New Edge Wealth, LLC First Tr Value Line Divid Inde Transaction History

New Edge Wealth, LLC

  • $5.35 Billion
  • Q1 2025

A detailed history of New Edge Wealth, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, New Edge Wealth, LLC holds 33,521 shares of FVD stock, worth $1.48 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
33,521
Previous 47,473 29.39%
Holding current value
$1.48 Million
Previous $2.07 Million 27.86%
% of portfolio
0.03%
Previous 0.04%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$42.61 - $45.51 $594,494 - $634,955
-13,952 Reduced 29.39%
33,521 $1.49 Million
Q4 2024

Feb 04, 2025
BUY
$43.4 - $46.7 $795,218 - $855,684
18,323 Added 62.86%
47,473 $2.07 Million
Q3 2024

Nov 12, 2024
SELL
$40.45 - $45.49 $16,665 - $18,741
-412 Reduced 1.39%
29,150 $1.33 Million
Q2 2024

Aug 01, 2024
SELL
$39.94 - $42.43 $43,494 - $46,206
-1,089 Reduced 3.55%
29,562 $1.2 Million
Q1 2024

May 06, 2024
BUY
$39.94 - $42.23 $28,956 - $30,616
725 Added 2.42%
30,651 $1.29 Million
Q4 2023

Jan 29, 2024
SELL
$36.09 - $40.63 $40,276 - $45,343
-1,116 Reduced 3.6%
29,926 $1.21 Million
Q3 2023

Nov 08, 2023
BUY
$37.39 - $41.11 $1,009 - $1,109
27 Added 0.09%
31,042 $1.16 Million
Q2 2023

Aug 09, 2023
BUY
$38.66 - $40.72 $796,434 - $838,872
20,601 Added 197.82%
31,015 $1.24 Million
Q1 2023

May 08, 2023
BUY
$38.43 - $41.37 $400,210 - $430,827
10,414 New
10,414 $418,000

Others Institutions Holding FVD

# of Institutions
639
Shares Held
142M
Call Options Held
0
Put Options Held
823
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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