Resources Investment Advisors, Llc. First Tr Value Line Divid Inde Transaction History

Resources Investment Advisors, Llc.

$8.28 Billion
Q4 2024

A detailed history of Resources Investment Advisors, Llc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 72,566 shares of FVD stock, worth $3.25 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

72,566

Previous 61,285 18.41%

Holding current value

$3.25 Million

Previous $2.79 Million 13.6%

% of portfolio

0.04%

Previous 0.03%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$43.4 - $46.7 $489,595 - $526,822	11,281 Added 18.41%	72,566 $3.17 Million
Q3 2024 Nov 06, 2024	BUY	$40.45 - $45.49 $130,774 - $147,069	3,233 Added 5.57%	61,285 $2.79 Million
Q2 2024 Aug 02, 2024	SELL	$39.94 - $42.43 $102,805 - $109,214	-2,574 Reduced 4.25%	58,052 $2.37 Million
Q1 2024 May 10, 2024	SELL	$39.94 - $42.23 $56,475 - $59,713	-1,414 Reduced 2.28%	60,626 $2.56 Million
Q4 2023 Feb 13, 2024	BUY	$36.09 - $40.63 $119,385 - $134,404	3,308 Added 5.63%	62,040 $2.52 Million
Q3 2023 Nov 14, 2023	SELL	$37.39 - $41.11 $102,785 - $113,011	-2,749 Reduced 4.47%	58,732 $2.2 Million
Q2 2023 Aug 07, 2023	SELL	$38.66 - $40.72 $15,309 - $16,125	-396 Reduced 0.64%	61,481 $2.46 Million
Q1 2023 May 10, 2023	SELL	$38.43 - $41.37 $177,008 - $190,550	-4,606 Reduced 6.93%	61,877 $2.48 Million
Q4 2022 Feb 02, 2023	BUY	$35.61 - $41.46 $121,714 - $141,710	3,418 Added 5.42%	66,483 $2.65 Million
Q3 2022 Nov 08, 2022	SELL	$35.79 - $42.23 $921,270 - $1.09 Million	-25,741 Reduced 28.99%	63,065 $2.26 Million
Q2 2022 Aug 08, 2022	SELL	$37.24 - $43.02 $337,133 - $389,460	-9,053 Reduced 9.25%	88,806 $3.45 Million
Q1 2022 May 05, 2022	SELL	$39.95 - $43.09 $707,674 - $763,296	-17,714 Reduced 15.33%	97,859 $4.14 Million
Q4 2021 Feb 23, 2022	SELL	$39.46 - $43.04 $44,274 - $48,290	-1,122 Reduced 0.96%	115,573 $4.97 Million
Q3 2021 Nov 05, 2021	SELL	$39.2 - $41.72 $15,288 - $16,270	-390 Reduced 0.33%	116,695 $4.57 Million
Q2 2021 Aug 09, 2021	SELL	$38.16 - $40.72 $433,841 - $462,945	-11,369 Reduced 8.85%	117,085 $4.66 Million
Q1 2021 May 10, 2021	SELL	$34.56 - $38.32 $1.5 Million - $1.66 Million	-43,282 Reduced 25.2%	128,454 $4.88 Million
Q4 2020 Feb 08, 2021	SELL	$31.33 - $35.27 $310,605 - $349,666	-9,914 Reduced 5.46%	171,736 $6.02 Million
Q3 2020 Oct 09, 2020	SELL	$29.87 - $32.88 $840,422 - $925,111	-28,136 Reduced 13.41%	181,650 $5.71 Million
Q2 2020 Aug 14, 2020	BUY	$26.27 - $33.19 $31,261 - $39,496	1,190 Added 0.57%	209,786 $6.36 Million
Q1 2020 May 14, 2020	BUY	$23.88 - $36.88 $353,328 - $545,676	14,796 Added 7.63%	208,596 $5.77 Million
Q4 2019 Feb 07, 2020	BUY	$33.78 - $36.07 $290,812 - $310,526	8,609 Added 4.65%	193,800 $6.98 Million
Q3 2019 Nov 08, 2019	BUY	$32.88 - $35.03 $116,066 - $123,655	3,530 Added 1.94%	185,191 $6.46 Million
Q2 2019 Aug 12, 2019	BUY	$32.21 - $34.04 $417,506 - $441,226	12,962 Added 7.68%	181,661 $0
Q1 2019 May 10, 2019	BUY	$28.59 - $32.53 $862,846 - $981,755	30,180 Added 21.79%	168,699 $0
Q4 2018 Feb 12, 2019	BUY	$27.8 - $31.88 $3.85 Million - $4.41 Million	138,462 Added 242915.8%	138,519 $4.03 Million
Q3 2018 Nov 07, 2018	BUY	$30.25 - $32.16 $1,724 - $1,833	57 New	57 $2,000

Others Institutions Holding FVD

# of Institutions

636

Shares Held

145M

Call Options Held

Put Options Held

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About FIRST TR VALUE LINE DIVID INDE

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Resources Investment Advisors, Llc. First Tr Value Line Divid Inde Transaction History