A detailed history of Iht Wealth Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Iht Wealth Management, LLC holds 172,996 shares of FVD stock, worth $7.85 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
172,996
Previous 220,681 21.61%
Holding current value
$7.85 Million
Previous $8.99 Million 12.49%
% of portfolio
0.23%
Previous 0.34%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$40.45 - $45.49 $1.93 Million - $2.17 Million
-47,685 Reduced 21.61%
172,996 $7.87 Million
Q2 2024

Aug 14, 2024

SELL
$39.94 - $42.43 $176,534 - $187,540
-4,420 Reduced 1.96%
220,681 $8.99 Million
Q1 2024

May 15, 2024

SELL
$39.94 - $42.23 $521,017 - $550,890
-13,045 Reduced 5.48%
225,101 $9.51 Million
Q4 2023

Feb 14, 2024

SELL
$36.09 - $40.63 $412,833 - $464,766
-11,439 Reduced 4.58%
238,146 $9.66 Million
Q3 2023

Nov 14, 2023

SELL
$37.39 - $41.11 $129,257 - $142,117
-3,457 Reduced 1.37%
249,585 $9.33 Million
Q2 2023

Aug 14, 2023

SELL
$38.66 - $40.72 $605,531 - $637,797
-15,663 Reduced 5.83%
253,042 $10.1 Million
Q1 2023

May 15, 2023

BUY
$38.43 - $41.37 $229,273 - $246,813
5,966 Added 2.27%
268,705 $10.8 Million
Q4 2022

Feb 14, 2023

BUY
$35.61 - $41.46 $1.76 Million - $2.05 Million
49,558 Added 23.25%
262,739 $10.5 Million
Q3 2022

Nov 22, 2022

BUY
$35.79 - $42.23 $102,502 - $120,946
2,864 Added 1.36%
213,181 $7.63 Million
Q2 2022

Aug 15, 2022

BUY
$37.24 - $43.02 $227,126 - $262,378
6,099 Added 2.99%
210,317 $8.16 Million
Q1 2022

May 16, 2022

BUY
$39.95 - $43.09 $362,865 - $391,386
9,083 Added 4.65%
204,218 $8.64 Million
Q4 2021

Feb 14, 2022

BUY
$39.46 - $43.04 $113,092 - $123,352
2,866 Added 1.49%
195,135 $8.4 Million
Q3 2021

Nov 15, 2021

SELL
$39.2 - $41.72 $103,684 - $110,349
-2,645 Reduced 1.36%
192,269 $7.54 Million
Q2 2021

Aug 16, 2021

BUY
$38.16 - $40.72 $42,777 - $45,647
1,121 Added 0.58%
194,914 $7.75 Million
Q1 2021

May 18, 2021

SELL
$34.56 - $38.32 $1.58 Million - $1.75 Million
-45,704 Reduced 19.08%
193,793 $7.36 Million
Q4 2020

Feb 17, 2021

BUY
$31.33 - $35.27 $553,883 - $623,538
17,679 Added 7.97%
239,497 $8.4 Million
Q3 2020

Nov 19, 2020

SELL
$29.87 - $32.88 $310,618 - $341,919
-10,399 Reduced 4.48%
221,818 $6.98 Million
Q2 2020

Aug 14, 2020

SELL
$26.27 - $33.19 $1.35 Million - $1.7 Million
-51,271 Reduced 18.09%
232,217 $7.04 Million
Q1 2020

May 13, 2020

BUY
$23.88 - $36.88 $1.07 Million - $1.65 Million
44,667 Added 18.7%
283,488 $7.85 Million
Q4 2019

Feb 18, 2020

BUY
$33.78 - $36.07 $1.62 Million - $1.73 Million
48,082 Added 25.21%
238,821 $8.61 Million
Q3 2019

Nov 15, 2019

BUY
$32.88 - $35.03 $110,345 - $117,560
3,356 Added 1.79%
190,739 $6.65 Million
Q2 2019

Aug 12, 2019

BUY
$32.21 - $34.04 $1.05 Million - $1.11 Million
32,679 Added 21.12%
187,383 $6.32 Million
Q1 2019

May 16, 2019

BUY
$28.59 - $32.53 $1.97 Million - $2.24 Million
68,814 Added 80.12%
154,704 $5.02 Million
Q4 2018

Feb 15, 2019

BUY
$27.8 - $31.88 $512,048 - $587,197
18,419 Added 27.3%
85,890 $2.5 Million
Q3 2018

Nov 14, 2018

SELL
$30.25 - $32.16 $34,878 - $37,080
-1,153 Reduced 1.68%
67,471 $2.14 Million
Q2 2018

Aug 13, 2018

SELL
$29.35 - $30.57 $179,504 - $186,966
-6,116 Reduced 8.18%
68,624 $2.08 Million
Q1 2018

May 15, 2018

BUY
$29.04 - $31.85 $290,574 - $318,691
10,006 Added 15.46%
74,740 $2.19 Million
Q4 2017

Feb 14, 2018

BUY
$29.86 - $31.21 $424,549 - $443,743
14,218 Added 28.15%
64,734 $2.01 Million
Q3 2017

Nov 14, 2017

BUY
$29.69 - $29.75 $1.5 Million - $1.5 Million
50,516
50,516 $1.51 Million

Others Institutions Holding FVD

About FIRST TR VALUE LINE DIVID INDE


  • Ticker FVD
  • Sector ETFs
  • Industry ETFs
More about FVD
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