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 $1.09 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

24,547

Previous 23,886 2.77%

Holding current value

$1.09 Million

Previous $1.09 Million 1.38%

% of portfolio

0.02%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

593

Shares Held

137M

Call Options Held

Put Options Held

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About FIRST TR VALUE LINE DIVID INDE

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