A detailed history of Ci Private Wealth, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Ci Private Wealth, LLC holds 30,522 shares of FVD stock, worth $1.4 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
30,522
Previous 6,911 341.64%
Holding current value
$1.4 Million
Previous $308,000 358.12%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025

BUY
$44.73 - $46.86 $1.06 Million - $1.11 Million
23,611 Added 341.64%
30,522 $1.41 Million
Q2 2025

Aug 15, 2025

SELL
$40.62 - $45.12 $41,188 - $45,751
-1,014 Reduced 12.79%
6,911 $308,000
Q1 2025

May 14, 2025

BUY
$42.61 - $45.51 $55,989 - $59,800
1,314 Added 19.88%
7,925 $353,000
Q4 2024

Feb 10, 2025

BUY
$43.4 - $46.7 $286,917 - $308,733
6,611 New
6,611 $288,000
Q4 2022

Feb 15, 2023

BUY
$35.61 - $41.46 $231,037 - $268,992
6,488 New
6,488 $258,000

Others Institutions Holding FVD

About FIRST TR VALUE LINE DIVID INDE


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