A detailed history of Wealthcare Advisory Partners LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 134,220 shares of FVD stock, worth $5.98 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
134,220
Previous 152,702 12.1%
Holding current value
$5.98 Million
Previous $6.95 Million 15.68%
% of portfolio
0.17%
Previous 0.2%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025

SELL
$43.4 - $46.7 $802,118 - $863,109
-18,482 Reduced 12.1%
134,220 $5.86 Million
Q3 2024

Nov 04, 2024

SELL
$40.45 - $45.49 $1.44 Million - $1.62 Million
-35,705 Reduced 18.95%
152,702 $6.95 Million
Q2 2024

Aug 09, 2024

SELL
$39.94 - $42.43 $136,634 - $145,153
-3,421 Reduced 1.78%
188,407 $7.68 Million
Q1 2024

Apr 15, 2024

BUY
$39.94 - $42.23 $114,228 - $120,777
2,860 Added 1.51%
191,828 $8.1 Million
Q4 2023

Feb 06, 2024

SELL
$36.09 - $40.63 $3.91 Million - $4.4 Million
-108,205 Reduced 36.41%
188,968 $7.66 Million
Q3 2023

Oct 12, 2023

BUY
$37.39 - $41.11 $60,384 - $66,392
1,615 Added 0.55%
297,173 $11.1 Million
Q2 2023

Jul 17, 2023

BUY
$38.66 - $40.72 $229,408 - $241,632
5,934 Added 2.05%
295,558 $11.8 Million
Q1 2023

May 04, 2023

BUY
$38.43 - $41.37 $1.3 Million - $1.4 Million
33,791 Added 13.21%
289,624 $11.6 Million
Q4 2022

Feb 13, 2023

BUY
$35.61 - $41.46 $3.05 Million - $3.55 Million
85,666 Added 50.34%
255,833 $10.2 Million
Q3 2022

Nov 14, 2022

BUY
$35.79 - $42.23 $908,922 - $1.07 Million
25,396 Added 17.54%
170,167 $6.09 Million
Q2 2022

Aug 15, 2022

BUY
$37.24 - $43.02 $64,350 - $74,338
1,728 Added 1.21%
144,771 $5.62 Million
Q1 2022

Apr 15, 2022

BUY
$39.95 - $43.09 $276,374 - $298,096
6,918 Added 5.08%
143,043 $6.05 Million
Q4 2021

Feb 11, 2022

BUY
$39.46 - $43.04 $589,177 - $642,630
14,931 Added 12.32%
136,125 $5.86 Million
Q3 2021

Nov 15, 2021

BUY
$39.2 - $41.72 $217,128 - $231,087
5,539 Added 4.79%
121,194 $4.75 Million
Q2 2021

Aug 16, 2021

BUY
$38.16 - $40.72 $203,240 - $216,874
5,326 Added 4.83%
115,655 $4.6 Million
Q1 2021

Apr 30, 2021

BUY
$34.56 - $38.32 $503,781 - $558,590
14,577 Added 15.22%
110,329 $4.19 Million
Q4 2020

Feb 12, 2021

BUY
$31.33 - $35.27 $1.09 Million - $1.22 Million
34,698 Added 56.83%
95,752 $3.36 Million
Q3 2020

Oct 29, 2020

BUY
$29.87 - $32.88 $216,676 - $238,511
7,254 Added 13.48%
61,054 $1.92 Million
Q2 2020

Jul 29, 2020

BUY
$26.27 - $33.19 $1.11 Million - $1.41 Million
42,336 Added 369.3%
53,800 $1.63 Million
Q1 2020

Apr 29, 2020

SELL
$23.88 - $36.88 $332,170 - $513,000
-13,910 Reduced 54.82%
11,464 $317,000
Q4 2019

Jan 29, 2020

BUY
$33.78 - $36.07 $107,319 - $114,594
3,177 Added 14.31%
25,374 $914,000
Q3 2019

Oct 17, 2019

BUY
$32.88 - $35.03 $80,325 - $85,578
2,443 Added 12.37%
22,197 $774,000
Q2 2019

Jul 30, 2019

BUY
$32.21 - $34.04 $166,074 - $175,510
5,156 Added 35.32%
19,754 $666,000
Q1 2019

May 13, 2019

BUY
$28.59 - $32.53 $5,317 - $6,050
186 Added 1.29%
14,598 $474,000
Q4 2018

Feb 14, 2019

BUY
$27.8 - $31.88 $61,299 - $70,295
2,205 Added 18.06%
14,412 $419,000
Q3 2018

Nov 14, 2018

BUY
$30.25 - $32.16 $53,633 - $57,019
1,773 Added 16.99%
12,207 $386,000
Q2 2018

Aug 14, 2018

SELL
$29.35 - $30.57 $5,341 - $5,563
-182 Reduced 1.71%
10,434 $316,000
Q1 2018

May 15, 2018

SELL
$29.04 - $31.85 $42,137 - $46,214
-1,451 Reduced 12.02%
10,616 $317,000
Q4 2017

Feb 14, 2018

BUY
$29.86 - $31.21 $175,218 - $183,140
5,868 Added 94.66%
12,067 $372,000
Q3 2017

Nov 15, 2017

BUY
$29.69 - $29.75 $184,048 - $184,420
6,199
6,199 $184,000

Others Institutions Holding FVD

About FIRST TR VALUE LINE DIVID INDE


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