Institute for Wealth Management, LLC. - FIRST TR VALUE LINE DIVID IN ownership

FIRST TR VALUE LINE DIVID IN's ticker is FVD and the CUSIP is 33734H106. A total of 457 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of FIRST TR VALUE LINE DIVID IN
ValueSharesWeighting
Q3 2023$938,826
-6.9%
25,109
-0.1%
0.17%
-0.6%
Q2 2023$1,007,943
-0.2%
25,1420.0%0.17%
-11.9%
Q1 2023$1,009,703
+0.6%
25,1420.0%0.19%
-8.5%
Q4 2022$1,003,417
+12.6%
25,142
+1.0%
0.21%
+5.5%
Q3 2022$891,000
-11.3%
24,900
-3.9%
0.20%
+1.5%
Q2 2022$1,005,000
-11.6%
25,900
-3.6%
0.20%
+7.1%
Q1 2022$1,137,000
-2.3%
26,871
-0.6%
0.18%
-3.2%
Q4 2021$1,164,000
+9.8%
27,0360.0%0.19%
+2.2%
Q3 2021$1,060,000
-1.4%
27,0360.0%0.19%
-1.6%
Q2 2021$1,075,000
+2.7%
27,036
-1.9%
0.19%
-5.0%
Q1 2021$1,047,000
+8.3%
27,5700.0%0.20%
+3.6%
Q4 2020$967,00027,5700.19%
Other shareholders
FIRST TR VALUE LINE DIVID IN shareholders Q4 2021
NameSharesValueWeighting ↓
Advance Capital Management, Inc. 5,103,486$203,680,14326.96%
Spectrum Wealth Advisory Group, LLC 261,318$10,429,17514.52%
Ten Capital Wealth Advisors, LLC 870,089$34,725,23613.93%
UNIONVIEW, LLC 335,310$13,382,20913.38%
Next Level Private LLC 377,899$15,365,39311.31%
BELLEVUE ASSET MANAGEMENT, LLC 328,141$13,010,79110.06%
Fortress Wealth Group, LLC 354,722$14,156,9579.89%
Kaye Capital Management 416,100$16,606,5708.68%
BARNES PETTEY FINANCIAL ADVISORS, LLC 202,055$8,064,0158.32%
New England Private Wealth Advisors LLC 901,790$35,990,3827.63%
View complete list of FIRST TR VALUE LINE DIVID IN shareholders