Treasure Coast Financial Planning First Tr Value Line Divid Inde Transaction History

Treasure Coast Financial Planning

  • $174 Million
  • Q3 2025

A detailed history of Treasure Coast Financial Planning transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Treasure Coast Financial Planning holds 78,330 shares of FVD stock, worth $3.6 Million. This represents 2.09% of its overall portfolio holdings.

Number of Shares
78,330
Previous 108,228 27.63%
Holding current value
$3.6 Million
Previous $4.84 Million 25.14%
% of portfolio
2.09%
Previous 2.86%

Shares

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

Nov 03, 2025
SELL
$44.73 - $46.86 $1.34 Million - $1.4 Million
-29,898 Reduced 27.63%
78,330 $3.62 Million
Q2 2025

Aug 14, 2025
BUY
$40.62 - $45.12 $17,588 - $19,536
433 Added 0.4%
108,228 $4.84 Million
Q1 2025

May 05, 2025
BUY
$42.61 - $45.51 $185,523 - $198,150
4,354 Added 4.21%
107,795 $4.81 Million
Q4 2024

Jan 31, 2025
SELL
$43.4 - $46.7 $209,925 - $225,887
-4,837 Reduced 4.47%
103,441 $4.51 Million
Q3 2024

Nov 12, 2024
SELL
$40.45 - $45.49 $606 - $682
-15 Reduced 0.01%
108,278 $4.93 Million
Q2 2024

Jul 22, 2024
BUY
$39.94 - $42.43 $299,230 - $317,885
7,492 Added 7.43%
108,293 $4.41 Million
Q1 2024

Apr 26, 2024
BUY
$39.94 - $42.23 $3.78 Million - $4 Million
94,682 Added 1547.34%
100,801 $4.26 Million
Q2 2023

Jul 21, 2023
SELL
$38.66 - $40.72 $24,626 - $25,938
-637 Reduced 9.43%
6,119 $245,000
Q1 2023

May 04, 2023
BUY
$38.43 - $41.37 $27,861 - $29,993
725 Added 12.02%
6,756 $271,000
Q4 2022

Feb 06, 2023
BUY
$35.61 - $41.46 $214,763 - $250,045
6,031 New
6,031 $240,000

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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