Root Financial Partners, LLC First Tr Value Line Divid Inde Transaction History

Root Financial Partners, LLC

  • $1.62 Trillion
  • Q3 2025

A detailed history of Root Financial Partners, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Root Financial Partners, LLC holds 12,221 shares of FVD stock, worth $561,066. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,221
Previous 9,381 30.27%
Holding current value
$561,066
Previous $419 Million 34.77%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 29, 2025
BUY
$44.73 - $46.86 $127,033 - $133,082
2,840 Added 30.27%
12,221 $565 Million
Q2 2025

Aug 11, 2025
SELL
$40.62 - $45.12 $95,050 - $105,580
-2,340 Reduced 19.96%
9,381 $419 Million
Q1 2025

Apr 24, 2025
SELL
$42.61 - $45.51 $4,090 - $4,368
-96 Reduced 0.81%
11,721 $523 Million
Q4 2024

Jan 29, 2025
SELL
$43.4 - $46.7 $88,405 - $95,127
-2,037 Reduced 14.7%
11,817 $516 Million
Q3 2024

Oct 31, 2024
SELL
$40.45 - $45.49 $83,205 - $93,572
-2,057 Reduced 12.93%
13,854 $630 Million
Q2 2024

Aug 02, 2024
SELL
$39.94 - $42.43 $55,796 - $59,274
-1,397 Reduced 8.07%
15,911 $648 Million
Q1 2024

Apr 24, 2024
SELL
$39.94 - $42.23 $334,377 - $353,549
-8,372 Reduced 32.6%
17,308 $731 Million
Q4 2023

Jan 29, 2024
SELL
$36.09 - $40.63 $40,673 - $45,790
-1,127 Reduced 4.2%
25,680 $1.04 Billion
Q3 2023

Oct 19, 2023
BUY
$37.39 - $41.11 $17,236 - $18,951
461 Added 1.75%
26,807 $1 Billion
Q2 2023

Jul 26, 2023
SELL
$38.66 - $40.72 $62,822 - $66,170
-1,625 Reduced 5.81%
26,346 $1.06 Billion
Q1 2023

May 11, 2023
BUY
$38.43 - $41.37 $1.07 Million - $1.16 Million
27,971 New
27,971 $1.12 Billion

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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