Key Client Fiduciary Advisors, LLC First Tr Value Line Divid Inde Transaction History

Key Client Fiduciary Advisors, LLC

$203 Million
Q4 2024

A detailed history of Key Client Fiduciary Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 31,909 shares of FVD stock, worth $1.42 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

31,909

Previous 31,357 1.76%

Holding current value

$1.42 Million

Previous $1.43 Million 2.38%

% of portfolio

0.69%

Previous 0.71%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$43.4 - $46.7 $23,956 - $25,778	552 Added 1.76%	31,909 $1.39 Million
Q3 2024 Oct 18, 2024	BUY	$40.45 - $45.49 $131,664 - $148,069	3,255 Added 11.58%	31,357 $1.43 Million
Q2 2024 Jul 16, 2024	SELL	$39.94 - $42.43 $4.97 Million - $5.28 Million	-124,436 Reduced 81.58%	28,102 $1.15 Million
Q1 2024 Apr 15, 2024	BUY	$39.94 - $42.23 $28,916 - $30,574	724 Added 0.48%	152,538 $6.44 Million
Q4 2023 Jan 09, 2024	SELL	$36.09 - $40.63 $78,856 - $88,776	-2,185 Reduced 1.42%	151,814 $6.16 Million
Q3 2023 Nov 14, 2023	SELL	$37.39 - $41.11 $216,002 - $237,492	-5,777 Reduced 3.62%	153,999 $5.76 Million
Q2 2023 Jul 13, 2023	BUY	$38.66 - $40.72 $56,327 - $59,329	1,457 Added 0.92%	159,776 $6.41 Million
Q1 2023 Apr 25, 2023	BUY	$38.43 - $41.37 $362,279 - $389,994	9,427 Added 6.33%	158,319 $6.36 Million
Q4 2022 Jan 17, 2023	BUY	$35.61 - $41.46 $288,725 - $336,157	8,108 Added 5.76%	148,892 $0
Q3 2022 Oct 12, 2022	BUY	$35.79 - $42.23 $56,655 - $66,850	1,583 Added 1.14%	140,784 $5.04 Million
Q2 2022 Jul 19, 2022	BUY	$37.24 - $43.02 $175,810 - $203,097	4,721 Added 3.51%	139,201 $5.4 Million
Q1 2022 Apr 18, 2022	BUY	$39.95 - $43.09 $2.35 Million - $2.54 Million	58,905 Added 77.94%	134,480 $5.69 Million
Q4 2021 Mar 01, 2022	BUY	$39.46 - $43.04 $2.98 Million - $3.25 Million	75,575 New	75,575 $3.25 Million

Others Institutions Holding FVD

# of Institutions

584

Shares Held

135M

Call Options Held

Put Options Held

View Full List

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

More about FVD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Key Client Fiduciary Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Key Client Fiduciary Advisors, LLC with notifications on news.

Account

Key Client Fiduciary Advisors, LLC First Tr Value Line Divid Inde Transaction History