J.W. COLE ADVISORS, INC. - 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 380 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

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Quarter-by-quarter ownership
J.W. COLE ADVISORS, INC. ownership history of FIRST TR VALUE LINE DIVID IN
ValueSharesWeighting
Q3 2023$2,698,195
-11.0%
72,164
-4.6%
0.20%
-7.9%
Q2 2023$3,031,743
+11.6%
75,623
+11.8%
0.22%
+11.9%
Q1 2023$2,716,988
+0.7%
67,654
+0.1%
0.19%
-7.2%
Q4 2022$2,697,880
+10.7%
67,599
-0.8%
0.21%
+2.5%
Q3 2022$2,438,000
-8.1%
68,121
-0.3%
0.20%
-4.2%
Q2 2022$2,653,000
-0.7%
68,350
+8.2%
0.21%
+18.4%
Q1 2022$2,673,000
+11.5%
63,187
+13.5%
0.18%
+14.7%
Q4 2021$2,397,000
+17.0%
55,692
+6.6%
0.16%
+6.8%
Q3 2021$2,049,000
-10.8%
52,258
-9.6%
0.15%
-19.3%
Q2 2021$2,298,000
-3.6%
57,781
-8.0%
0.18%
-21.3%
Q1 2021$2,385,000
+16.1%
62,802
+7.2%
0.23%
+8.0%
Q4 2020$2,054,000
+569.1%
58,558
+500.4%
0.21%
+787.5%
Q3 2020$307,000
-68.5%
9,753
-69.7%
0.02%
-83.7%
Q2 2020$975,000
+7.0%
32,152
+27.1%
0.15%
+27.8%
Q4 2019$911,000–25,293–0.12%–
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Other shareholders
FIRST TR VALUE LINE DIVID IN shareholders Q4 2020
NameSharesValueWeighting ↓
UNIONVIEW, LLC 363,669$13,597,59912.85%
Next Level Private LLC 430,436$15,844,34810.51%
BELLEVUE ASSET MANAGEMENT, LLC 342,835$12,818,6008.61%
Spectrum Wealth Advisory Group, LLC 134,842$5,041,7486.98%
Kraft, Davis & Associates, LLC 504,187$18,453,2056.94%
New England Private Wealth Advisors LLC 877,596$32,842,3986.85%
Petix & Botte Co 562,842$21,044,5566.64%
BARNES PETTEY FINANCIAL ADVISORS, LLC 189,384$7,081,0686.50%
ICA Group Wealth Management, LLC 583,668$21,816,0266.13%
Mainsail Financial Group, LLC 182,464$6,721,1386.10%
View complete list of FIRST TR VALUE LINE DIVID IN shareholders