Higgins & Schmidt Wealth Strategies LLC First Tr Value Line Divid Inde Transaction History

Higgins & Schmidt Wealth Strategies LLC

  • $211 Billion
  • Q4 2025

A detailed history of Higgins & Schmidt Wealth Strategies LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Higgins & Schmidt Wealth Strategies LLC holds 121,142 shares of FVD stock, worth $5.56 Million. This represents 2.64% of its overall portfolio holdings.

Number of Shares
121,142
Previous 123,323 1.77%
Holding current value
$5.56 Million
Previous $5.7 Billion 2.11%
% of portfolio
2.64%
Previous 2.88%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 29, 2026
SELL
$45.0 - $46.25 $98,145 - $100,871
-2,181 Reduced 1.77%
121,142 $5.58 Billion
Q3 2025

Oct 15, 2025
SELL
$44.73 - $46.86 $33,860 - $35,473
-757 Reduced 0.61%
123,323 $5.7 Billion
Q2 2025

Jul 03, 2025
SELL
$40.62 - $45.12 $1.3 Million - $1.45 Million
-32,102 Reduced 20.55%
124,080 $5.55 Billion
Q1 2025

Apr 21, 2025
SELL
$42.61 - $45.51 $223,745 - $238,973
-5,251 Reduced 3.25%
156,182 $6.96 Billion
Q4 2024

Mar 25, 2025
SELL
$43.4 - $46.7 $7.03 Million - $7.57 Million
-162,041 Reduced 50.09%
161,433 $7.04 Billion
Q3 2024

Mar 25, 2025
BUY
$40.45 - $45.49 $231,899 - $260,794
5,733 Added 1.8%
323,474 $14.7 Billion
Q2 2024

Mar 25, 2025
SELL
$39.94 - $42.43 $50,164 - $53,292
-1,256 Reduced 0.39%
317,741 $12.9 Billion
Q1 2024

Mar 25, 2025
BUY
$39.94 - $42.23 $57,034 - $60,304
1,428 Added 0.45%
318,997 $13.5 Billion
Q4 2023

Mar 25, 2025
BUY
$36.09 - $40.63 $11.5 Million - $12.9 Million
317,569 New
317,569 $12.9 Billion

Others Institutions Holding FVD

# of Institutions
656
Shares Held
137M
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
Track This Portfolio

Track Higgins & Schmidt Wealth Strategies LLC Portfolio

Follow Higgins & Schmidt Wealth Strategies LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Higgins & Schmidt Wealth Strategies LLC, based on Form 13F filings with the SEC.

News

Stay updated on Higgins & Schmidt Wealth Strategies LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email