Summit Investment Advisory Services, LLC First Tr Value Line Divid Inde Transaction History

Summit Investment Advisory Services, LLC

  • $251 Billion
  • Q3 2025

A detailed history of Summit Investment Advisory Services, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 7,369 shares of FVD stock, worth $338,310. This represents 0.14% of its overall portfolio holdings.

Number of Shares
7,369
Previous 7,372 0.04%
Holding current value
$338,310
Previous $330 Million 3.4%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Nov 07, 2025
SELL
$44.73 - $46.86 $134 - $140
-3 Reduced 0.04%
7,369 $341 Million
Q3 2025

Nov 03, 2025
BUY
$44.73 - $46.86 $329,749 - $345,451
7,372 New
7,372 $330 Million
Q1 2025

Apr 11, 2025
BUY
$42.61 - $45.51 $4,687 - $5,006
110 Added 1.52%
7,363 $328 Million
Q4 2024

Jan 21, 2025
BUY
$43.4 - $46.7 $434 - $467
10 Added 0.14%
7,253 $317 Million
Q3 2024

Oct 16, 2024
BUY
$40.45 - $45.49 $292,979 - $329,484
7,243 New
7,243 $329 Million
Q1 2024

Apr 18, 2024
SELL
$39.94 - $42.23 $91,582 - $96,833
-2,293 Reduced 22.95%
7,700 $325 Million
Q4 2023

Jan 18, 2024
SELL
$36.09 - $40.63 $32,517 - $36,607
-901 Reduced 8.27%
9,993 $405 Million
Q3 2023

Oct 10, 2023
BUY
$37.39 - $41.11 $20,676 - $22,733
553 Added 5.35%
10,894 $407 Million
Q2 2023

Jul 26, 2023
SELL
$38.66 - $40.72 $9,935 - $10,465
-257 Reduced 2.42%
10,341 $415 Million
Q1 2023

Apr 17, 2023
BUY
$38.43 - $41.37 $12,028 - $12,948
313 Added 3.04%
10,598 $426 Million
Q4 2022

Feb 02, 2023
BUY
$35.61 - $41.46 $366,248 - $426,416
10,285 New
10,285 $410 Million

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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