Pinnacle Family Advisors, LLC First Tr Value Line Divid Inde Transaction History

Pinnacle Family Advisors, LLC

$162 Million
Q1 2025

A detailed history of Pinnacle Family Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 27,340 shares of FVD stock, worth $1.2 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

27,340

Previous 21,999 24.28%

Holding current value

$1.2 Million

Previous $960,000 26.98%

% of portfolio

0.75%

Previous 0.53%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$42.61 - $45.51 $227,580 - $243,068	5,341 Added 24.28%	27,340 $1.22 Million
Q4 2024 Feb 14, 2025	SELL	$43.4 - $46.7 $22,047 - $23,723	-508 Reduced 2.26%	21,999 $960,000
Q3 2024 Nov 14, 2024	SELL	$40.45 - $45.49 $33,007 - $37,119	-816 Reduced 3.5%	22,507 $1.02 Million
Q2 2024 Aug 14, 2024	BUY	$39.94 - $42.43 $373,199 - $396,465	9,344 Added 66.84%	23,323 $950,000
Q1 2024 May 15, 2024	BUY	$39.94 - $42.23 $10,304 - $10,895	258 Added 1.88%	13,979 $590,000
Q4 2023 Feb 14, 2024	SELL	$36.09 - $40.63 $11,981 - $13,489	-332 Reduced 2.36%	13,721 $556,000
Q3 2023 Nov 14, 2023	BUY	$37.39 - $41.11 $141,633 - $155,724	3,788 Added 36.9%	14,053 $525,000
Q2 2023 Aug 14, 2023	SELL	$38.66 - $40.72 $36,533 - $38,480	-945 Reduced 8.43%	10,265 $411,000
Q1 2023 May 15, 2023	BUY	$38.43 - $41.37 $120,823 - $130,067	3,144 Added 38.98%	11,210 $450,000
Q4 2022 Feb 10, 2023	SELL	$35.61 - $41.46 $5,555 - $6,467	-156 Reduced 1.9%	8,066 $321,000
Q3 2022 Nov 14, 2022	BUY	$35.79 - $42.23 $3,400 - $4,011	95 Added 1.17%	8,222 $294,000
Q2 2022 Aug 15, 2022	BUY	$37.24 - $43.02 $3,798 - $4,388	102 Added 1.27%	8,127 $315,000
Q1 2022 May 16, 2022	SELL	$39.95 - $43.09 $2,317 - $2,499	-58 Reduced 0.72%	8,025 $339,000
Q4 2021 Feb 14, 2022	SELL	$39.46 - $43.04 $35,829 - $39,080	-908 Reduced 10.1%	8,083 $348,000
Q3 2021 Nov 12, 2021	SELL	$39.2 - $41.72 $31,007 - $33,000	-791 Reduced 8.09%	8,991 $352,000
Q2 2021 Aug 16, 2021	SELL	$38.16 - $40.72 $73,992 - $78,956	-1,939 Reduced 16.54%	9,782 $389,000
Q1 2021 May 14, 2021	BUY	$34.56 - $38.32 $56,885 - $63,074	1,646 Added 16.34%	11,721 $445,000
Q4 2020 Feb 16, 2021	BUY	$31.33 - $35.27 $315,649 - $355,345	10,075 New	10,075 $353,000

Others Institutions Holding FVD

# of Institutions

635

Shares Held

141M

Call Options Held

Put Options Held

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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Pinnacle Family Advisors, LLC First Tr Value Line Divid Inde Transaction History