Capital Wealth Alliance, LLC First Tr Value Line Divid Inde Transaction History

Capital Wealth Alliance, LLC

$159 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 28, 2020	SELL	$23.88 - $36.88 $28,321 - $43,739	-1,186 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$33.78 - $36.07 $40,063 - $42,779	1,186 New	1,186 $43,000

Others Institutions Holding FVD

# of Institutions

639

Shares Held

142M

Call Options Held

0

Put Options Held

823

Morgan Stanley New York, NY

20M
Shares

$888 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

17.7M
Shares

$785 Million
0.32% of portfolio
Bank Of America Corp Charlotte, NC

6.68M
Shares

$297 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

6.28M
Shares

$279 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

6.26M
Shares

$278 Million
0.07% of portfolio

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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