Capital Advisory Group Advisory Services, LLC First Tr Value Line Divid Inde Transaction History

Capital Advisory Group Advisory Services, LLC

$276 Million
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 14, 2020	SELL	$33.78 - $36.07 $10,235 - $10,929	-303 Closed	0 $0
Q4 2018 May 28, 2020	BUY	$27.8 - $31.88 $8,423 - $9,659	303 New	303 $9,000

Others Institutions Holding FVD

# of Institutions

631

Shares Held

145M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

21M
Shares

$954 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

17.6M
Shares

$799 Million
0.32% of portfolio
Bank Of America Corp Charlotte, NC

7.35M
Shares

$333 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

6.7M
Shares

$304 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

6.66M
Shares

$302 Million
0.07% of portfolio

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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