Jvl Associates LLC First Tr Value Line Divid Inde Transaction History

Jvl Associates LLC

$307 Million
Q4 2025

A detailed history of Jvl Associates LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Jvl Associates LLC holds 17,394 shares of FVD stock, worth $798,558. This represents 0.26% of its overall portfolio holdings.

Number of Shares

17,394

Holding current value

$798,558

% of portfolio

0.26%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 09, 2026	BUY	$45.0 - $46.25 $782,730 - $804,472	17,394 New	17,394 $798,000

Others Institutions Holding FVD

# of Institutions

658

Shares Held

137M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

19.4M
Shares

$892 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

17.7M
Shares

$813 Million
0.26% of portfolio
Wells Fargo & Company San Francisco, CA

5.91M
Shares

$271 Million
0.05% of portfolio
Raymond James Financial Inc St. Petersburg, FL

5.77M
Shares

$265 Million
0.09% of portfolio
Bank Of America Corp Charlotte, NC

5.62M
Shares

$258 Million
0.02% of portfolio

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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