Peak Financial Management, Inc. First Tr Value Line Divid Inde Transaction History

Peak Financial Management, Inc.

  • $359 Million
  • Q3 2025

A detailed history of Peak Financial Management, Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Peak Financial Management, Inc. holds 5,892 shares of FVD stock, worth $270,501. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,892
Previous 5,800 1.59%
Holding current value
$270,501
Previous $259,000 5.02%
% of portfolio
0.08%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
BUY
$44.73 - $46.86 $4,115 - $4,311
92 Added 1.59%
5,892 $272,000
Q2 2023

Jul 26, 2023
SELL
$38.66 - $40.72 $38,660 - $40,720
-1,000 Reduced 14.71%
5,800 $232,000
Q4 2022

Jan 27, 2023
BUY
$35.61 - $41.46 $35,610 - $41,460
1,000 Added 17.24%
6,800 $271,000
Q1 2022

Apr 20, 2022
BUY
$39.95 - $43.09 $231,710 - $249,922
5,800 New
5,800 $245,000

Others Institutions Holding FVD

# of Institutions
657
Shares Held
138M
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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