Northwest Wealth Management, LLC First Tr Value Line Divid Inde Transaction History

Northwest Wealth Management, LLC

$381 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 29, 2020	SELL	$23.88 - $36.88 $702,692 - $1.09 Million	-29,426 Closed	0 $0
Q4 2019 Jan 14, 2020	SELL	$33.78 - $36.07 $223,860 - $239,035	-6,627 Reduced 18.38%	29,426 $1.06 Million
Q2 2019 Jul 23, 2019	SELL	$32.21 - $34.04 $17,457 - $18,449	-542 Reduced 1.48%	36,053 $1.22 Million
Q1 2019 Apr 12, 2019	SELL	$28.59 - $32.53 $43,599 - $49,608	-1,525 Reduced 4.0%	36,595 $1.19 Million
Q3 2018 Oct 11, 2018	SELL	$30.25 - $32.16 $938,113 - $997,345	-31,012 Reduced 44.86%	38,120 $1.21 Million
Q1 2018 Apr 13, 2018	SELL	$29.04 - $31.85 $66,036 - $72,426	-2,274 Reduced 3.18%	69,132 $2.07 Million
Q4 2017 Jan 31, 2018	BUY	$29.86 - $31.21 $1.89 Million - $1.98 Million	63,287 Added 779.49%	71,406 $2.2 Million
Q3 2017 Oct 30, 2017	BUY	$29.69 - $29.75 $241,053 - $241,540	8,119	8,119 $242,000

Others Institutions Holding FVD

# of Institutions

573

Shares Held

144M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

22.4M
Shares

$1.01 Billion
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

18.5M
Shares

$833 Million
0.38% of portfolio
Wells Fargo & Company San Francisco, CA

7.22M
Shares

$325 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

6.94M
Shares

$312 Million
0.03% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.16M
Shares

$232 Million
0.06% of portfolio

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
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