Strategic Financial Concepts, LLC First Tr Value Line Divid Inde Transaction History

Strategic Financial Concepts, LLC

$314 Billion
Q3 2024

A detailed history of Strategic Financial Concepts, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 24,260 shares of FVD stock, worth $1.06 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

24,260

Previous 1,038,226 97.66%

Holding current value

$1.06 Million

Previous $64.1 Million 1622.64%

% of portfolio

0.35%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$40.45 - $45.49 $41 Million - $46.1 Million	-1,013,966 Reduced 97.66%	24,260 $1.1 Billion
Q2 2024 Aug 06, 2024	BUY	$39.94 - $42.43 $40.5 Million - $43 Million	1,014,567 Added 4288.29%	1,038,226 $64.1 Million
Q1 2024 Apr 22, 2024	BUY	$39.94 - $42.23 $944,940 - $999,119	23,659 New	23,659 $999 Million
Q3 2023 Nov 07, 2023	BUY	$37.39 - $41.11 $60,983 - $67,050	1,631 Added 7.8%	22,536 $843 Million
Q2 2023 Sep 06, 2023	BUY	$38.66 - $40.72 $5,914 - $6,230	153 Added 0.74%	20,905 $838 Million
Q1 2023 Sep 06, 2023	BUY	$38.43 - $41.37 $797,499 - $858,510	20,752 New	20,752 $833 Million

Others Institutions Holding FVD

# of Institutions

586

Shares Held

139M

Call Options Held

Put Options Held

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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Strategic Financial Concepts, LLC First Tr Value Line Divid Inde Transaction History