Retirement Guys Formula LLC First Tr Value Line Divid Inde Transaction History

Retirement Guys Formula LLC

$270 Million
Q3 2025

A detailed history of Retirement Guys Formula LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Retirement Guys Formula LLC holds 65,561 shares of FVD stock, worth $3.01 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

65,561

Previous 63,900 2.6%

Holding current value

$3.01 Million

Previous $2.86 Million 6.13%

% of portfolio

1.12%

Previous 1.13%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$44.73 - $46.86 $74,296 - $77,834	1,661 Added 2.6%	65,561 $3.03 Million
Q2 2025 Jul 15, 2025	BUY	$40.62 - $45.12 $12,592 - $13,987	310 Added 0.49%	63,900 $2.86 Million
Q1 2025 Apr 23, 2025	SELL	$42.61 - $45.51 $88,969 - $95,024	-2,088 Reduced 3.18%	63,590 $2.84 Million
Q4 2024 Jan 29, 2025	SELL	$43.4 - $46.7 $80,593 - $86,721	-1,857 Reduced 2.75%	65,678 $2.87 Million
Q3 2024 Oct 21, 2024	SELL	$40.45 - $45.49 $44,333 - $49,857	-1,096 Reduced 1.6%	67,535 $3.07 Million

Q2 2024 Aug 01, 2024	SELL	$39.94 - $42.43 $38,542 - $40,944	-965 Reduced 1.39%	68,631 $2.8 Million
Q1 2024 Apr 19, 2024	SELL	$39.94 - $42.23 $110,873 - $117,230	-2,776 Reduced 3.84%	69,596 $2.94 Million
Q4 2023 Jan 22, 2024	SELL	$36.09 - $40.63 $176,047 - $198,193	-4,878 Reduced 6.31%	72,372 $2.94 Million
Q3 2023 Oct 13, 2023	SELL	$37.39 - $41.11 $64,983 - $71,449	-1,738 Reduced 2.2%	77,250 $2.89 Million
Q2 2023 Jul 17, 2023	SELL	$38.66 - $40.72 $154 - $162	-4 Reduced 0.01%	78,988 $3.17 Million
Q1 2023 Apr 18, 2023	BUY	$38.43 - $41.37 $76,014 - $81,829	1,978 Added 2.57%	78,992 $3.17 Million
Q4 2022 Feb 13, 2023	BUY	$35.61 - $41.46 $2.74 Million - $3.19 Million	77,014 New	77,014 $3.07 Million

Others Institutions Holding FVD

# of Institutions

656

Shares Held

138M

Call Options Held

Put Options Held

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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Retirement Guys Formula LLC First Tr Value Line Divid Inde Transaction History