Rise Advisors, LLC First Tr Value Line Divid Inde Transaction History

Rise Advisors, LLC

$206 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 22, 2022	SELL	$39.95 - $43.09 $39 - $43	-1 Closed	0 $0
Q4 2021 Feb 24, 2022	BUY	$39.46 - $43.04 $39 - $43	1 New	1 $38,000

Others Institutions Holding FVD

# of Institutions

636

Shares Held

145M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

21M
Shares

$939 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

17.6M
Shares

$787 Million
0.32% of portfolio
Bank Of America Corp Charlotte, NC

7.35M
Shares

$328 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

6.7M
Shares

$299 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

6.66M
Shares

$297 Million
0.07% of portfolio

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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