STRATEGY ASSET MANAGERS LLC - FIRST TR VALUE LINE DIVID IN ownership

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FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 496 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

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Quarter-by-quarter ownership
STRATEGY ASSET MANAGERS LLC ownership history of FIRST TR VALUE LINE DIVID IN
ValueSharesWeighting
Q3 2023$587,363
-5.0%
15,709
+1.9%
0.15%
+12.4%
Q2 2023$618,154
+0.1%
15,419
+0.3%
0.14%
-8.7%
Q1 2023$617,355
+100940.1%
15,372
+0.4%
0.15%
-3.2%
Q4 2022$611
-99.9%
15,310
-11.7%
0.16%
-7.7%
Q3 2022$620,000
+69.9%
17,329
+84.4%
0.17%
+50.0%
Q2 2022$365,000
-61.5%
9,397
-58.1%
0.11%
-45.4%
Q1 2022$949,000
+265.0%
22,438
+272.0%
0.20%
+206.0%
Q4 2021$260,000
-70.7%
6,032
-73.3%
0.07%
-66.0%
Q3 2021$886,000
-9.7%
22,593
-8.4%
0.20%
-4.8%
Q2 2021$981,000
+4.3%
24,662
-0.5%
0.21%
-4.2%
Q1 2021$941,000
-3.9%
24,782
-11.3%
0.22%
-7.7%
Q4 2020$979,000
-15.3%
27,926
-24.0%
0.23%
-22.0%
Q3 2020$1,156,000
-2.6%
36,729
-6.2%
0.30%
-5.7%
Q2 2020$1,187,000
+10.0%
39,152
+0.5%
0.32%
-8.4%
Q1 2020$1,079,000
-21.4%
38,968
+2.3%
0.35%
+2.4%
Q4 2019$1,373,000–38,091–0.34%–
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Other shareholders
FIRST TR VALUE LINE DIVID IN shareholders Q3 2023
NameSharesValueWeighting ↓
Spectrum Wealth Advisory Group, LLC 429,122$16,822,00016.60%
Kowal Investment Group, LLC 1,316,721$51,615,00016.32%
Ten Capital Wealth Advisors, LLC 627,972$24,616,00011.51%
BHF RG Capital Inc. 395,618$15,506,00010.36%
Fountainhead AM, LLC 519,212$20,353,0009.85%
Fortress Wealth Group, LLC 229,149$8,983,0007.77%
Prism Advisors, Inc. 530,797$20,807,0007.42%
Grant/GrossMendelsohn, LLC 197,905$8,183,0006.50%
New England Private Wealth Advisors LLC 869,271$34,072,0006.36%
Legacy Capital Wealth Partners, LLC 3,425,841$16,242,0006.35%
View complete list of FIRST TR VALUE LINE DIVID IN shareholders