Retirement Planning Group First Tr Value Line Divid Inde Call Options Transaction History

Retirement Planning Group

$1.64 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FVD

# of Institutions

635

Shares Held

141M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

19.9M
Shares

$921 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

17.7M
Shares

$819 Million
0.28% of portfolio
Bank Of America Corp Charlotte, NC

6.49M
Shares

$300 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

6.11M
Shares

$283 Million
0.06% of portfolio
Raymond James Financial Inc St. Petersburg, FL

5.96M
Shares

$276 Million
0.1% 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 Retirement Planning Group, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Planning Group with notifications on news.