Swan Capital LLC First Tr Value Line Divid Inde Transaction History

Swan Capital LLC

$217 Billion
Q1 2025

A detailed history of Swan Capital LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Swan Capital LLC holds 234 shares of FVD stock, worth $10,380. This represents 0.0% of its overall portfolio holdings.

Number of Shares

234

Holding current value

$10,380

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 23, 2025	BUY	$42.61 - $45.51 $9,970 - $10,649	234 New	234 $10.4 Million

Others Institutions Holding FVD

# of Institutions

637

Shares Held

142M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

20M
Shares

$886 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

17.7M
Shares

$783 Million
0.32% of portfolio
Bank Of America Corp Charlotte, NC

6.68M
Shares

$296 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

6.28M
Shares

$279 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

6.26M
Shares

$278 Million
0.07% of portfolio

View Full List

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

More about FVD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Swan Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on Swan Capital LLC with notifications on news.

Account