N.E.W. Advisory Services LLC First Tr Value Line Divid Inde Transaction History

N.E.W. Advisory Services LLC

$1.25 Billion
Q1 2025

A detailed history of N.E.W. Advisory Services LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 16,996 shares of FVD stock, worth $768,049. This represents 0.06% of its overall portfolio holdings.

Number of Shares

16,996

Previous 8,981 89.24%

Holding current value

$768,049

Previous $391,000 93.61%

% of portfolio

0.06%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$42.61 - $45.51 $341,519 - $364,762	8,015 Added 89.24%	16,996 $757,000
Q4 2024 Jan 23, 2025	SELL	$43.4 - $46.7 $43,183 - $46,466	-995 Reduced 9.97%	8,981 $391,000
Q3 2024 Oct 31, 2024	SELL	$40.45 - $45.49 $8,939 - $10,053	-221 Reduced 2.17%	9,976 $453,000
Q2 2024 Aug 02, 2024	SELL	$39.94 - $42.43 $178,451 - $189,577	-4,468 Reduced 30.47%	10,197 $415,000
Q1 2024 Apr 24, 2024	SELL	$39.94 - $42.23 $9,945 - $10,515	-249 Reduced 1.67%	14,665 $619,000
Q4 2023 Feb 06, 2024	SELL	$36.09 - $40.63 $2.84 Million - $3.2 Million	-78,663 Reduced 84.06%	14,914 $604,000
Q3 2023 Nov 03, 2023	BUY	$37.39 - $41.11 $3.5 Million - $3.85 Million	93,577 New	93,577 $3.5 Million

Others Institutions Holding FVD

# of Institutions

630

Shares Held

141M

Call Options Held

Put Options Held

823

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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N.E.W. Advisory Services LLC First Tr Value Line Divid Inde Transaction History