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

New Edge Wealth, LLC

$5.59 Billion
Q4 2024

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 47,473 shares of FVD stock, worth $2.12 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

47,473

Previous 29,150 62.86%

Holding current value

$2.12 Million

Previous $1.33 Million 56.18%

% of portfolio

0.04%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

595

Shares Held

137M

Call Options Held

Put Options Held

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

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