Secure Asset Management, LLC First Tr Value Line Divid Inde Transaction History

Secure Asset Management, LLC

$632 Million
Q4 2024

A detailed history of Secure Asset Management, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Secure Asset Management, LLC holds 82,078 shares of FVD stock, worth $3.63 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

82,078

Previous 80,020 2.57%

Holding current value

$3.63 Million

Previous $3.64 Million 1.62%

% of portfolio

0.57%

Previous 0.64%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$43.4 - $46.7 $89,317 - $96,108	2,058 Added 2.57%	82,078 $3.58 Million
Q3 2024 Oct 16, 2024	SELL	$40.45 - $45.49 $20,669 - $23,245	-511 Reduced 0.63%	80,020 $3.64 Million
Q2 2024 Jul 24, 2024	SELL	$39.94 - $42.43 $58,352 - $61,990	-1,461 Reduced 1.78%	80,531 $3.28 Million
Q1 2024 Apr 30, 2024	BUY	$39.94 - $42.23 $237,523 - $251,141	5,947 Added 7.82%	81,992 $3.46 Million
Q4 2023 Jan 22, 2024	SELL	$36.09 - $40.63 $73,370 - $82,600	-2,033 Reduced 2.6%	76,045 $3.08 Million
Q3 2023 Oct 18, 2023	BUY	$37.39 - $41.11 $32,454 - $35,683	868 Added 1.12%	78,078 $2.92 Million
Q2 2023 Jul 13, 2023	BUY	$38.66 - $40.72 $460,440 - $484,975	11,910 Added 18.24%	77,210 $3.1 Million
Q1 2023 Apr 13, 2023	BUY	$38.43 - $41.37 $19,138 - $20,602	498 Added 0.77%	65,300 $2.62 Million
Q4 2022 Jan 20, 2023	BUY	$35.61 - $41.46 $2.31 Million - $2.69 Million	64,802 New	64,802 $0

Others Institutions Holding FVD

# of Institutions

637

Shares Held

145M

Call Options Held

Put Options Held

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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Secure Asset Management, LLC First Tr Value Line Divid Inde Transaction History