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

Wetzel Investment Advisors, Inc.

  • $191 Million
  • Q2 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 14,655 shares of FVD stock, worth $672,957. This represents 0.34% of its overall portfolio holdings.

Number of Shares
14,655
Previous 15,542 5.71%
Holding current value
$672,957
Previous $693,000 5.48%
% of portfolio
0.34%
Previous 0.36%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
631
Shares Held
141M
Call Options Held
0
Put Options Held
823
View Full List

About FIRST TR VALUE LINE DIVID INDE

FVD Quotes by TradingView
  • Ticker FVD
  • Sector ETFs
  • Industry ETFs
More about FVD
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