Foundations Investment Advisors, LLC First Tr Value Line Divid Inde Transaction History

Foundations Investment Advisors, LLC

  • $4.87 Billion
  • Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 24,547 shares of FVD stock, worth $1.06 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
24,547
Previous 23,886 2.77%
Holding current value
$1.06 Million
Previous $1.09 Million 1.38%
% of portfolio
0.02%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$43.4 - $46.7 $28,687 - $30,868
661 Added 2.77%
24,547 $1.07 Million
Q3 2024

Oct 21, 2024
SELL
$40.45 - $45.49 $4,489 - $5,049
-111 Reduced 0.46%
23,886 $1.09 Million
Q2 2024

Aug 02, 2024
SELL
$39.94 - $42.43 $149,415 - $158,730
-3,741 Reduced 13.49%
23,997 $977,000
Q1 2024

May 13, 2024
SELL
$39.94 - $42.23 $2.29 Million - $2.43 Million
-57,444 Reduced 67.44%
27,738 $1.17 Million
Q4 2023

Feb 08, 2024
SELL
$36.09 - $40.63 $999,656 - $1.13 Million
-27,699 Reduced 24.54%
85,182 $3.45 Million
Q3 2023

Oct 05, 2023
BUY
$37.39 - $41.11 $236,192 - $259,691
6,317 Added 5.93%
112,881 $4.22 Million
Q2 2023

Jul 19, 2023
BUY
$38.66 - $40.72 $106,624 - $112,305
2,758 Added 2.66%
106,564 $4.27 Million
Q1 2023

Apr 25, 2023
BUY
$38.43 - $41.37 $502,164 - $540,581
13,067 Added 14.4%
103,806 $4.17 Million
Q4 2022

Jan 11, 2023
SELL
$35.61 - $41.46 $222,633 - $259,207
-6,252 Reduced 6.45%
90,739 $0
Q3 2022

Oct 19, 2022
SELL
$35.79 - $42.23 $300,492 - $354,563
-8,396 Reduced 7.97%
96,991 $3.47 Million
Q2 2022

Jul 08, 2022
BUY
$37.24 - $43.02 $3.92 Million - $4.53 Million
105,387 New
105,387 $4.11 Million

Others Institutions Holding FVD

# of Institutions
637
Shares Held
146M
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
Track This Portfolio

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email