A detailed history of Topsail Wealth Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Topsail Wealth Management, LLC holds 20,081 shares of FVD stock, worth $914,087. This represents 0.16% of its overall portfolio holdings.

Number of Shares
20,081
Previous 18,681 7.49%
Holding current value
$914,087
Previous $833 Million 7.82%
% of portfolio
0.16%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025

BUY
$40.62 - $45.12 $56,868 - $63,168
1,400 Added 7.49%
20,081 $898 Million
Q1 2025

Apr 30, 2025

SELL
$42.61 - $45.51 $8,777 - $9,375
-206 Reduced 1.09%
18,681 $833 Million
Q4 2024

Feb 14, 2025

BUY
$43.4 - $46.7 $819,695 - $882,022
18,887 New
18,887 $824 Million

Others Institutions Holding FVD

About FIRST TR VALUE LINE DIVID INDE


  • Ticker FVD
  • Sector ETFs
  • Industry ETFs
More about FVD
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