Lpl Financial LLC First Tr Value Line Divid Inde Put Options Transaction History

Lpl Financial LLC

$283 Billion
Q2 2025

Put Options

1 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form
Q1 2022 May 16, 2022	BUY	$39.95 - $43.09 $199,750 - $215,450	5,000 New	5,000 $212,000

Others Institutions Holding FVD

# of Institutions

648

Shares Held

141M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

19.9M
Shares

$913 Million
0.06% of portfolio
Bank Of America Corp Charlotte, NC

6.49M
Shares

$298 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

6.11M
Shares

$280 Million
0.06% of portfolio
Raymond James Financial Inc St. Petersburg, FL

5.96M
Shares

$274 Million
0.1% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.58M
Shares

$256 Million
0.06% 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 Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.