Tyler Stone Wealth Management First Tr Value Line Divid Inde Transaction History

Tyler Stone Wealth Management

$580 Million
Q2 2025

A detailed history of Tyler Stone Wealth Management transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Tyler Stone Wealth Management holds 20,983 shares of FVD stock, worth $962,700. This represents 0.16% of its overall portfolio holdings.

Number of Shares

20,983

Previous 21,872 4.06%

Holding current value

$962,700

Previous $975,000 3.9%

% of portfolio

0.16%

Previous 0.19%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	SELL	$40.62 - $45.12 $36,111 - $40,111	-889 Reduced 4.06%	20,983 $937,000
Q1 2025 May 13, 2025	SELL	$42.61 - $45.51 $80,405 - $85,877	-1,887 Reduced 7.94%	21,872 $975,000
Q4 2024 Feb 11, 2025	SELL	$43.4 - $46.7 $11,674 - $12,562	-269 Reduced 1.12%	23,759 $1.04 Million
Q3 2024 Nov 04, 2024	BUY	$40.45 - $45.49 $426,464 - $479,601	10,543 Added 78.18%	24,028 $1.09 Million
Q2 2024 Aug 14, 2024	SELL	$39.94 - $42.43 $127,768 - $135,733	-3,199 Reduced 19.17%	13,485 $549,000
Q1 2024 May 15, 2024	SELL	$39.94 - $42.23 $151,652 - $160,347	-3,797 Reduced 18.54%	16,684 $704,000
Q4 2023 Feb 14, 2024	SELL	$36.09 - $40.63 $141,653 - $159,472	-3,925 Reduced 16.08%	20,481 $830,000
Q3 2023 Nov 14, 2023	SELL	$37.39 - $41.11 $68,461 - $75,272	-1,831 Reduced 6.98%	24,406 $913,000
Q2 2023 Aug 14, 2023	SELL	$38.66 - $40.72 $100,786 - $106,157	-2,607 Reduced 9.04%	26,237 $1.05 Million
Q4 2022 Feb 14, 2023	SELL	$35.61 - $41.46 $33,366 - $38,848	-937 Reduced 3.15%	28,844 $1.15 Million
Q3 2022 Nov 14, 2022	SELL	$35.79 - $42.23 $11,417 - $13,471	-319 Reduced 1.06%	29,781 $1.07 Million
Q2 2022 Aug 11, 2022	SELL	$37.24 - $43.02 $84,348 - $97,440	-2,265 Reduced 7.0%	30,100 $1.17 Million
Q1 2022 May 12, 2022	BUY	$39.95 - $43.09 $81,937 - $88,377	2,051 Added 6.77%	32,365 $1.37 Million
Q4 2021 Feb 22, 2022	BUY	$39.46 - $43.04 $1.2 Million - $1.3 Million	30,314 New	30,314 $1.31 Million

Others Institutions Holding FVD

# of Institutions

648

Shares Held

141M

Call Options Held

Put Options Held

View Full List

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

More about FVD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tyler Stone Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Tyler Stone Wealth Management with notifications on news.

Account

Tyler Stone Wealth Management First Tr Value Line Divid Inde Transaction History