Defined Wealth Management, LLC First Tr Value Line Divid Inde Transaction History

Defined Wealth Management, LLC

$140 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 18, 2021	SELL	$34.56 - $38.32 $14,999 - $16,630	-434 Closed	0 $0
Q4 2020 Mar 09, 2021	BUY	$31.33 - $35.27 $13,597 - $15,307	434 New	434 $15,000

Others Institutions Holding FVD

# of Institutions

557

Shares Held

142M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

22.4M
Shares

$1.01 Billion
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

18.5M
Shares

$833 Million
0.38% of portfolio
Wells Fargo & Company San Francisco, CA

7.22M
Shares

$325 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

6.94M
Shares

$312 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.16M
Shares

$232 Million
0.06% of portfolio

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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