Sfg Wealth Management, Llc. First Tr Value Line Divid Inde Transaction History

Sfg Wealth Management, Llc.

  • $181 Million
  • Q3 2024

A detailed history of Sfg Wealth Management, Llc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 9,636 shares of FVD stock, worth $424,658. This represents 0.24% of its overall portfolio holdings.

Number of Shares
9,636
Previous 9,620 0.17%
Holding current value
$424,658
Previous $392,000 11.73%
% of portfolio
0.24%
Previous 0.23%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$40.45 - $45.49 $647 - $727
16 Added 0.17%
9,636 $438,000
Q2 2024

Jul 19, 2024
BUY
$39.94 - $42.43 $439 - $466
11 Added 0.11%
9,620 $392,000
Q1 2024

Apr 26, 2024
BUY
$39.94 - $42.23 $46,609 - $49,282
1,167 Added 13.82%
9,609 $405,000
Q4 2023

Jan 19, 2024
SELL
$36.09 - $40.63 $17,395 - $19,583
-482 Reduced 5.4%
8,442 $342,000
Q3 2023

Oct 19, 2023
SELL
$37.39 - $41.11 $373 - $411
-10 Reduced 0.11%
8,924 $333,000
Q2 2023

Jul 14, 2023
SELL
$38.66 - $40.72 $1,855 - $1,954
-48 Reduced 0.53%
8,934 $358,000
Q1 2023

Apr 11, 2023
BUY
$38.43 - $41.37 $33,972 - $36,571
884 Added 10.92%
8,982 $360,000
Q4 2022

Jan 31, 2023
BUY
$35.61 - $41.46 $62,922 - $73,259
1,767 Added 27.91%
8,098 $323,000
Q3 2022

Oct 12, 2022
BUY
$35.79 - $42.23 $12,669 - $14,949
354 Added 5.92%
6,331 $227,000
Q2 2022

Jul 13, 2022
SELL
$37.24 - $43.02 $32,100 - $37,083
-862 Reduced 12.6%
5,977 $232,000
Q1 2022

Apr 22, 2022
BUY
$39.95 - $43.09 $519 - $560
13 Added 0.19%
6,839 $289,000
Q4 2021

Feb 14, 2022
BUY
$39.46 - $43.04 $269,353 - $293,791
6,826 New
6,826 $294,000

Others Institutions Holding FVD

# of Institutions
586
Shares Held
139M
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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