Rosenberg Matthew Hamilton First Tr Value Line Divid Inde Transaction History

Rosenberg Matthew Hamilton

$378 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 16, 2020	SELL	$29.87 - $32.88 $8,961 - $9,864	-300 Closed	0 $0
Q2 2020 Aug 04, 2020	BUY	$26.27 - $33.19 $7,881 - $9,957	300 New	300 $9,000

Others Institutions Holding FVD

# of Institutions

586

Shares Held

139M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

21.4M
Shares

$935 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

17.6M
Shares

$767 Million
0.37% of portfolio
Bank Of America Corp Charlotte, NC

7.15M
Shares

$312 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

6.98M
Shares

$305 Million
0.07% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.58M
Shares

$200 Million
0.05% of portfolio

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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