A detailed history of United Advisor Group, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, United Advisor Group, LLC holds 8,687 shares of FVD stock, worth $398,820. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,687
Previous 11,245 22.75%
Holding current value
$398,820
Previous $502,000 20.12%
% of portfolio
0.06%
Previous 0.09%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

SELL
$44.73 - $46.86 $114,419 - $119,867
-2,558 Reduced 22.75%
8,687 $401,000
Q2 2025

Aug 11, 2025

SELL
$40.62 - $45.12 $2,965 - $3,293
-73 Reduced 0.64%
11,245 $502,000
Q1 2025

Apr 21, 2025

SELL
$42.61 - $45.51 $54,626 - $58,343
-1,282 Reduced 10.17%
11,318 $504,000
Q4 2024

Feb 24, 2025

SELL
$43.4 - $46.7 $140,789 - $151,494
-3,244 Reduced 20.47%
12,600 $549,000
Q3 2024

Oct 30, 2024

SELL
$40.45 - $45.49 $18,526 - $20,834
-458 Reduced 2.81%
15,844 $720,000
Q2 2024

Aug 08, 2024

SELL
$39.94 - $42.43 $252,979 - $268,751
-6,334 Reduced 27.98%
16,302 $664,000
Q1 2024

May 14, 2024

BUY
$39.94 - $42.23 $904,081 - $955,918
22,636 New
22,636 $955,000

Others Institutions Holding FVD

About FIRST TR VALUE LINE DIVID INDE


  • Ticker FVD
  • Sector ETFs
  • Industry ETFs
More about FVD
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