Whitaker Myers Wealth Managers, Ltd. First Tr Value Line Divid Inde Transaction History

Whitaker Myers Wealth Managers, Ltd.

$459 Billion
Q3 2025

A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 40,972 shares of FVD stock, worth $1.88 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

40,972

Previous 44,115 7.12%

Holding current value

$1.88 Million

Previous $1.97 Billion 3.92%

% of portfolio

0.41%

Previous 0.5%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$44.73 - $46.86 $140,586 - $147,280	-3,143 Reduced 7.12%	40,972 $1.89 Billion
Q2 2025 Jul 07, 2025	SELL	$40.62 - $45.12 $113,898 - $126,516	-2,804 Reduced 5.98%	44,115 $1.97 Billion
Q1 2025 Apr 14, 2025	SELL	$42.61 - $45.51 $22,114 - $23,619	-519 Reduced 1.09%	46,919 $2.09 Billion
Q4 2024 Jan 15, 2025	SELL	$43.4 - $46.7 $81,678 - $87,889	-1,882 Reduced 3.82%	47,438 $2.07 Billion
Q3 2024 Oct 18, 2024	BUY	$40.45 - $45.49 $42,957 - $48,310	1,062 Added 2.2%	49,320 $2.24 Billion
Q2 2024 Jul 26, 2024	SELL	$39.94 - $42.43 $54,877 - $58,298	-1,374 Reduced 2.77%	48,258 $1.97 Billion
Q1 2024 Apr 12, 2024	SELL	$39.94 - $42.23 $10,863 - $11,486	-272 Reduced 0.55%	49,632 $2.1 Billion
Q4 2023 Jan 12, 2024	SELL	$36.09 - $40.63 $33,924 - $38,192	-940 Reduced 1.85%	49,904 $2.02 Billion
Q3 2023 Oct 05, 2023	SELL	$37.39 - $41.11 $27,070 - $29,763	-724 Reduced 1.4%	50,844 $1.9 Billion
Q2 2023 Jul 13, 2023	SELL	$38.66 - $40.72 $23,195 - $24,432	-600 Reduced 1.15%	51,568 $2.07 Billion
Q1 2023 Apr 21, 2023	SELL	$38.43 - $41.37 $212,095 - $228,321	-5,519 Reduced 9.57%	52,168 $2.1 Billion
Q4 2022 Apr 21, 2023	BUY	$35.61 - $41.46 $2.05 Million - $2.39 Million	57,687 New	57,687 $2.3 Billion

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
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Whitaker Myers Wealth Managers, Ltd. First Tr Value Line Divid Inde Transaction History