Insight Wealth Strategies, LLC First Tr Value Line Divid Inde Transaction History

Insight Wealth Strategies, LLC

$749 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 31, 2022	SELL	$39.46 - $43.04 $313,785 - $342,254	-7,952 Closed	0 $0
Q3 2021 Oct 28, 2021	SELL	$39.2 - $41.72 $78 - $83	-2 Reduced 0.03%	7,952 $312,000
Q2 2021 Aug 12, 2021	BUY	$38.16 - $40.72 $648 - $692	17 Added 0.21%	7,954 $316,000
Q1 2021 May 12, 2021	SELL	$34.56 - $38.32 $1,900 - $2,107	-55 Reduced 0.69%	7,937 $301,000
Q4 2020 Feb 05, 2021	SELL	$31.33 - $35.27 $40,791 - $45,921	-1,302 Reduced 14.01%	7,992 $280,000
Q3 2020 Oct 29, 2020	SELL	$29.87 - $32.88 $25,270 - $27,816	-846 Reduced 8.34%	9,294 $292,000
Q2 2020 Jul 31, 2020	SELL	$26.27 - $33.19 $3,099 - $3,916	-118 Reduced 1.15%	10,140 $307,000
Q1 2020 Apr 21, 2020	SELL	$23.88 - $36.88 $87,591 - $135,275	-3,668 Reduced 26.34%	10,258 $284,000
Q4 2019 Feb 21, 2020	BUY	$33.78 - $36.07 $73,809 - $78,812	2,185 Added 18.61%	13,926 $502,000
Q3 2019 Nov 06, 2019	BUY	$32.88 - $35.03 $386,044 - $411,287	11,741 New	11,741 $409,000

Others Institutions Holding FVD

# of Institutions

586

Shares Held

139M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

21.4M
Shares

$935 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

17.6M
Shares

$767 Million
0.37% of portfolio
Bank Of America Corp Charlotte, NC

7.15M
Shares

$312 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

6.98M
Shares

$305 Million
0.07% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.58M
Shares

$200 Million
0.05% of portfolio

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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