David A. Siegel First Tr Value Line Divid Inde Transaction History

Two Sigma Advisers, LP

$43.8 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 14, 2023	BUY	$37.39 - $41.11 $474,853 - $522,097	12,700 New	12,700 $474,000
Q3 2022 Nov 14, 2022	BUY	$35.79 - $42.23 $350,742 - $413,853	9,800 New	9,800 $351,000

Others Institutions Holding FVD

# of Institutions

573

Shares Held

144M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

22.4M
Shares

$1 Billion
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

18.5M
Shares

$826 Million
0.38% of portfolio
Wells Fargo & Company San Francisco, CA

7.22M
Shares

$322 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

6.94M
Shares

$309 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.16M
Shares

$230 Million
0.06% of portfolio

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
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