Goldstein Advisors, LLC First Tr Value Line Divid Inde Transaction History

Goldstein Advisors, LLC

$684 Billion
Q1 2025

A detailed history of Goldstein Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Goldstein Advisors, LLC holds 90,512 shares of FVD stock, worth $3.92 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

90,512

Previous 90,604 0.1%

Holding current value

$3.92 Million

Previous $3.95 Billion 2.07%

% of portfolio

0.59%

Previous 0.57%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$42.61 - $45.51 $3,920 - $4,186	-92 Reduced 0.1%	90,512 $4.04 Billion
Q4 2024 Jan 17, 2025	SELL	$43.4 - $46.7 $8,463 - $9,106	-195 Reduced 0.21%	90,604 $3.95 Billion
Q3 2024 Oct 24, 2024	SELL	$40.45 - $45.49 $47,286 - $53,177	-1,169 Reduced 1.27%	90,799 $4.13 Billion
Q2 2024 Jul 24, 2024	BUY	$39.94 - $42.43 $44,453 - $47,224	1,113 Added 1.23%	91,968 $3.75 Billion
Q1 2024 May 13, 2024	SELL	$39.94 - $42.23 $91,941 - $97,213	-2,302 Reduced 2.47%	90,855 $3.84 Billion
Q3 2023 Oct 18, 2023	SELL	$37.39 - $41.11 $139,016 - $152,846	-3,718 Reduced 3.84%	93,157 $3.48 Billion
Q2 2023 Jul 21, 2023	SELL	$38.66 - $40.72 $8,273 - $8,714	-214 Reduced 0.22%	96,875 $3.88 Billion
Q1 2023 May 09, 2023	BUY	$38.43 - $41.37 $54,839 - $59,034	1,427 Added 1.49%	97,089 $3.9 Billion
Q4 2022 Feb 03, 2023	BUY	$35.61 - $41.46 $3.41 Million - $3.97 Million	95,662 New	95,662 $3.82 Billion

Others Institutions Holding FVD

# of Institutions

626

Shares Held

146M

Call Options Held

Put Options Held

View Full List

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

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Goldstein Advisors, LLC First Tr Value Line Divid Inde Transaction History