Trademark Financial Management, LLC First Tr Value Line Divid Inde Transaction History

Trademark Financial Management, LLC

$131 Billion
Q1 2025

A detailed history of Trademark Financial Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Trademark Financial Management, LLC holds 13,798 shares of FVD stock, worth $604,490. This represents 0.47% of its overall portfolio holdings.

Number of Shares

13,798

Previous 14,199 2.82%

Holding current value

$604,490

Previous $620 Million 0.71%

% of portfolio

0.47%

Previous 0.49%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	SELL	$42.61 - $45.51 $17,086 - $18,249	-401 Reduced 2.82%	13,798 $615 Million
Q4 2024 Jan 30, 2025	SELL	$43.4 - $46.7 $28,600 - $30,775	-659 Reduced 4.44%	14,199 $620 Million
Q3 2024 Oct 31, 2024	SELL	$40.45 - $45.49 $23,946 - $26,930	-592 Reduced 3.83%	14,858 $676 Million
Q2 2024 Jul 30, 2024	SELL	$39.94 - $42.43 $69,815 - $74,167	-1,748 Reduced 10.16%	15,450 $630 Million
Q1 2024 May 07, 2024	SELL	$39.94 - $42.23 $136,874 - $144,722	-3,427 Reduced 16.62%	17,198 $726 Million
Q4 2023 Feb 13, 2024	BUY	$36.09 - $40.63 $744,356 - $837,993	20,625 New	20,625 $837 Million

Others Institutions Holding FVD

# of Institutions

635

Shares Held

141M

Call Options Held

Put Options Held

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

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Trademark Financial Management, LLC First Tr Value Line Divid Inde Transaction History