A detailed history of Hobart Private Capital, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Hobart Private Capital, LLC holds 226,298 shares of FVD stock, worth $10.2 Million. This represents 2.62% of its overall portfolio holdings.

Number of Shares
226,298
Previous 370,172 38.87%
Holding current value
$10.2 Million
Previous $15.6 Billion 41.01%
% of portfolio
2.62%
Previous 4.77%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$39.94 - $42.43 $5.75 Million - $6.1 Million
-143,874 Reduced 38.87%
226,298 $9.22 Billion
Q1 2024

Apr 15, 2024

BUY
$39.94 - $42.23 $2.86 Million - $3.03 Million
71,691 Added 24.02%
370,172 $15.6 Billion
Q4 2023

Jan 18, 2024

BUY
$36.09 - $40.63 $10.8 Million - $12.1 Million
298,481 New
298,481 $12.1 Billion
Q2 2018

Mar 11, 2024

SELL
$29.35 - $30.57 $485,272 - $505,444
-16,534 Closed
0 $0
Q1 2018

Mar 11, 2024

SELL
$29.04 - $31.85 $8.19 Million - $8.98 Million
-281,947 Reduced 94.46%
16,534 $494 Million
Q4 2017

Mar 11, 2024

SELL
$29.86 - $31.21 $8.41 Million - $8.79 Million
-281,512
16,969 $524 Million

Others Institutions Holding FVD

About FIRST TR VALUE LINE DIVID INDE


  • Ticker FVD
  • Sector ETFs
  • Industry ETFs
More about FVD
Track This Portfolio

Track Hobart Private Capital, LLC Portfolio

Follow Hobart Private Capital, 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 Hobart Private Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hobart Private Capital, LLC with notifications on news.