A detailed history of Valmark Advisers, Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Valmark Advisers, Inc. holds 91,816 shares of FVD stock, worth $4.01 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
91,816
Previous 92,142 0.35%
Holding current value
$4.01 Million
Previous $3.75 Million 11.24%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Oct 25, 2024

SELL
$40.45 - $45.49 $13,186 - $14,829
-326 Reduced 0.35%
91,816 $4.18 Million
Q2 2024

Jul 31, 2024

SELL
$39.94 - $42.43 $177,972 - $189,068
-4,456 Reduced 4.61%
92,142 $3.75 Million
Q1 2024

May 03, 2024

SELL
$39.94 - $42.23 $405,710 - $428,972
-10,158 Reduced 9.52%
96,598 $4.08 Million
Q4 2023

Feb 02, 2024

SELL
$36.09 - $40.63 $65,972 - $74,271
-1,828 Reduced 1.68%
106,756 $4.33 Million
Q3 2023

Nov 07, 2023

SELL
$37.39 - $41.11 $104,729 - $115,149
-2,801 Reduced 2.51%
108,584 $4.06 Million
Q2 2023

Aug 02, 2023

SELL
$38.66 - $40.72 $182,475 - $192,198
-4,720 Reduced 4.07%
111,385 $4.47 Million
Q1 2023

May 01, 2023

SELL
$38.43 - $41.37 $247,796 - $266,753
-6,448 Reduced 5.26%
116,105 $4.66 Million
Q4 2022

Feb 06, 2023

SELL
$35.61 - $41.46 $32,476 - $37,811
-912 Reduced 0.74%
122,553 $4.89 Million
Q3 2022

Nov 02, 2022

BUY
$35.79 - $42.23 $241,976 - $285,517
6,761 Added 5.79%
123,465 $4.42 Million
Q2 2022

Aug 01, 2022

BUY
$37.24 - $43.02 $295,089 - $340,890
7,924 Added 7.28%
116,704 $4.53 Million
Q1 2022

May 10, 2022

BUY
$39.95 - $43.09 $314,606 - $339,333
7,875 Added 7.8%
108,780 $4.6 Million
Q4 2021

Feb 02, 2022

BUY
$39.46 - $43.04 $117,985 - $128,689
2,990 Added 3.05%
100,905 $4.34 Million
Q3 2021

Nov 09, 2021

BUY
$39.2 - $41.72 $208,700 - $222,117
5,324 Added 5.75%
97,915 $3.84 Million
Q2 2021

Aug 06, 2021

SELL
$38.16 - $40.72 $65,062 - $69,427
-1,705 Reduced 1.81%
92,591 $3.68 Million
Q1 2021

May 04, 2021

BUY
$34.56 - $38.32 $203,938 - $226,126
5,901 Added 6.68%
94,296 $3.58 Million
Q4 2020

Feb 03, 2021

BUY
$31.33 - $35.27 $133,841 - $150,673
4,272 Added 5.08%
88,395 $3.1 Million
Q3 2020

Nov 09, 2020

SELL
$29.87 - $32.88 $82,560 - $90,880
-2,764 Reduced 3.18%
84,123 $2.65 Million
Q2 2020

Jul 31, 2020

BUY
$26.27 - $33.19 $385,302 - $486,797
14,667 Added 20.31%
86,887 $2.63 Million
Q1 2020

May 01, 2020

BUY
$23.88 - $36.88 $127,017 - $196,164
5,319 Added 7.95%
72,220 $2 Million
Q4 2019

Jan 31, 2020

BUY
$33.78 - $36.07 $205,551 - $219,485
6,085 Added 10.01%
66,901 $2.41 Million
Q3 2019

Nov 06, 2019

BUY
$32.88 - $35.03 $204,414 - $217,781
6,217 Added 11.39%
60,816 $2.12 Million
Q2 2019

Aug 07, 2019

BUY
$32.21 - $34.04 $222,635 - $235,284
6,912 Added 14.49%
54,599 $1.84 Million
Q1 2019

May 10, 2019

SELL
$28.59 - $32.53 $58,266 - $66,296
-2,038 Reduced 4.1%
47,687 $1.55 Million
Q4 2018

Feb 07, 2019

SELL
$27.8 - $31.88 $58,936 - $67,585
-2,120 Reduced 4.09%
49,725 $1.45 Million
Q3 2018

Nov 02, 2018

SELL
$30.25 - $32.16 $966,880 - $1.03 Million
-31,963 Reduced 38.14%
51,845 $1.64 Million
Q2 2018

Aug 07, 2018

BUY
$29.35 - $30.57 $188,925 - $196,779
6,437 Added 8.32%
83,808 $2.54 Million
Q1 2018

May 07, 2018

BUY
$29.04 - $31.85 $355,043 - $389,398
12,226 Added 18.77%
77,371 $2.31 Million
Q4 2017

Feb 09, 2018

BUY
$29.86 - $31.21 $1.95 Million - $2.03 Million
65,145
65,145 $2.01 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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