Kraematon Investment Advisors, Inc First Tr Value Line Divid Inde Transaction History

Kraematon Investment Advisors, Inc

$95 Million
Q4 2024

A detailed history of Kraematon Investment Advisors, Inc transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Kraematon Investment Advisors, Inc holds 77,571 shares of FVD stock, worth $3.45 Million. This represents 3.56% of its overall portfolio holdings.

Number of Shares

77,571

Previous 78,531 1.22%

Holding current value

$3.45 Million

Previous $3.57 Million 5.24%

% of portfolio

3.56%

Previous 3.73%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$43.4 - $46.7 $41,664 - $44,832	-960 Reduced 1.22%	77,571 $3.39 Million
Q3 2024 Nov 08, 2024	SELL	$40.45 - $45.49 $160,586 - $180,595	-3,970 Reduced 4.81%	78,531 $3.57 Million
Q2 2024 Jul 12, 2024	SELL	$39.94 - $42.43 $40,818 - $43,363	-1,022 Reduced 1.22%	82,501 $3.36 Million
Q1 2024 May 03, 2024	SELL	$39.94 - $42.23 $83,274 - $88,049	-2,085 Reduced 2.44%	83,523 $3.53 Million
Q4 2023 Jan 12, 2024	SELL	$36.09 - $40.63 $135,120 - $152,118	-3,744 Reduced 4.19%	85,608 $3.47 Million
Q3 2023 Nov 01, 2023	SELL	$37.39 - $41.11 $105,551 - $116,053	-2,823 Reduced 3.06%	89,352 $3.34 Million
Q2 2023 Aug 10, 2023	SELL	$38.66 - $40.72 $99,704 - $105,016	-2,579 Reduced 2.72%	92,175 $3.7 Million
Q1 2023 Apr 12, 2023	SELL	$38.43 - $41.37 $25,479 - $27,428	-663 Reduced 0.69%	94,754 $3.81 Million
Q4 2022 Feb 13, 2023	BUY	$35.61 - $41.46 $4,629 - $5,389	130 Added 0.14%	95,417 $3.81 Million
Q3 2022 Nov 14, 2022	SELL	$35.79 - $42.23 $58,480 - $69,003	-1,634 Reduced 1.69%	95,287 $3.41 Million
Q2 2022 Jul 27, 2022	SELL	$37.24 - $43.02 $33,031 - $38,158	-887 Reduced 0.91%	96,921 $3.76 Million
Q1 2022 May 16, 2022	BUY	$39.95 - $43.09 $52,734 - $56,878	1,320 Added 1.37%	97,808 $4.14 Million
Q4 2021 Feb 16, 2022	BUY	$39.46 - $43.04 $3.81 Million - $4.15 Million	96,488 New	96,488 $4.15 Million

Others Institutions Holding FVD

# of Institutions

593

Shares Held

137M

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 Kraematon Investment Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Kraematon Investment Advisors, Inc with notifications on news.

Account

Kraematon Investment Advisors, Inc First Tr Value Line Divid Inde Transaction History