Independent Advisor Alliance First Tr Value Line Divid Inde Transaction History

Independent Advisor Alliance

$3.71 Billion
Q3 2025

A detailed history of Independent Advisor Alliance transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Independent Advisor Alliance holds 93,011 shares of FVD stock, worth $4.27 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

93,011

Previous 89,615 3.79%

Holding current value

$4.27 Million

Previous $4.01 Million 7.37%

% of portfolio

0.12%

Previous 0.12%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$44.73 - $46.86 $151,903 - $159,136	3,396 Added 3.79%	93,011 $4.3 Million
Q2 2025 Aug 11, 2025	SELL	$40.62 - $45.12 $3.26 Million - $3.63 Million	-80,346 Reduced 47.27%	89,615 $4.01 Million
Q1 2025 May 12, 2025	SELL	$42.61 - $45.51 $7.86 Million - $8.4 Million	-184,548 Reduced 52.06%	169,961 $7.58 Million
Q4 2024 Feb 07, 2025	BUY	$43.4 - $46.7 $7.29 Million - $7.84 Million	167,943 Added 90.02%	354,509 $15.5 Million
Q3 2024 Nov 12, 2024	BUY	$40.45 - $45.49 $1.01 Million - $1.13 Million	24,852 Added 15.37%	186,566 $8.49 Million

Q2 2024 Aug 12, 2024	BUY	$39.94 - $42.43 $528,565 - $561,518	13,234 Added 8.91%	161,714 $6.59 Million
Q1 2024 May 08, 2024	BUY	$39.94 - $42.23 $2.08 Million - $2.2 Million	52,175 Added 54.18%	148,480 $6.27 Million
Q4 2023 Feb 08, 2024	BUY	$36.09 - $40.63 $25,659 - $28,887	711 Added 0.74%	96,305 $3.91 Million
Q3 2023 Oct 24, 2023	BUY	$37.39 - $41.11 $211,739 - $232,805	5,663 Added 6.3%	95,594 $3.57 Million
Q2 2023 Jul 28, 2023	BUY	$38.66 - $40.72 $235,284 - $247,821	6,086 Added 7.26%	89,931 $3.61 Million
Q1 2023 May 12, 2023	BUY	$38.43 - $41.37 $1 Million - $1.08 Million	26,087 Added 45.17%	83,845 $3.37 Million
Q4 2022 Feb 13, 2023	BUY	$35.61 - $41.46 $2.06 Million - $2.39 Million	57,758 New	57,758 $2.31 Million
Q1 2020 May 14, 2020	SELL	$23.88 - $36.88 $17.4 Million - $26.9 Million	-729,697 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$33.78 - $36.07 $24.6 Million - $26.3 Million	729,697 New	729,697 $26.3 Million

Others Institutions Holding FVD

# of Institutions

659

Shares Held

137M

Call Options Held

Put Options Held

View Full List

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

More about FVD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Advisor Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Independent Advisor Alliance with notifications on news.

Account

Independent Advisor Alliance First Tr Value Line Divid Inde Transaction History