Plotkin Financial Advisors, LLC First Tr Value Line Divid Inde Transaction History

Plotkin Financial Advisors, LLC

  • $181 Billion
  • Q2 2025

A detailed history of Plotkin Financial Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Plotkin Financial Advisors, LLC holds 10,146 shares of FVD stock, worth $465,498. This represents 0.25% of its overall portfolio holdings.

Number of Shares
10,146
Previous 10,305 1.54%
Holding current value
$465,498
Previous $459 Million 1.3%
% of portfolio
0.25%
Previous 0.28%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
$40.62 - $45.12 $6,458 - $7,174
-159 Reduced 1.54%
10,146 $454 Million
Q1 2025

May 15, 2025
SELL
$42.61 - $45.51 $69,411 - $74,135
-1,629 Reduced 13.65%
10,305 $459 Million
Q3 2024

Nov 14, 2024
BUY
$40.45 - $45.49 $482,730 - $542,877
11,934 New
11,934 $543 Million
Q2 2024

Nov 14, 2024
SELL
$39.94 - $42.43 $37,903 - $40,266
-949 Reduced 6.74%
13,128 $535 Million
Q1 2024

Nov 14, 2024
SELL
$39.94 - $42.23 $23,285 - $24,620
-583 Reduced 3.98%
14,077 $594 Million
Q3 2023

Nov 14, 2024
SELL
$37.39 - $41.11 $76,200 - $83,782
-2,038 Reduced 12.21%
14,660 $548 Million
Q2 2023

Nov 14, 2024
SELL
$38.66 - $40.72 $41,598 - $43,814
-1,076 Reduced 6.05%
16,698 $669 Million
Q1 2023

Nov 14, 2024
BUY
$38.43 - $41.37 $68,828 - $74,093
1,791 Added 11.21%
17,774 $714 Million
Q4 2022

Nov 14, 2024
BUY
$35.61 - $41.46 $90,022 - $104,810
2,528 Added 18.79%
15,983 $638 Million
Q3 2022

Nov 14, 2024
SELL
$35.79 - $42.23 $4,903 - $5,785
-137 Reduced 1.01%
13,455 $482 Million
Q2 2022

Nov 14, 2024
SELL
$37.24 - $43.02 $25,844 - $29,855
-694 Reduced 4.86%
13,592 $528 Million
Q1 2022

Nov 14, 2024
SELL
$39.95 - $43.09 $14,142 - $15,253
-354 Reduced 2.42%
14,286 $604 Million
Q4 2021

Nov 14, 2024
SELL
$39.46 - $43.04 $312,246 - $340,575
-7,913 Reduced 35.09%
14,640 $630 Million
Q3 2021

Nov 14, 2024
SELL
$39.2 - $41.72 $47,000 - $50,022
-1,199 Reduced 5.05%
22,553 $884 Million
Q2 2021

Nov 14, 2024
BUY
$38.16 - $40.72 $906,376 - $967,181
23,752 New
23,752 $945 Million
Q3 2020

Nov 14, 2024
SELL
$29.87 - $32.88 $440,074 - $484,421
-14,733 Closed
0 $0
Q2 2020

Nov 14, 2024
SELL
$26.27 - $33.19 $2.93 Million - $3.7 Million
-111,617 Reduced 88.34%
14,733 $447 Million
Q1 2020

Nov 14, 2024
BUY
$23.88 - $36.88 $81,024 - $125,133
3,393 Added 2.76%
126,350 $3.5 Billion
Q4 2019

Nov 14, 2024
BUY
$33.78 - $36.07 $3.75 Million - $4 Million
111,023 Added 930.31%
122,957 $4.43 Billion

Others Institutions Holding FVD

# of Institutions
647
Shares Held
140M
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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