Beacon Investment Advisors LLC First Tr Value Line Divid Inde Transaction History

Beacon Investment Advisors LLC

  • $244 Billion
  • Q3 2025

A detailed history of Beacon Investment Advisors LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Beacon Investment Advisors LLC holds 7,846 shares of FVD stock, worth $360,209. This represents 0.15% of its overall portfolio holdings.

Number of Shares
7,846
Previous 7,408 5.91%
Holding current value
$360,209
Previous $329 Million 10.23%
% of portfolio
0.15%
Previous 0.14%

Shares

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

Nov 14, 2025
BUY
$44.73 - $46.86 $19,591 - $20,524
438 Added 5.91%
7,846 $363 Million
Q2 2025

Aug 14, 2025
SELL
$40.62 - $45.12 $33,430 - $37,133
-823 Reduced 10.0%
7,408 $329 Million
Q1 2025

May 15, 2025
BUY
$42.61 - $45.51 $350,722 - $374,592
8,231 New
8,231 $367 Million

Others Institutions Holding FVD

# of Institutions
656
Shares Held
138M
Call Options Held
0
Put Options Held
0
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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