JNBA Financial Advisors - 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
JNBA Financial Advisors ownership history of FIRST TR VALUE LINE DIVID IN
ValueSharesWeighting
Q3 2023$18,172
-6.7%
4860.0%0.00%0.0%
Q2 2023$19,484
-0.2%
4860.0%0.00%
-33.3%
Q1 2023$19,518
+0.6%
4860.0%0.00%0.0%
Q4 2022$19,396
+14.1%
4860.0%0.00%0.0%
Q3 2022$17,000
-10.5%
4860.0%0.00%0.0%
Q2 2022$19,000
-9.5%
4860.0%0.00%0.0%
Q1 2022$21,000
+50.0%
486
+44.6%
0.00%
+50.0%
Q4 2021$14,000
+7.7%
3360.0%0.00%0.0%
Q3 2021$13,0000.0%3360.0%0.00%0.0%
Q2 2021$13,0000.0%3360.0%0.00%0.0%
Q1 2021$13,000
+8.3%
3360.0%0.00%0.0%
Q4 2020$12,000
+9.1%
3360.0%0.00%0.0%
Q3 2020$11,000
+10.0%
3360.0%0.00%0.0%
Q2 2020$10,000
+11.1%
3360.0%0.00%0.0%
Q1 2020$9,000
-25.0%
3360.0%0.00%0.0%
Q4 2019$12,0000.0%3360.0%0.00%0.0%
Q3 2019$12,000
+50.0%
336
-8.9%
0.00%
-50.0%
Q2 2014$8,000–369–0.00%–
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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