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

586

Shares Held

139M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

21.4M
Shares

$935 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

17.6M
Shares

$767 Million
0.37% of portfolio
Bank Of America Corp Charlotte, NC

7.15M
Shares

$312 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

6.98M
Shares

$305 Million
0.07% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.58M
Shares

$200 Million
0.05% of portfolio

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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