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FIRST TR VALUE LINE DIVID IN
FIRST TR VALUE LINE DIVID IN. Institutional holdings reported to the SEC.
Institutional Holders (2017Q2)
Portfolio Summary: 154 Institutional holders with a total value of $1,687,700,590.
#
Manager Name
Shares
Value ($)
%
Options
Notes
151 UBS Group AG 4,552,831 133,170,000 7.89%
152 LPL Financial LLC 4,778,151 139,761,000 8.28%
153 BANK OF AMERICA CORP /DE/ 5,638,415 164,923,000 9.77%
154 MORGAN STANLEY 10,913,455 319,219,000 18.91%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.