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

Inspirion Wealth Advisors, LLC

$777 Million
Q3 2025

A detailed history of Inspirion Wealth Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 15,354 shares of FVD stock, worth $704,441. This represents 0.09% of its overall portfolio holdings.

Number of Shares

15,354

Previous 14,350 7.0%

Holding current value

$704,441

Previous $641,000 10.61%

% of portfolio

0.09%

Previous 0.09%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 06, 2025	BUY	$44.73 - $46.86 $44,908 - $47,047	1,004 Added 7.0%	15,354 $709,000
Q2 2025 Jul 09, 2025	SELL	$40.62 - $45.12 $31,277 - $34,742	-770 Reduced 5.09%	14,350 $641,000
Q1 2025 Apr 09, 2025	SELL	$42.61 - $45.51 $4,005 - $4,277	-94 Reduced 0.62%	15,120 $668,000
Q4 2024 Jan 14, 2025	SELL	$43.4 - $46.7 $6,076 - $6,538	-140 Reduced 0.91%	15,214 $663,000
Q3 2024 Oct 04, 2024	SELL	$40.45 - $45.49 $73,578 - $82,746	-1,819 Reduced 10.59%	15,354 $698,000
Q2 2024 Jul 12, 2024	SELL	$39.94 - $42.43 $37,943 - $40,308	-950 Reduced 5.24%	17,173 $699,000
Q1 2024 Apr 12, 2024	SELL	$39.94 - $42.23 $52,481 - $55,490	-1,314 Reduced 6.76%	18,123 $765,000
Q4 2023 Jan 10, 2024	BUY	$36.09 - $40.63 $230,073 - $259,016	6,375 Added 48.81%	19,437 $788,000
Q3 2023 Oct 13, 2023	BUY	$37.39 - $41.11 $52,532 - $57,759	1,405 Added 12.05%	13,062 $488,000
Q2 2023 Jul 20, 2023	BUY	$38.66 - $40.72 $14,304 - $15,066	370 Added 3.28%	11,657 $467,000
Q1 2023 Apr 07, 2023	SELL	$38.43 - $41.37 $19,215 - $20,685	-500 Reduced 4.24%	11,287 $453,000
Q4 2022 Jan 18, 2023	SELL	$35.61 - $41.46 $71,326 - $83,044	-2,003 Reduced 14.53%	11,787 $0
Q3 2022 Oct 18, 2022	SELL	$35.79 - $42.23 $44,451 - $52,449	-1,242 Reduced 8.26%	13,790 $494,000
Q2 2022 Jul 27, 2022	BUY	$37.24 - $43.02 $559,791 - $646,676	15,032 New	15,032 $583,000

Others Institutions Holding FVD

# of Institutions

644

Shares Held

141M

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