Householder Group Estate & Retirement Specialist, LLC First Tr Value Line Divid Inde Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 28,630 shares of FVD stock, worth $1.3 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

28,630

Previous 34,849 17.85%

Holding current value

$1.3 Million

Previous $1.59 Million 21.2%

% of portfolio

0.93%

Previous 0.46%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$43.4 - $46.7 $269,904 - $290,427	-6,219 Reduced 17.85%	28,630 $1.25 Million
Q3 2024 Oct 18, 2024	BUY	$40.45 - $45.49 $11,770 - $13,237	291 Added 0.84%	34,849 $1.59 Million
Q2 2024 Jul 17, 2024	SELL	$39.94 - $42.43 $70,054 - $74,422	-1,754 Reduced 4.83%	34,558 $1.41 Million
Q1 2024 May 03, 2024	SELL	$39.94 - $42.23 $2,795 - $2,956	-70 Reduced 0.19%	36,312 $1.53 Million
Q4 2023 Jan 23, 2024	BUY	$36.09 - $40.63 $2,526 - $2,844	70 Added 0.19%	36,382 $1.48 Million
Q3 2023 Oct 10, 2023	SELL	$37.39 - $41.11 $16,451 - $18,088	-440 Reduced 1.2%	36,312 $1.36 Million
Q1 2023 Apr 13, 2023	BUY	$38.43 - $41.37 $1.41 Million - $1.52 Million	36,752 New	36,752 $1.48 Million
Q3 2022 Oct 11, 2022	SELL	$35.79 - $42.23 $241,153 - $284,545	-6,738 Reduced 14.77%	38,880 $1.39 Million
Q2 2022 Jul 18, 2022	SELL	$37.24 - $43.02 $15,752 - $18,197	-423 Reduced 0.92%	45,618 $1.77 Million
Q1 2022 Apr 18, 2022	BUY	$39.95 - $43.09 $2,556 - $2,757	64 Added 0.14%	46,041 $1.95 Million
Q4 2021 Apr 12, 2022	BUY	$39.46 - $43.04 $1.81 Million - $1.98 Million	45,977 New	45,977 $1.98 Million

Others Institutions Holding FVD

# of Institutions

631

Shares Held

145M

Call Options Held

Put Options Held

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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Householder Group Estate & Retirement Specialist, LLC First Tr Value Line Divid Inde Transaction History