United Capital Financial Advisers, LLC First Tr Value Line Divid Inde Transaction History

United Capital Financial Advisers, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 11,344 shares of FVD stock, worth $510,706. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,344
Previous 11,042 2.74%
Holding current value
$510,706
Previous $502,000 1.39%
% of portfolio
0.0%
Previous 0.0%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$43.4 - $46.7 $13,106 - $14,103
302 Added 2.74%
11,344 $495,000
Q3 2024

Nov 12, 2024
SELL
$40.45 - $45.49 $64,275 - $72,283
-1,589 Reduced 12.58%
11,042 $502,000
Q2 2024

Aug 14, 2024
SELL
$39.94 - $42.43 $7,908 - $8,401
-198 Reduced 1.54%
12,631 $514,000
Q1 2024

May 15, 2024
SELL
$39.94 - $42.23 $33,070 - $34,966
-828 Reduced 6.06%
12,829 $541,000
Q4 2023

Feb 14, 2024
SELL
$36.09 - $40.63 $25,912 - $29,172
-718 Reduced 4.99%
13,657 $553,000
Q3 2023

Nov 14, 2023
SELL
$37.39 - $41.11 $32,417 - $35,642
-867 Reduced 5.69%
14,375 $537,000
Q2 2023

Aug 14, 2023
SELL
$38.66 - $40.72 $37,693 - $39,702
-975 Reduced 6.01%
15,242 $611,000
Q1 2023

Aug 14, 2023
BUY
$38.43 - $41.37 $37,469 - $40,335
975 Added 6.4%
16,217 $651,000
Q1 2023

May 15, 2023
SELL
$38.43 - $41.37 $234,499 - $252,439
-6,102 Reduced 27.34%
16,217 $651,000
Q4 2022

Feb 14, 2023
SELL
$35.61 - $41.46 $190,655 - $221,976
-5,354 Reduced 19.35%
22,319 $890,000
Q3 2022

Nov 14, 2022
SELL
$35.79 - $42.23 $83,712 - $98,775
-2,339 Reduced 7.79%
27,673 $990,000
Q2 2022

Aug 11, 2022
SELL
$37.24 - $43.02 $73,437 - $84,835
-1,972 Reduced 6.17%
30,012 $1.17 Million
Q1 2022

May 16, 2022
SELL
$39.95 - $43.09 $11,785 - $12,711
-295 Reduced 0.91%
31,984 $1.35 Million
Q4 2021

Feb 14, 2022
SELL
$39.46 - $43.04 $284,112 - $309,888
-7,200 Reduced 18.24%
32,279 $1.39 Million
Q3 2021

Nov 15, 2021
SELL
$39.2 - $41.72 $95,216 - $101,337
-2,429 Reduced 5.8%
39,479 $1.55 Million
Q2 2021

Aug 13, 2021
SELL
$38.16 - $40.72 $38 - $40
-1 Reduced -0.0%
41,908 $1.67 Million
Q1 2021

May 14, 2021
SELL
$34.56 - $38.32 $36,979 - $41,002
-1,070 Reduced 2.49%
41,909 $1.59 Million
Q4 2020

Feb 17, 2021
SELL
$31.33 - $35.27 $13,095 - $14,742
-418 Reduced 0.96%
42,979 $1.51 Million
Q3 2020

Nov 13, 2020
SELL
$29.87 - $32.88 $373,285 - $410,901
-12,497 Reduced 22.36%
43,397 $1.37 Million
Q2 2020

Aug 13, 2020
SELL
$26.27 - $33.19 $65,937 - $83,306
-2,510 Reduced 4.3%
55,894 $1.7 Million
Q1 2020

May 15, 2020
BUY
$23.88 - $36.88 $109,227 - $168,689
4,574 Added 8.5%
58,404 $1.62 Million
Q4 2019

Feb 14, 2020
SELL
$33.78 - $36.07 $86,172 - $92,014
-2,551 Reduced 4.52%
53,830 $1.94 Million
Q3 2019

Nov 14, 2019
SELL
$32.88 - $35.03 $25,284 - $26,938
-769 Reduced 1.35%
56,381 $1.97 Million
Q2 2019

Aug 13, 2019
SELL
$32.21 - $34.04 $43,870 - $46,362
-1,362 Reduced 2.33%
57,150 $1.93 Million
Q1 2019

May 14, 2019
SELL
$28.59 - $32.53 $167,594 - $190,690
-5,862 Reduced 9.11%
58,512 $1.9 Million
Q4 2018

Feb 14, 2019
SELL
$27.8 - $31.88 $12,454 - $14,282
-448 Reduced 0.69%
64,374 $1.87 Million
Q3 2018

Nov 14, 2018
SELL
$30.25 - $32.16 $422,713 - $449,403
-13,974 Reduced 17.73%
64,822 $2.05 Million
Q2 2018

Aug 14, 2018
SELL
$29.35 - $30.57 $726,001 - $756,179
-24,736 Reduced 23.89%
78,796 $2.39 Million
Q1 2018

May 15, 2018
SELL
$29.04 - $31.85 $860,280 - $943,524
-29,624 Reduced 22.25%
103,532 $3.1 Million
Q4 2017

Feb 13, 2018
SELL
$29.86 - $31.21 $763,579 - $798,102
-25,572 Reduced 16.11%
133,156 $4.12 Million
Q3 2017

Nov 14, 2017
SELL
$29.69 - $29.75 $68,821 - $68,960
-2,318 Reduced 1.44%
158,728 $4.72 Million
Q2 2017

Aug 14, 2017
BUY
N/A
161,046
161,046 $4.71 Million

Others Institutions Holding FVD

# of Institutions
631
Shares Held
145M
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
Track This Portfolio

Track United Capital Financial Advisers, LLC Portfolio

Follow United Capital Financial Advisers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email