Weitzel Financial Services, Inc. First Tr Value Line Divid Inde Transaction History

Weitzel Financial Services, Inc.

$248 Million
Q3 2025

A detailed history of Weitzel Financial Services, Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Weitzel Financial Services, Inc. holds 7,555 shares of FVD stock, worth $346,850. This represents 0.14% of its overall portfolio holdings.

Number of Shares

7,555

Previous 7,555 -0.0%

Holding current value

$346,850

Previous $337,000 3.56%

% of portfolio

0.14%

Previous 0.14%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$40.62 - $45.12 $243 - $270	6 Added 0.08%	7,555 $337,000
Q1 2025 May 15, 2025	BUY	$42.61 - $45.51 $34,386 - $36,726	807 Added 11.97%	7,549 $336,000
Q4 2024 Feb 14, 2025	SELL	$43.4 - $46.7 $9,200 - $9,900	-212 Reduced 3.05%	6,742 $294,000
Q1 2024 Apr 10, 2024	SELL	$39.94 - $42.23 $4,193 - $4,434	-105 Reduced 1.49%	6,954 $293,000
Q4 2023 Feb 14, 2024	SELL	$36.09 - $40.63 $17,611 - $19,827	-488 Reduced 6.47%	7,059 $286,000

Q3 2023 Nov 09, 2023	BUY	$37.39 - $41.11 $2,131 - $2,343	57 Added 0.76%	7,547 $282,000
Q2 2023 Jul 07, 2023	BUY	$38.66 - $40.72 $25,283 - $26,630	654 Added 9.57%	7,490 $300,000
Q1 2023 Apr 05, 2023	BUY	$38.43 - $41.37 $20,098 - $21,636	523 Added 8.28%	6,836 $274,000
Q4 2022 Feb 10, 2023	SELL	$35.61 - $41.46 $34,541 - $40,216	-970 Reduced 13.32%	6,313 $251,000
Q3 2022 Oct 21, 2022	SELL	$35.79 - $42.23 $680 - $802	-19 Reduced 0.26%	7,283 $0
Q2 2022 Jul 11, 2022	BUY	$37.24 - $43.02 $84,609 - $97,741	2,272 Added 45.17%	7,302 $283,000
Q1 2022 Apr 07, 2022	BUY	$39.95 - $43.09 $6,591 - $7,109	165 Added 3.39%	5,030 $212,000
Q4 2021 Jan 13, 2022	BUY	$39.46 - $43.04 $191,972 - $209,389	4,865 New	4,865 $209 Million
Q1 2021 May 14, 2021	SELL	$34.56 - $38.32 $199,134 - $220,799	-5,762 Closed	0 $0
Q4 2020 Feb 22, 2021	BUY	$31.33 - $35.27 $180,523 - $203,225	5,762 New	5,762 $206,000

Others Institutions Holding FVD

# of Institutions

656

Shares Held

138M

Call Options Held

Put Options Held

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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Weitzel Financial Services, Inc. First Tr Value Line Divid Inde Transaction History