FSB PREMIER WEALTH MANAGEMENT, INC. FVD Holdings History
FSB PREMIER WEALTH MANAGEMENT, INC.'s First Trust Value Line Dividend Index Fund Holding Summary
As of 2025-03-31, FSB PREMIER WEALTH MANAGEMENT, INC. held 118,836.00 shares of First Trust Value Line Dividend Index Fund(FVD), totaling $5.30 Mil. This investment constitutes 2.07% of their stock portfolio, and FSB PREMIER WEALTH MANAGEMENT, INC. now holds 0.06% of the outstanding First Trust Value Line Dividend Index Fund(FVD) stock.
The initial trade took place in 2021Q4. And since then FSB PREMIER WEALTH MANAGEMENT, INC. has made 4 purchases of FVD, at an average price of $41.01, for a total of 222,660.00 shares. In addition, there have been 9 sales at an average price of $41.60 for 103,824.00 shares. Based on historical transaction data and FVD's current price of $45.84, FSB PREMIER WEALTH MANAGEMENT, INC.'s estimated gain on his FVD holdings is $635,588.76, reflecting a 6.96% gain to date.
FSB PREMIER WEALTH MANAGEMENT, INC. FVD ($45.84) Holding Chart
FSB PREMIER WEALTH MANAGEMENT, INC. FVD ($45.84) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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