True Private Wealth Advisors First Tr Value Line Divid Inde Transaction History

True Private Wealth Advisors

$857 Million
Q1 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 12, 2021	SELL	$34.56 - $38.32 $6,048 - $6,706	-175 Closed	0 $0
Q4 2020 Jan 11, 2021	BUY	$31.33 - $35.27 $4,542 - $5,114	145 Added 483.33%	175 $6,000
Q2 2020 Jul 07, 2020	SELL	$26.27 - $33.19 $23,196 - $29,306	-883 Reduced 96.71%	30 $0
Q1 2020 Apr 20, 2020	SELL	$23.88 - $36.88 $2.76 Million - $4.27 Million	-115,750 Reduced 99.22%	913 $25,000
Q4 2019 Jan 27, 2020	BUY	$33.78 - $36.07 $61,614 - $65,791	1,824 Added 1.59%	116,663 $4.2 Million

Q3 2019 Oct 09, 2019	BUY	$32.88 - $35.03 $61,025 - $65,015	1,856 Added 1.64%	114,839 $4 Million
Q2 2019 Aug 01, 2019	SELL	$32.21 - $34.04 $94,697 - $100,077	-2,940 Reduced 2.54%	112,983 $3.81 Million
Q1 2019 Apr 25, 2019	SELL	$28.59 - $32.53 $38,653 - $43,980	-1,352 Reduced 1.15%	115,923 $3.76 Million
Q4 2018 Jan 14, 2019	BUY	$27.8 - $31.88 $3.26 Million - $3.74 Million	117,275 New	117,275 $3.41 Million

Others Institutions Holding FVD

# of Institutions

561

Shares Held

155M

Call Options Held

5.2K

Put Options Held

0

Morgan Stanley New York, NY

24.2M
Shares

$981 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

20M
Shares

$811 Million
0.46% of portfolio
Wells Fargo & Company San Francisco, CA

7.77M
Shares

$315 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

7.54M
Shares

$306 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.91M
Shares

$240 Million
0.07% of portfolio

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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