Higgins & Schmidt Wealth Strategies LLC First Tr Value Line Divid Inde Transaction History

Higgins & Schmidt Wealth Strategies LLC

  • $198 Billion
  • Q3 2025

A detailed history of Higgins & Schmidt Wealth Strategies LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Higgins & Schmidt Wealth Strategies LLC holds 123,323 shares of FVD stock, worth $5.66 Million. This represents 2.88% of its overall portfolio holdings.

Number of Shares
123,323
Previous 124,080 0.61%
Holding current value
$5.66 Million
Previous $5.55 Billion 2.81%
% of portfolio
2.88%
Previous 3.07%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
SELL
$44.73 - $46.86 $33,860 - $35,473
-757 Reduced 0.61%
123,323 $5.7 Billion
Q2 2025

Jul 03, 2025
SELL
$40.62 - $45.12 $1.3 Million - $1.45 Million
-32,102 Reduced 20.55%
124,080 $5.55 Billion
Q1 2025

Apr 21, 2025
SELL
$42.61 - $45.51 $223,745 - $238,973
-5,251 Reduced 3.25%
156,182 $6.96 Billion
Q4 2024

Mar 25, 2025
SELL
$43.4 - $46.7 $7.03 Million - $7.57 Million
-162,041 Reduced 50.09%
161,433 $7.04 Billion
Q3 2024

Mar 25, 2025
BUY
$40.45 - $45.49 $231,899 - $260,794
5,733 Added 1.8%
323,474 $14.7 Billion
Q2 2024

Mar 25, 2025
SELL
$39.94 - $42.43 $50,164 - $53,292
-1,256 Reduced 0.39%
317,741 $12.9 Billion
Q1 2024

Mar 25, 2025
BUY
$39.94 - $42.23 $57,034 - $60,304
1,428 Added 0.45%
318,997 $13.5 Billion
Q4 2023

Mar 25, 2025
BUY
$36.09 - $40.63 $11.5 Million - $12.9 Million
317,569 New
317,569 $12.9 Billion

Others Institutions Holding FVD

# of Institutions
644
Shares Held
141M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR VALUE LINE DIVID INDE

FVD Quotes by TradingView
  • Ticker FVD
  • Sector ETFs
  • Industry ETFs
More about FVD
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