HARBOR INVESTMENT ADVISORY, 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 391 filers reported holding FIRST TR VALUE LINE DIVID IN in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

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Quarter-by-quarter ownership
HARBOR INVESTMENT ADVISORY, LLC ownership history of FIRST TR VALUE LINE DIVID IN
ValueSharesWeighting
Q3 2023$4,438,215
-6.9%
118,701
-0.2%
0.58%
-12.5%
Q2 2023$4,769,263
-0.7%
118,964
-0.6%
0.66%
-7.5%
Q1 2023$4,805,140
-0.6%
119,650
-1.2%
0.72%
-4.9%
Q4 2022$4,834,311
+11.5%
121,130
-0.0%
0.76%
+5.7%
Q3 2022$4,336,000
-8.6%
121,143
-0.9%
0.71%
-6.1%
Q2 2022$4,746,000
-6.6%
122,277
+1.8%
0.76%
+12.8%
Q1 2022$5,082,000
-2.6%
120,141
-0.9%
0.67%
+2.1%
Q4 2021$5,217,000
+9.4%
121,219
-0.3%
0.66%
+2.2%
Q3 2021$4,768,000
+4.2%
121,620
+5.7%
0.65%
+4.2%
Q2 2021$4,576,000
+10.1%
115,053
+5.2%
0.62%
-0.8%
Q1 2021$4,155,000
+9.7%
109,398
+1.3%
0.62%
+3.0%
Q4 2020$3,788,000
+19.5%
108,016
+7.2%
0.61%
+0.2%
Q3 2020$3,169,000
+4.9%
100,724
+1.1%
0.61%
-5.5%
Q2 2020$3,020,000
+11.6%
99,598
+1.8%
0.64%
-12.1%
Q1 2020$2,707,000
-21.1%
97,791
+2.7%
0.73%
-7.7%
Q4 2019$3,430,000–95,187–0.79%–
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Other shareholders
FIRST TR VALUE LINE DIVID IN shareholders Q3 2021
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