Hb Wealth Management, LLC First Tr Value Line Divid Inde Transaction History

Hb Wealth Management, LLC

$14.5 Billion
Q3 2025

A detailed history of Hb Wealth Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Hb Wealth Management, LLC holds 7,624 shares of FVD stock, worth $349,789. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,624

Previous 7,608 0.21%

Holding current value

$349,789

Previous $340,000 3.53%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$44.73 - $46.86 $715 - $749	16 Added 0.21%	7,624 $352,000
Q2 2025 Jul 17, 2025	SELL	$40.62 - $45.12 $651,666 - $723,860	-16,043 Reduced 67.83%	7,608 $340,000
Q1 2025 May 07, 2025	BUY	$42.61 - $45.51 $729,738 - $779,404	17,126 Added 262.47%	23,651 $1.05 Million
Q4 2024 Jan 15, 2025	BUY	$43.4 - $46.7 $737 - $793	17 Added 0.26%	6,525 $284,000
Q3 2024 Oct 15, 2024	SELL	$40.45 - $45.49 $87,169 - $98,030	-2,155 Reduced 24.88%	6,508 $296,000
Q2 2024 Jul 26, 2024	BUY	$39.94 - $42.43 $87,428 - $92,879	2,189 Added 33.81%	8,663 $353,000
Q1 2024 Apr 30, 2024	SELL	$39.94 - $42.23 $12,860 - $13,598	-322 Reduced 4.74%	6,474 $273,000
Q4 2023 Jan 16, 2024	BUY	$36.09 - $40.63 $469 - $528	13 Added 0.19%	6,796 $275,000
Q3 2023 Oct 13, 2023	BUY	$37.39 - $41.11 $673 - $739	18 Added 0.27%	6,783 $253,000
Q2 2023 Jul 13, 2023	BUY	$38.66 - $40.72 $541 - $570	14 Added 0.21%	6,765 $271,000
Q1 2023 Apr 13, 2023	SELL	$38.43 - $41.37 $28,668 - $30,862	-746 Reduced 9.95%	6,751 $271,000
Q4 2022 Jan 20, 2023	BUY	$35.61 - $41.46 $40,381 - $47,015	1,134 Added 17.82%	7,497 $0
Q3 2022 Oct 19, 2022	SELL	$35.79 - $42.23 $28,238 - $33,319	-789 Reduced 11.03%	6,363 $228,000
Q2 2022 Jul 15, 2022	BUY	$37.24 - $43.02 $30,238 - $34,932	812 Added 12.81%	7,152 $278,000
Q1 2022 May 16, 2022	BUY	$39.95 - $43.09 $559 - $603	14 Added 0.22%	6,340 $268,000
Q4 2021 Feb 15, 2022	BUY	$39.46 - $43.04 $249,623 - $272,271	6,326 New	6,326 $272,000

Others Institutions Holding FVD

# of Institutions

648

Shares Held

141M

Call Options Held

Put Options Held

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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Hb Wealth Management, LLC First Tr Value Line Divid Inde Transaction History