Wetzel Investment Advisors, Inc. First Tr Value Line Divid Inde Transaction History

Wetzel Investment Advisors, Inc.

$203 Million
Q3 2025

A detailed history of Wetzel Investment Advisors, Inc. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 14,354 shares of FVD stock, worth $658,992. This represents 0.33% of its overall portfolio holdings.

Number of Shares

14,354

Previous 14,655 2.05%

Holding current value

$658,992

Previous $655,000 1.22%

% of portfolio

0.33%

Previous 0.34%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$44.73 - $46.86 $13,463 - $14,104	-301 Reduced 2.05%	14,354 $663,000
Q2 2025 Jul 18, 2025	SELL	$40.62 - $45.12 $36,029 - $40,021	-887 Reduced 5.71%	14,655 $655,000
Q1 2025 Apr 22, 2025	SELL	$42.61 - $45.51 $92,591 - $98,893	-2,173 Reduced 12.27%	15,542 $693,000
Q4 2024 Jan 22, 2025	SELL	$43.4 - $46.7 $4,426 - $4,763	-102 Reduced 0.57%	17,715 $773,000
Q3 2024 Oct 29, 2024	SELL	$40.45 - $45.49 $52,140 - $58,636	-1,289 Reduced 6.75%	17,817 $810,000
Q1 2024 Apr 23, 2024	SELL	$39.94 - $42.23 $24,842 - $26,267	-622 Reduced 3.15%	19,106 $806,000
Q4 2023 Jan 31, 2024	BUY	$36.09 - $40.63 $711,983 - $801,548	19,728 New	19,728 $800,000

Others Institutions Holding FVD

# of Institutions

657

Shares Held

138M

Call Options Held

Put Options Held

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

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Wetzel Investment Advisors, Inc. First Tr Value Line Divid Inde Transaction History