Marshall Investment Management, LLC First Tr Value Line Divid Inde Transaction History

Marshall Investment Management, LLC

  • $21 Billion
  • Q2 2025

A detailed history of Marshall Investment Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Marshall Investment Management, LLC holds 42,535 shares of FVD stock, worth $1.95 Million. This represents 9.03% of its overall portfolio holdings.

Number of Shares
42,535
Previous 157,777 73.04%
Holding current value
$1.95 Million
Previous $7.04 Billion 72.97%
% of portfolio
9.03%
Previous 4.37%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$40.62 - $45.12 $4.68 Million - $5.2 Million
-115,242 Reduced 73.04%
42,535 $1.9 Billion
Q1 2025

May 07, 2025
BUY
$42.61 - $45.51 $4.22 Million - $4.51 Million
99,146 Added 169.1%
157,777 $7.04 Billion
Q4 2024

Feb 03, 2025
BUY
$43.4 - $46.7 $2.54 Million - $2.74 Million
58,631 New
58,631 $2.67 Billion

Others Institutions Holding FVD

# of Institutions
648
Shares Held
141M
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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