Mount Yale Investment Advisors, LLC First Tr Value Line Divid Inde Transaction History

Mount Yale Investment Advisors, LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Mount Yale Investment Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 103,881 shares of FVD stock, worth $4.77 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
103,881
Holding current value
$4.77 Million
% of portfolio
0.35%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$44.73 - $46.86 $4.65 Million - $4.87 Million
103,881 New
103,881 $4.8 Million
Q3 2022

Nov 07, 2022
BUY
$35.79 - $42.23 $258,117 - $304,562
7,212 New
7,212 $258,000

Others Institutions Holding FVD

# of Institutions
656
Shares Held
138M
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 Mount Yale Investment Advisors, LLC Portfolio

Follow Mount Yale Investment Advisors, 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 Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email