A detailed history of Regal Investment Advisors LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Regal Investment Advisors LLC holds 12,158 shares of FVD stock, worth $542,003. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,158
Previous 12,588 3.42%
Holding current value
$542,003
Previous $531,000 6.78%
% of portfolio
0.03%
Previous 0.04%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$39.94 - $42.43 $17,174 - $18,244
-430 Reduced 3.42%
12,158 $495,000
Q1 2024

May 15, 2024

SELL
$39.94 - $42.23 $39,380 - $41,638
-986 Reduced 7.26%
12,588 $531,000
Q4 2023

Feb 14, 2024

BUY
$36.09 - $40.63 $830 - $934
23 Added 0.17%
13,574 $550,000
Q3 2023

Nov 13, 2023

SELL
$37.39 - $41.11 $35,819 - $39,383
-958 Reduced 6.6%
13,551 $506,000
Q2 2023

Aug 11, 2023

SELL
$38.66 - $40.72 $252,797 - $266,268
-6,539 Reduced 31.07%
14,509 $581,000
Q1 2023

May 11, 2023

SELL
$38.43 - $41.37 $57,299 - $61,682
-1,491 Reduced 6.62%
21,048 $845,000
Q4 2022

Mar 01, 2023

BUY
$35.61 - $41.46 $3,810 - $4,436
107 Added 0.48%
22,539 $899,000
Q3 2022

Nov 15, 2022

SELL
$35.79 - $42.23 $128,342 - $151,436
-3,586 Reduced 13.78%
22,432 $803,000
Q2 2022

Aug 09, 2022

SELL
$37.24 - $43.02 $77,794 - $89,868
-2,089 Reduced 7.43%
26,018 $1.01 Million
Q1 2022

May 09, 2022

BUY
$39.95 - $43.09 $44,104 - $47,571
1,104 Added 4.09%
28,107 $1.19 Million
Q4 2021

Feb 10, 2022

BUY
$39.46 - $43.04 $175,123 - $191,011
4,438 Added 19.67%
27,003 $1.16 Million
Q3 2021

Nov 05, 2021

BUY
$39.2 - $41.72 $511,912 - $544,821
13,059 Added 137.38%
22,565 $885,000
Q2 2021

Aug 09, 2021

BUY
$38.16 - $40.72 $362,748 - $387,084
9,506 New
9,506 $378,000
Q1 2021

May 12, 2021

SELL
$34.56 - $38.32 $263,934 - $292,649
-7,637 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$31.33 - $35.27 $239,267 - $269,356
7,637 New
7,637 $268,000
Q3 2020

Nov 13, 2020

SELL
$29.87 - $32.88 $294,010 - $323,637
-9,843 Closed
0 $0
Q2 2020

Aug 03, 2020

BUY
$26.27 - $33.19 $258,575 - $326,689
9,843 New
9,843 $298,000

Others Institutions Holding FVD

About FIRST TR VALUE LINE DIVID INDE


  • Ticker FVD
  • Sector ETFs
  • Industry ETFs
More about FVD
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