Fsm Wealth Advisors, LLC First Tr Value Line Divid Inde Transaction History

Fsm Wealth Advisors, LLC

$603 Million
Q2 2025

A detailed history of Fsm Wealth Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 5,672 shares of FVD stock, worth $258,189. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,672

Holding current value

$258,189

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 30, 2025	BUY	$40.62 - $45.12 $230,396 - $255,920	5,672 New	5,672 $253,000

Others Institutions Holding FVD

# of Institutions

631

Shares Held

140M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

20M
Shares

$909 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

17.7M
Shares

$804 Million
0.32% of portfolio
Bank Of America Corp Charlotte, NC

6.68M
Shares

$304 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

6.28M
Shares

$286 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

6.26M
Shares

$285 Million
0.07% of portfolio

View Full List

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

More about FVD

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Fsm Wealth Advisors, LLC First Tr Value Line Divid Inde Transaction History