Triumph Capital Management First Tr Value Line Divid Inde Transaction History

Triumph Capital Management

$361 Million
Q3 2025

A detailed history of Triumph Capital Management transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Triumph Capital Management holds 51,352 shares of FVD stock, worth $2.36 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

51,352

Previous 47,714 7.62%

Holding current value

$2.36 Million

Previous $2.13 Million 11.35%

% of portfolio

0.66%

Previous 0.71%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$44.73 - $46.86 $162,727 - $170,476	3,638 Added 7.62%	51,352 $2.37 Million
Q2 2025 Jul 09, 2025	SELL	$40.62 - $45.12 $118,163 - $131,254	-2,909 Reduced 5.75%	47,714 $2.13 Million
Q1 2025 May 06, 2025	BUY	$42.61 - $45.51 $192,213 - $205,295	4,511 Added 9.78%	50,623 $2.26 Million
Q4 2024 Feb 14, 2025	BUY	$43.4 - $46.7 $364,733 - $392,466	8,404 Added 22.29%	46,112 $2.01 Million
Q3 2024 Feb 14, 2025	BUY	$40.45 - $45.49 $19,577 - $22,017	484 Added 1.3%	37,708 $1.72 Million

Q2 2024 Feb 14, 2025	SELL	$39.94 - $42.43 $18,811 - $19,984	-471 Reduced 1.25%	37,224 $1.52 Million
Q1 2024 Apr 25, 2024	SELL	$39.94 - $42.23 $343,923 - $363,642	-8,611 Reduced 18.6%	37,695 $1.59 Million
Q4 2023 Feb 05, 2024	SELL	$36.09 - $40.63 $181,063 - $203,840	-5,017 Reduced 9.78%	46,306 $1.88 Million
Q3 2023 Oct 31, 2023	SELL	$37.39 - $41.11 $330,864 - $363,782	-8,849 Reduced 14.71%	51,323 $1.92 Million
Q2 2023 Aug 03, 2023	BUY	$38.66 - $40.72 $48,209 - $50,777	1,247 Added 2.12%	60,172 $2.41 Million
Q1 2023 May 08, 2023	SELL	$38.43 - $41.37 $115,674 - $124,523	-3,010 Reduced 4.86%	58,925 $2.37 Million
Q4 2022 Jan 31, 2023	SELL	$35.61 - $41.46 $322,697 - $375,710	-9,062 Reduced 12.76%	61,935 $2.47 Million
Q3 2022 Nov 01, 2022	BUY	$35.79 - $42.23 $43,520 - $51,351	1,216 Added 1.74%	70,997 $2.54 Million
Q2 2022 Aug 02, 2022	BUY	$37.24 - $43.02 $61,371 - $70,896	1,648 Added 2.42%	69,781 $2.71 Million
Q1 2022 May 03, 2022	BUY	$39.95 - $43.09 $767,719 - $828,060	19,217 Added 39.29%	68,133 $2.88 Million
Q4 2021 Feb 11, 2022	BUY	$39.46 - $43.04 $1.33 Million - $1.45 Million	33,598 Added 219.34%	48,916 $2.11 Million
Q3 2021 Nov 16, 2021	SELL	$39.2 - $41.72 $1.32 Million - $1.41 Million	-33,753 Reduced 68.78%	15,318 $600,000
Q3 2021 Nov 15, 2021	BUY	$39.2 - $41.72 $1.32 Million - $1.41 Million	33,763 Added 220.56%	49,071 $1.54 Million
Q2 2021 Jul 19, 2021	BUY	$38.16 - $40.72 $584,153 - $623,341	15,308 New	15,308 $616,000

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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Triumph Capital Management First Tr Value Line Divid Inde Transaction History