Fortress Wealth Group, LLC First Tr Value Line Divid Inde Transaction History

Fortress Wealth Group, LLC

  • $194 Million
  • Q2 2024

A detailed history of Fortress Wealth Group, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Fortress Wealth Group, LLC holds 47,221 shares of FVD stock, worth $2.11 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
47,221
Previous 49,144 3.91%
Holding current value
$2.11 Million
Previous $2.08 Million 7.28%
% of portfolio
0.99%
Previous 1.16%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
SELL
$39.94 - $42.43 $76,804 - $81,592
-1,923 Reduced 3.91%
47,221 $1.92 Million
Q1 2024

May 13, 2024
SELL
$39.94 - $42.23 $61,068 - $64,569
-1,529 Reduced 3.02%
49,144 $2.08 Million
Q4 2023

Jan 12, 2024
SELL
$36.09 - $40.63 $134,363 - $151,265
-3,723 Reduced 6.84%
50,673 $2.06 Million
Q3 2023

Oct 12, 2023
SELL
$37.39 - $41.11 $8,562 - $9,414
-229 Reduced 0.42%
54,396 $2.03 Million
Q2 2023

Aug 10, 2023
SELL
$38.66 - $40.72 $579 - $610
-15 Reduced 0.03%
54,625 $2.19 Million
Q1 2023

May 12, 2023
SELL
$38.43 - $41.37 $11.5 Million - $12.4 Million
-300,082 Reduced 84.6%
54,640 $2.19 Million
Q4 2022

Feb 07, 2023
BUY
$35.61 - $41.46 $20,938 - $24,378
588 Added 0.17%
354,722 $14.2 Million
Q3 2022

Nov 14, 2022
BUY
$35.79 - $42.23 $2.09 Million - $2.46 Million
58,339 Added 19.72%
354,134 $12.7 Million
Q2 2022

Aug 15, 2022
SELL
$37.24 - $43.02 $9,570 - $11,056
-257 Reduced 0.09%
295,795 $11.5 Million
Q1 2022

May 16, 2022
SELL
$39.95 - $43.09 $380,923 - $410,863
-9,535 Reduced 3.12%
296,052 $12.5 Million
Q4 2021

Feb 11, 2022
BUY
$39.46 - $43.04 $3.02 Million - $3.29 Million
76,438 Added 33.36%
305,587 $12.9 Million
Q3 2021

Nov 04, 2021
BUY
$39.2 - $41.72 $811,792 - $863,979
20,709 Added 9.94%
229,149 $8.98 Million
Q2 2021

Aug 13, 2021
BUY
$38.16 - $40.72 $7.95 Million - $8.49 Million
208,440 New
208,440 $8.29 Million

Others Institutions Holding FVD

# of Institutions
571
Shares Held
144M
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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