Institute For Wealth Management, Llc. First Tr Value Line Divid Inde Transaction History

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025

A detailed history of Institute For Wealth Management, Llc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 24,495 shares of FVD stock, worth $1.13 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
24,495
Previous 24,592 0.39%
Holding current value
$1.13 Million
Previous $1.1 Million 3.0%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Oct 17, 2025
SELL
$44.73 - $46.86 $4,338 - $4,545
-97 Reduced 0.39%
24,495 $1.13 Million
Q2 2025

Jul 18, 2025
SELL
$40.62 - $45.12 $2,193 - $2,436
-54 Reduced 0.22%
24,592 $1.1 Million
Q4 2023

Jan 31, 2024
SELL
$36.09 - $40.63 $16,709 - $18,811
-463 Reduced 1.84%
24,646 $999,000
Q3 2023

Oct 13, 2023
SELL
$37.39 - $41.11 $1,233 - $1,356
-33 Reduced 0.13%
25,109 $938,000
Q4 2022

Feb 02, 2023
BUY
$35.61 - $41.46 $8,617 - $10,033
242 Added 0.97%
25,142 $1 Million
Q3 2022

Oct 18, 2022
SELL
$35.79 - $42.23 $35,790 - $42,230
-1,000 Reduced 3.86%
24,900 $891,000
Q2 2022

Jul 25, 2022
SELL
$37.24 - $43.02 $36,160 - $41,772
-971 Reduced 3.61%
25,900 $1.01 Million
Q1 2022

Apr 29, 2022
SELL
$39.95 - $43.09 $6,591 - $7,109
-165 Reduced 0.61%
26,871 $1.14 Million
Q2 2021

Jul 21, 2021
SELL
$38.16 - $40.72 $20,377 - $21,744
-534 Reduced 1.94%
27,036 $1.08 Million
Q4 2020

Feb 01, 2021
BUY
$31.33 - $35.27 $863,768 - $972,393
27,570 New
27,570 $967,000

Others Institutions Holding FVD

# of Institutions
656
Shares Held
140M
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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