Ergoteles LLC First Tr Value Line Divid Inde Transaction History

Ergoteles LLC

$68.2 Billion
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 12, 2021	SELL	$38.16 - $40.72 $1.01 Million - $1.08 Million	-26,572 Closed	0 $0
Q1 2021 May 12, 2021	BUY	$34.56 - $38.32 $918,328 - $1.02 Million	26,572 New	26,572 $1.01 Million

Others Institutions Holding FVD

# of Institutions

585

Shares Held

139M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

21.4M
Shares

$969 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

17.6M
Shares

$796 Million
0.37% of portfolio
Bank Of America Corp Charlotte, NC

7.15M
Shares

$324 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

6.98M
Shares

$316 Million
0.07% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.58M
Shares

$208 Million
0.05% of portfolio

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ergoteles LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ergoteles LLC with notifications on news.