Retirement Planning Group First Tr Value Line Divid Inde Transaction History

Retirement Planning Group

  • $2.04 Billion
  • Q3 2025

A detailed history of Retirement Planning Group transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Retirement Planning Group holds 41,444 shares of FVD stock, worth $1.9 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
41,444
Previous 27,034 53.3%
Holding current value
$1.9 Million
Previous $1.21 Million 58.61%
% of portfolio
0.09%
Previous 0.07%

Shares

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

Oct 27, 2025
BUY
$44.73 - $46.86 $644,559 - $675,252
14,410 Added 53.3%
41,444 $1.92 Million
Q2 2025

Jul 30, 2025
BUY
$40.62 - $45.12 $160,367 - $178,133
3,948 Added 17.1%
27,034 $1.21 Million
Q1 2025

Apr 10, 2025
BUY
$42.61 - $45.51 $440,672 - $470,664
10,342 Added 81.15%
23,086 $1.02 Million
Q4 2024

Feb 18, 2025
BUY
$43.4 - $46.7 $186,663 - $200,856
4,301 Added 50.94%
12,744 $556,000
Q3 2024

Oct 10, 2024
SELL
$40.45 - $45.49 $37,578 - $42,260
-929 Reduced 9.91%
8,443 $384,000
Q2 2024

Jul 12, 2024
BUY
$39.94 - $42.43 $111,712 - $118,676
2,797 Added 42.54%
9,372 $381,000
Q1 2024

Apr 12, 2024
BUY
$39.94 - $42.23 $25,761 - $27,238
645 Added 10.88%
6,575 $277,000
Q4 2023

Jan 12, 2024
SELL
$36.09 - $40.63 $1,515 - $1,706
-42 Reduced 0.7%
5,930 $240,000
Q3 2023

Oct 24, 2023
SELL
$37.39 - $41.11 $934 - $1,027
-25 Reduced 0.42%
5,972 $223,000
Q2 2023

Jul 24, 2023
BUY
$38.66 - $40.72 $36,185 - $38,113
936 Added 18.49%
5,997 $240,000
Q1 2023

Apr 19, 2023
BUY
$38.43 - $41.37 $194,494 - $209,373
5,061 New
5,061 $203,000

About FIRST TR VALUE LINE DIVID INDE

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  • Ticker FVD
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