Retirement Planning Group First Tr Value Line Divid Inde Transaction History

Retirement Planning Group

$1.64 Billion
Q2 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 27,034 shares of FVD stock, worth $1.24 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

27,034

Previous 23,086 17.1%

Holding current value

$1.24 Million

Previous $1.02 Million 18.43%

% of portfolio

0.07%

Previous 0.07%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Others Institutions Holding FVD

# of Institutions

645

Shares Held

141M

Call Options Held

Put Options Held

View Full List

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
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Retirement Planning Group First Tr Value Line Divid Inde Transaction History