Lido Advisors, LLC First Tr Value Line Divid Inde Transaction History

Lido Advisors, LLC

$21.7 Billion
Q4 2024

A detailed history of Lido Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Lido Advisors, LLC holds 31,465 shares of FVD stock, worth $1.41 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

31,465

Previous 32,504 3.2%

Holding current value

$1.41 Million

Previous $1.48 Million 7.1%

% of portfolio

0.01%

Previous 0.01%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$43.4 - $46.7 $45,092 - $48,521	-1,039 Reduced 3.2%	31,465 $1.37 Million
Q3 2024 Nov 14, 2024	SELL	$40.45 - $45.49 $347,667 - $390,986	-8,595 Reduced 20.91%	32,504 $1.48 Million
Q2 2024 Aug 14, 2024	BUY	$39.94 - $42.43 $96,175 - $102,171	2,408 Added 6.22%	41,099 $1.67 Million
Q1 2024 May 15, 2024	SELL	$39.94 - $42.23 $47,848 - $50,591	-1,198 Reduced 3.0%	38,691 $1.63 Million
Q4 2023 Feb 14, 2024	SELL	$36.09 - $40.63 $71,530 - $80,528	-1,982 Reduced 4.73%	39,889 $1.62 Million
Q3 2023 Nov 14, 2023	BUY	$37.39 - $41.11 $46,214 - $50,811	1,236 Added 3.04%	41,871 $1.57 Million
Q2 2023 Aug 09, 2023	SELL	$38.66 - $40.72 $357,643 - $376,700	-9,251 Reduced 18.54%	40,635 $1.63 Million
Q1 2023 May 15, 2023	BUY	$38.43 - $41.37 $1.16 Million - $1.25 Million	30,176 Added 153.1%	49,886 $2 Million
Q4 2022 Feb 14, 2023	BUY	$35.61 - $41.46 $320 - $373	9 Added 0.05%	19,710 $786,000
Q3 2022 Nov 14, 2022	SELL	$35.79 - $42.23 $44,486 - $52,491	-1,243 Reduced 5.93%	19,701 $705,000
Q2 2022 Aug 15, 2022	BUY	$37.24 - $43.02 $543,182 - $627,489	14,586 Added 229.41%	20,944 $812,000
Q1 2022 May 17, 2022	BUY	$39.95 - $43.09 $26,646 - $28,741	667 Added 11.72%	6,358 $268,000
Q4 2021 Feb 15, 2022	BUY	$39.46 - $43.04 $224,566 - $244,940	5,691 New	5,691 $244,000
Q3 2021 Nov 12, 2021	SELL	$39.2 - $41.72 $466,676 - $496,676	-11,905 Closed	0 $0
Q2 2021 Aug 12, 2021	BUY	$38.16 - $40.72 $19,003 - $20,278	498 Added 4.37%	11,905 $473,000
Q1 2021 May 13, 2021	BUY	$34.56 - $38.32 $76,308 - $84,610	2,208 Added 24.0%	11,407 $433,000
Q4 2020 Feb 08, 2021	BUY	$31.33 - $35.27 $62 - $70	2 Added 0.02%	9,199 $322,000
Q3 2020 Nov 12, 2020	SELL	$29.87 - $32.88 $808,789 - $890,291	-27,077 Reduced 74.65%	9,197 $289,000
Q3 2019 Nov 12, 2019	SELL	$32.88 - $35.03 $26,599 - $28,339	-809 Reduced 2.18%	36,274 $1.27 Million
Q2 2019 Aug 14, 2019	BUY	$32.21 - $34.04 $26,412 - $27,912	820 Added 2.26%	37,083 $1.25 Million
Q1 2019 May 10, 2019	SELL	$28.59 - $32.53 $4,345 - $4,944	-152 Reduced 0.42%	36,263 $1.18 Million
Q4 2018 Feb 14, 2019	BUY	$27.8 - $31.88 $185,731 - $212,990	6,681 Added 22.47%	36,415 $1.06 Million
Q3 2018 Nov 14, 2018	BUY	$30.25 - $32.16 $151 - $160	5 Added 0.02%	29,734 $940,000
Q2 2018 Aug 14, 2018	BUY	$29.35 - $30.57 $872,546 - $908,815	29,729 New	29,729 $900,000

Others Institutions Holding FVD

# of Institutions

633

Shares Held

145M

Call Options Held

Put Options Held

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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Industry ETFs

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Lido Advisors, LLC First Tr Value Line Divid Inde Transaction History