Intellus Advisors LLC FVD Holdings History
Intellus Advisors LLC's First Trust Value Line Dividend Index Fund Holding Summary
As of 2025-03-31, Intellus Advisors LLC held 647,659.00 shares of First Trust Value Line Dividend Index Fund(FVD), totaling $28.88 Mil. This investment constitutes 5.05% of their stock portfolio, and Intellus Advisors LLC now holds 0.32% of the outstanding First Trust Value Line Dividend Index Fund(FVD) stock.
The initial trade took place in 2024Q4. And since then Intellus Advisors LLC has made 1 purchases of FVD, at an average price of $45.23, for a total of 647,659.00 shares. Based on historical transaction data and FVD's current price of $45.28, Intellus Advisors LLC's estimated gain on his FVD holdings is $30,973.89, reflecting a 0.11% gain to date.
Intellus Advisors LLC FVD ($45.28) Holding Chart
Intellus Advisors LLC FVD ($45.28) 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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