Coppell Advisory Solutions LLC First Tr Value Line Divid Inde Transaction History

Coppell Advisory Solutions LLC

$716 Billion
Q4 2024

A detailed history of Coppell Advisory Solutions LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Coppell Advisory Solutions LLC holds 150,380 shares of FVD stock, worth $6.76 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

150,380

Previous 183,693 18.14%

Holding current value

$6.76 Million

Previous $8.35 Billion 21.2%

% of portfolio

0.92%

Previous 1.23%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$43.4 - $46.7 $1.45 Million - $1.56 Million	-33,313 Reduced 18.14%	150,380 $6.58 Billion
Q3 2024 Nov 14, 2024	BUY	$40.45 - $45.49 $1.56 Million - $1.75 Million	38,494 Added 26.51%	183,693 $8.35 Billion
Q2 2024 Aug 15, 2024	BUY	$39.94 - $42.43 $14,418 - $15,317	361 Added 0.25%	145,199 $5.92 Billion
Q4 2023 Feb 14, 2024	BUY	$36.09 - $40.63 $2.48 Million - $2.79 Million	68,769 Added 90.4%	144,838 $5.87 Billion
Q3 2023 Nov 14, 2023	SELL	$37.39 - $41.11 $2.21 Million - $2.43 Million	-59,209 Reduced 43.77%	76,069 $3.04 Billion
Q2 2023 Aug 17, 2023	BUY	$38.66 - $40.72 $1.42 Million - $1.49 Million	36,702 Added 37.23%	135,278 $5.37 Billion
Q1 2023 May 19, 2023	BUY	$38.43 - $41.37 $864,944 - $931,114	22,507 Added 29.59%	98,576 $3.91 Billion
Q4 2022 May 19, 2023	BUY	$35.61 - $41.46 $782,600 - $911,166	21,977 Added 40.63%	76,069 $3.04 Billion
Q4 2020 Mar 10, 2021	BUY	$31.33 - $35.27 $1.69 Million - $1.91 Million	54,092 New	54,092 $1.9 Million

Others Institutions Holding FVD

# of Institutions

629

Shares Held

145M

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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Coppell Advisory Solutions LLC First Tr Value Line Divid Inde Transaction History