Bip Wealth, LLC First Tr Value Line Divid Inde Transaction History

Bip Wealth, LLC

$2.64 Billion
Q4 2025

A detailed history of Bip Wealth, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Bip Wealth, LLC holds 24,090 shares of FVD stock, worth $1.11 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

24,090

Holding current value

$1.11 Million

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 21, 2026	BUY	$45.0 - $46.25 $1.08 Million - $1.11 Million	24,090 New	24,090 $1.11 Million

Others Institutions Holding FVD

# of Institutions

657

Shares Held

137M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

19.4M
Shares

$892 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

17.7M
Shares

$813 Million
0.26% of portfolio
Wells Fargo & Company San Francisco, CA

5.91M
Shares

$271 Million
0.05% of portfolio
Raymond James Financial Inc St. Petersburg, FL

5.77M
Shares

$265 Million
0.09% of portfolio
Bank Of America Corp Charlotte, NC

5.62M
Shares

$258 Million
0.02% of portfolio

View Full List

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

More about FVD

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