Whelan Financial First Tr Value Line Divid Inde Transaction History

Whelan Financial

$314 Million
Q3 2025

A detailed history of Whelan Financial transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Whelan Financial holds 5,293 shares of FVD stock, worth $242,842. This represents 0.08% of its overall portfolio holdings.

Number of Shares

5,293

Holding current value

$242,842

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 29, 2025	BUY	$44.73 - $46.86 $236,755 - $248,029	5,293 New	5,293 $244,000

Others Institutions Holding FVD

# of Institutions

649

Shares Held

140M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

19.9M
Shares

$913 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

17.7M
Shares

$812 Million
0.28% of portfolio
Bank Of America Corp Charlotte, NC

6.49M
Shares

$298 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

6.11M
Shares

$280 Million
0.06% of portfolio
Raymond James Financial Inc St. Petersburg, FL

5.96M
Shares

$274 Million
0.1% of portfolio

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
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More about FVD

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