Wmg Financial Advisors, LLC First Tr Value Line Divid Inde Transaction History

Wmg Financial Advisors, LLC

  • $273 Million
  • Q3 2025

A detailed history of Wmg Financial Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 4,908 shares of FVD stock, worth $225,326. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,908
Previous 6,096 19.49%
Holding current value
$225,326
Previous $272,000 16.91%
% of portfolio
0.08%
Previous 0.11%

Shares

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

Oct 23, 2025
SELL
$44.73 - $46.86 $53,139 - $55,669
-1,188 Reduced 19.49%
4,908 $226,000
Q1 2024

May 07, 2024
BUY
$39.94 - $42.23 $15,456 - $16,343
387 Added 6.78%
6,096 $257,000
Q4 2023

Feb 08, 2024
SELL
$36.09 - $40.63 $3,139 - $3,534
-87 Reduced 1.5%
5,709 $231,000
Q2 2023

Aug 03, 2023
SELL
$38.66 - $40.72 $5,760 - $6,067
-149 Reduced 2.51%
5,796 $232,000
Q3 2022

Oct 18, 2022
SELL
$35.79 - $42.23 $57,872 - $68,285
-1,617 Reduced 21.38%
5,945 $212,000
Q1 2022

Apr 18, 2022
SELL
$39.95 - $43.09 $5,952 - $6,420
-149 Reduced 1.93%
7,562 $320,000
Q4 2021

Feb 14, 2022
BUY
$39.46 - $43.04 $304,276 - $331,881
7,711 New
7,711 $332,000

Others Institutions Holding FVD

# of Institutions
659
Shares Held
137M
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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