Financial Architects, Inc First Tr Value Line Divid Inde Transaction History

Financial Architects, Inc

$657 Million
Q2 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 03, 2019	SELL	$28.59 - $32.53 $28,590 - $32,530	-1,000 Closed	0 $0
Q4 2018 Feb 01, 2019	BUY	$27.8 - $31.88 $27,800 - $31,880	1,000 New	1,000 $29,000

Others Institutions Holding FVD

# of Institutions

584

Shares Held

139M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

21.4M
Shares

$983 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

17.6M
Shares

$807 Million
0.37% of portfolio
Bank Of America Corp Charlotte, NC

7.15M
Shares

$328 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

6.98M
Shares

$321 Million
0.07% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.58M
Shares

$210 Million
0.05% of portfolio

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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