Founders Financial Alliance, LLC First Tr Value Line Divid Inde Transaction History

Founders Financial Alliance, LLC

$356 Million
Q4 2024

A detailed history of Founders Financial Alliance, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 8,566 shares of FVD stock, worth $379,645. This represents 0.1% of its overall portfolio holdings.

Number of Shares

8,566

Previous 8,500 0.78%

Holding current value

$379,645

Previous $386,000 3.37%

% of portfolio

0.1%

Previous 0.11%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$43.4 - $46.7 $2,864 - $3,082	66 Added 0.78%	8,566 $373,000
Q3 2024 Nov 01, 2024	SELL	$40.45 - $45.49 $1,982 - $2,229	-49 Reduced 0.57%	8,500 $386,000
Q2 2024 Aug 23, 2024	BUY	$39.94 - $42.43 $118,102 - $125,465	2,957 Added 52.88%	8,549 $348,000
Q1 2024 May 14, 2024	SELL	$39.94 - $42.23 $5,711 - $6,038	-143 Reduced 2.49%	5,592 $236,000
Q4 2023 Feb 09, 2024	BUY	$36.09 - $40.63 $6,532 - $7,354	181 Added 3.26%	5,735 $232,000
Q3 2023 Nov 13, 2023	BUY	$37.39 - $41.11 $149 - $164	4 Added 0.07%	5,554 $207,000
Q2 2023 Aug 11, 2023	BUY	$38.66 - $40.72 $14,768 - $15,555	382 Added 7.39%	5,550 $222,000
Q1 2023 May 15, 2023	SELL	$38.43 - $41.37 $119,171 - $128,288	-3,101 Reduced 37.5%	5,168 $207,000
Q4 2022 Feb 15, 2023	BUY	$35.61 - $41.46 $178 - $207	5 Added 0.06%	8,269 $330,000
Q3 2022 Nov 14, 2022	SELL	$35.79 - $42.23 $31,423 - $37,077	-878 Reduced 9.6%	8,264 $296,000
Q2 2022 Aug 15, 2022	SELL	$37.24 - $43.02 $6,963 - $8,044	-187 Reduced 2.0%	9,142 $355,000
Q1 2022 May 12, 2022	BUY	$39.95 - $43.09 $6,951 - $7,497	174 Added 1.9%	9,329 $395,000
Q4 2021 Feb 14, 2022	BUY	$39.46 - $43.04 $3,433 - $3,744	87 Added 0.96%	9,155 $394,000
Q3 2021 Nov 15, 2021	BUY	$39.2 - $41.72 $3,449 - $3,671	88 Added 0.98%	9,068 $355,000
Q2 2021 Aug 02, 2021	BUY	$38.16 - $40.72 $24,269 - $25,897	636 Added 7.62%	8,980 $358,000
Q1 2021 May 14, 2021	SELL	$34.56 - $38.32 $66,147 - $73,344	-1,914 Reduced 18.66%	8,344 $336,000
Q4 2020 Feb 04, 2021	BUY	$31.33 - $35.27 $14,317 - $16,118	457 Added 4.66%	10,258 $358,000
Q3 2020 Nov 13, 2020	BUY	$29.87 - $32.88 $292,755 - $322,256	9,801 New	9,801 $315,000

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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Founders Financial Alliance, LLC First Tr Value Line Divid Inde Transaction History