A detailed history of United Capital Financial Advisers, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 11,042 shares of FVD stock, worth $482,535. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,042
Previous 12,631 12.58%
Holding current value
$482,535
Previous $514,000 2.33%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024

SELL
$40.45 - $45.49 $64,275 - $72,283
-1,589 Reduced 12.58%
11,042 $502,000
Q2 2024

Aug 14, 2024

SELL
$39.94 - $42.43 $7,908 - $8,401
-198 Reduced 1.54%
12,631 $514,000
Q1 2024

May 15, 2024

SELL
$39.94 - $42.23 $33,070 - $34,966
-828 Reduced 6.06%
12,829 $541,000
Q4 2023

Feb 14, 2024

SELL
$36.09 - $40.63 $25,912 - $29,172
-718 Reduced 4.99%
13,657 $553,000
Q3 2023

Nov 14, 2023

SELL
$37.39 - $41.11 $32,417 - $35,642
-867 Reduced 5.69%
14,375 $537,000
Q2 2023

Aug 14, 2023

SELL
$38.66 - $40.72 $37,693 - $39,702
-975 Reduced 6.01%
15,242 $611,000
Q1 2023

Aug 14, 2023

BUY
$38.43 - $41.37 $37,469 - $40,335
975 Added 6.4%
16,217 $651,000
Q1 2023

May 15, 2023

SELL
$38.43 - $41.37 $234,499 - $252,439
-6,102 Reduced 27.34%
16,217 $651,000
Q4 2022

Feb 14, 2023

SELL
$35.61 - $41.46 $190,655 - $221,976
-5,354 Reduced 19.35%
22,319 $890,000
Q3 2022

Nov 14, 2022

SELL
$35.79 - $42.23 $83,712 - $98,775
-2,339 Reduced 7.79%
27,673 $990,000
Q2 2022

Aug 11, 2022

SELL
$37.24 - $43.02 $73,437 - $84,835
-1,972 Reduced 6.17%
30,012 $1.17 Million
Q1 2022

May 16, 2022

SELL
$39.95 - $43.09 $11,785 - $12,711
-295 Reduced 0.91%
31,984 $1.35 Million
Q4 2021

Feb 14, 2022

SELL
$39.46 - $43.04 $284,112 - $309,888
-7,200 Reduced 18.24%
32,279 $1.39 Million
Q3 2021

Nov 15, 2021

SELL
$39.2 - $41.72 $95,216 - $101,337
-2,429 Reduced 5.8%
39,479 $1.55 Million
Q2 2021

Aug 13, 2021

SELL
$38.16 - $40.72 $38 - $40
-1 Reduced -0.0%
41,908 $1.67 Million
Q1 2021

May 14, 2021

SELL
$34.56 - $38.32 $36,979 - $41,002
-1,070 Reduced 2.49%
41,909 $1.59 Million
Q4 2020

Feb 17, 2021

SELL
$31.33 - $35.27 $13,095 - $14,742
-418 Reduced 0.96%
42,979 $1.51 Million
Q3 2020

Nov 13, 2020

SELL
$29.87 - $32.88 $373,285 - $410,901
-12,497 Reduced 22.36%
43,397 $1.37 Million
Q2 2020

Aug 13, 2020

SELL
$26.27 - $33.19 $65,937 - $83,306
-2,510 Reduced 4.3%
55,894 $1.7 Million
Q1 2020

May 15, 2020

BUY
$23.88 - $36.88 $109,227 - $168,689
4,574 Added 8.5%
58,404 $1.62 Million
Q4 2019

Feb 14, 2020

SELL
$33.78 - $36.07 $86,172 - $92,014
-2,551 Reduced 4.52%
53,830 $1.94 Million
Q3 2019

Nov 14, 2019

SELL
$32.88 - $35.03 $25,284 - $26,938
-769 Reduced 1.35%
56,381 $1.97 Million
Q2 2019

Aug 13, 2019

SELL
$32.21 - $34.04 $43,870 - $46,362
-1,362 Reduced 2.33%
57,150 $1.93 Million
Q1 2019

May 14, 2019

SELL
$28.59 - $32.53 $167,594 - $190,690
-5,862 Reduced 9.11%
58,512 $1.9 Million
Q4 2018

Feb 14, 2019

SELL
$27.8 - $31.88 $12,454 - $14,282
-448 Reduced 0.69%
64,374 $1.87 Million
Q3 2018

Nov 14, 2018

SELL
$30.25 - $32.16 $422,713 - $449,403
-13,974 Reduced 17.73%
64,822 $2.05 Million
Q2 2018

Aug 14, 2018

SELL
$29.35 - $30.57 $726,001 - $756,179
-24,736 Reduced 23.89%
78,796 $2.39 Million
Q1 2018

May 15, 2018

SELL
$29.04 - $31.85 $860,280 - $943,524
-29,624 Reduced 22.25%
103,532 $3.1 Million
Q4 2017

Feb 13, 2018

SELL
$29.86 - $31.21 $763,579 - $798,102
-25,572 Reduced 16.11%
133,156 $4.12 Million
Q3 2017

Nov 14, 2017

SELL
$29.69 - $29.75 $68,821 - $68,960
-2,318 Reduced 1.44%
158,728 $4.72 Million
Q2 2017

Aug 14, 2017

BUY
N/A
161,046
161,046 $4.71 Million

Others Institutions Holding FVD

About FIRST TR VALUE LINE DIVID INDE


  • Ticker FVD
  • Sector ETFs
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