N.E.W. Advisory Services LLC First Tr Value Line Divid Inde Transaction History

N.E.W. Advisory Services LLC

$1.03 Billion
Q4 2024

A detailed history of N.E.W. Advisory Services LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 8,981 shares of FVD stock, worth $403,426. This represents 0.04% of its overall portfolio holdings.

Number of Shares

8,981

Previous 9,976 9.97%

Holding current value

$403,426

Previous $453,000 13.69%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$43.4 - $46.7 $43,183 - $46,466	-995 Reduced 9.97%	8,981 $391,000
Q3 2024 Oct 31, 2024	SELL	$40.45 - $45.49 $8,939 - $10,053	-221 Reduced 2.17%	9,976 $453,000
Q2 2024 Aug 02, 2024	SELL	$39.94 - $42.43 $178,451 - $189,577	-4,468 Reduced 30.47%	10,197 $415,000
Q1 2024 Apr 24, 2024	SELL	$39.94 - $42.23 $9,945 - $10,515	-249 Reduced 1.67%	14,665 $619,000
Q4 2023 Feb 06, 2024	SELL	$36.09 - $40.63 $2.84 Million - $3.2 Million	-78,663 Reduced 84.06%	14,914 $604,000
Q3 2023 Nov 03, 2023	BUY	$37.39 - $41.11 $3.5 Million - $3.85 Million	93,577 New	93,577 $3.5 Million

Others Institutions Holding FVD

# of Institutions

629

Shares Held

145M

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 N.E.W. Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on N.E.W. Advisory Services LLC with notifications on news.

Account

N.E.W. Advisory Services LLC First Tr Value Line Divid Inde Transaction History