Elevated Capital Advisors, LLC First Tr Value Line Divid Inde Transaction History

Elevated Capital Advisors, LLC

$322 Million
Q4 2024

A detailed history of Elevated Capital Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Elevated Capital Advisors, LLC holds 75,906 shares of FVD stock, worth $3.4 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

75,906

Previous 77,279 1.78%

Holding current value

$3.4 Million

Previous $3.52 Million 5.78%

% of portfolio

1.03%

Previous 1.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$43.4 - $46.7 $59,588 - $64,119	-1,373 Reduced 1.78%	75,906 $3.31 Million
Q3 2024 Oct 22, 2024	SELL	$40.45 - $45.49 $20,427 - $22,972	-505 Reduced 0.65%	77,279 $3.52 Million
Q2 2024 Aug 01, 2024	SELL	$39.94 - $42.43 $5.64 Million - $5.99 Million	-141,168 Reduced 64.47%	77,784 $3.17 Million
Q1 2024 Apr 15, 2024	BUY	$39.94 - $42.23 $443,413 - $468,837	11,102 Added 5.34%	218,952 $9.25 Million
Q4 2023 Jan 09, 2024	SELL	$36.09 - $40.63 $38,941 - $43,839	-1,079 Reduced 0.52%	207,850 $8.43 Million
Q3 2023 Oct 17, 2023	BUY	$37.39 - $41.11 $5.42 Million - $5.96 Million	145,049 Added 227.06%	208,929 $7.81 Million
Q2 2023 Aug 18, 2023	BUY	$38.66 - $40.72 $2.47 Million - $2.6 Million	63,880 New	63,880 $2.56 Million

Others Institutions Holding FVD

# of Institutions

636

Shares Held

145M

Call Options Held

Put Options Held

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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Elevated Capital Advisors, LLC First Tr Value Line Divid Inde Transaction History