Q1 2021 May 05, 2021	BUY	$34.56 - $38.32 $31,380 - $34,794	908 Added 0.62%	148,336 $5.63 Million
Q4 2020 Feb 16, 2021	BUY	$31.33 - $35.27 $4.62 Million - $5.2 Million	147,428 New	147,428 $5.17 Million

Others Institutions Holding FVD

# of Institutions

626

Shares Held

144M

Call Options Held

Put Options Held

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About FIRST TR VALUE LINE DIVID INDE

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Dhjj Financial Advisors, Ltd. First Tr Value Line Divid Inde Transaction History