Gratus Wealth Advisors, LLC First Tr Value Line Divid Inde Transaction History

Gratus Wealth Advisors, LLC

$710 Billion
Q3 2025

A detailed history of Gratus Wealth Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 6,158 shares of FVD stock, worth $282,713. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,158

Previous 6,158 -0.0%

Holding current value

$282,713

Previous $275 Million 3.45%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$40.62 - $45.12 $1,462 - $1,624	36 Added 0.59%	6,158 $275 Million
Q1 2025 May 06, 2025	SELL	$42.61 - $45.51 $31,616 - $33,768	-742 Reduced 10.81%	6,122 $273 Million
Q4 2024 Feb 13, 2025	BUY	$43.4 - $46.7 $1,866 - $2,008	43 Added 0.63%	6,864 $300 Million
Q3 2024 Oct 08, 2024	BUY	$40.45 - $45.49 $1,375 - $1,546	34 Added 0.5%	6,821 $305 Million
Q2 2024 Jul 22, 2024	SELL	$39.94 - $42.43 $32,790 - $34,835	-821 Reduced 10.79%	6,787 $287 Million

Q1 2024 May 09, 2024	SELL	$39.94 - $42.23 $11,143 - $11,782	-279 Reduced 3.54%	7,608 $305 Million
Q4 2023 May 09, 2024	BUY	$36.09 - $40.63 $284,641 - $320,448	7,887 New	7,887 $320 Million

Others Institutions Holding FVD

# of Institutions

656

Shares Held

138M

Call Options Held

Put Options Held

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

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Gratus Wealth Advisors, LLC First Tr Value Line Divid Inde Transaction History