White Knight Strategic Wealth Advisors, LLC First Tr Value Line Divid Inde Transaction History

White Knight Strategic Wealth Advisors, LLC

$109 Million
Q2 2025

A detailed history of White Knight Strategic Wealth Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, White Knight Strategic Wealth Advisors, LLC holds 5,827 shares of FVD stock, worth $264,662. This represents 0.24% of its overall portfolio holdings.

Number of Shares

5,827

Previous 6,477 10.04%

Holding current value

$264,662

Previous $288,000 9.72%

% of portfolio

0.24%

Previous 0.28%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$40.62 - $45.12 $26,403 - $29,328	-650 Reduced 10.04%	5,827 $260,000
Q1 2025 May 14, 2025	SELL	$42.61 - $45.51 $308,283 - $329,264	-7,235 Reduced 52.76%	6,477 $288,000
Q4 2024 Feb 14, 2025	BUY	$43.4 - $46.7 $296,812 - $319,381	6,839 Added 99.51%	13,712 $598,000
Q3 2024 Nov 14, 2024	SELL	$40.45 - $45.49 $62,009 - $69,736	-1,533 Reduced 18.24%	6,873 $312,000
Q2 2024 Aug 14, 2024	SELL	$39.94 - $42.43 $21,687 - $23,039	-543 Reduced 6.07%	8,406 $342,000
Q1 2024 May 15, 2024	SELL	$39.94 - $42.23 $102,366 - $108,235	-2,563 Reduced 22.26%	8,949 $377,000
Q4 2023 Feb 13, 2024	SELL	$36.09 - $40.63 $153,490 - $172,799	-4,253 Reduced 26.98%	11,512 $466,000
Q3 2023 Nov 14, 2023	SELL	$37.39 - $41.11 $112,730 - $123,946	-3,015 Reduced 16.05%	15,765 $589,000
Q2 2023 Aug 11, 2023	SELL	$38.66 - $40.72 $178,802 - $188,330	-4,625 Reduced 19.76%	18,780 $752,000
Q1 2023 May 15, 2023	SELL	$38.43 - $41.37 $103,837 - $111,781	-2,702 Reduced 10.35%	23,405 $940,000
Q4 2022 Feb 14, 2023	SELL	$35.61 - $41.46 $327,291 - $381,058	-9,191 Reduced 26.04%	26,107 $1.04 Million
Q3 2022 Nov 14, 2022	SELL	$35.79 - $42.23 $90,155 - $106,377	-2,519 Reduced 6.66%	35,298 $1.26 Million
Q2 2022 Aug 15, 2022	SELL	$37.24 - $43.02 $210,070 - $242,675	-5,641 Reduced 12.98%	37,817 $1.47 Million
Q1 2022 Apr 22, 2022	SELL	$39.95 - $43.09 $457,028 - $492,949	-11,440 Reduced 20.84%	43,458 $1.84 Million
Q4 2021 Jan 14, 2022	BUY	$39.46 - $43.04 $2.17 Million - $2.36 Million	54,898 New	54,898 $2.36 Million

Others Institutions Holding FVD

# of Institutions

643

Shares Held

141M

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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White Knight Strategic Wealth Advisors, LLC First Tr Value Line Divid Inde Transaction History