Pinnacle Family Advisors, LLC First Tr Value Line Divid Inde Transaction History

Pinnacle Family Advisors, LLC

  • $201 Million
  • Q3 2025

A detailed history of Pinnacle Family Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 12,903 shares of FVD stock, worth $592,376. This represents 0.3% of its overall portfolio holdings.

Number of Shares
12,903
Previous 17,670 26.98%
Holding current value
$592,376
Previous $789,000 24.46%
% of portfolio
0.3%
Previous 0.44%

Shares

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

Nov 14, 2025
SELL
$44.73 - $46.86 $213,227 - $223,381
-4,767 Reduced 26.98%
12,903 $596,000
Q2 2025

Aug 14, 2025
SELL
$40.62 - $45.12 $392,795 - $436,310
-9,670 Reduced 35.37%
17,670 $789,000
Q1 2025

May 15, 2025
BUY
$42.61 - $45.51 $227,580 - $243,068
5,341 Added 24.28%
27,340 $1.22 Million
Q4 2024

Feb 14, 2025
SELL
$43.4 - $46.7 $22,047 - $23,723
-508 Reduced 2.26%
21,999 $960,000
Q3 2024

Nov 14, 2024
SELL
$40.45 - $45.49 $33,007 - $37,119
-816 Reduced 3.5%
22,507 $1.02 Million
Q2 2024

Aug 14, 2024
BUY
$39.94 - $42.43 $373,199 - $396,465
9,344 Added 66.84%
23,323 $950,000
Q1 2024

May 15, 2024
BUY
$39.94 - $42.23 $10,304 - $10,895
258 Added 1.88%
13,979 $590,000
Q4 2023

Feb 14, 2024
SELL
$36.09 - $40.63 $11,981 - $13,489
-332 Reduced 2.36%
13,721 $556,000
Q3 2023

Nov 14, 2023
BUY
$37.39 - $41.11 $141,633 - $155,724
3,788 Added 36.9%
14,053 $525,000
Q2 2023

Aug 14, 2023
SELL
$38.66 - $40.72 $36,533 - $38,480
-945 Reduced 8.43%
10,265 $411,000
Q1 2023

May 15, 2023
BUY
$38.43 - $41.37 $120,823 - $130,067
3,144 Added 38.98%
11,210 $450,000
Q4 2022

Feb 10, 2023
SELL
$35.61 - $41.46 $5,555 - $6,467
-156 Reduced 1.9%
8,066 $321,000
Q3 2022

Nov 14, 2022
BUY
$35.79 - $42.23 $3,400 - $4,011
95 Added 1.17%
8,222 $294,000
Q2 2022

Aug 15, 2022
BUY
$37.24 - $43.02 $3,798 - $4,388
102 Added 1.27%
8,127 $315,000
Q1 2022

May 16, 2022
SELL
$39.95 - $43.09 $2,317 - $2,499
-58 Reduced 0.72%
8,025 $339,000
Q4 2021

Feb 14, 2022
SELL
$39.46 - $43.04 $35,829 - $39,080
-908 Reduced 10.1%
8,083 $348,000
Q3 2021

Nov 12, 2021
SELL
$39.2 - $41.72 $31,007 - $33,000
-791 Reduced 8.09%
8,991 $352,000
Q2 2021

Aug 16, 2021
SELL
$38.16 - $40.72 $73,992 - $78,956
-1,939 Reduced 16.54%
9,782 $389,000
Q1 2021

May 14, 2021
BUY
$34.56 - $38.32 $56,885 - $63,074
1,646 Added 16.34%
11,721 $445,000
Q4 2020

Feb 16, 2021
BUY
$31.33 - $35.27 $315,649 - $355,345
10,075 New
10,075 $353,000

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
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