Perigon Wealth Management, 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 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%.

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Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of FIRST TR VALUE LINE DIVID IN
ValueSharesWeighting
Q3 2022$350,000
-9.8%
9,769
-2.2%
0.03%
-6.2%
Q2 2022$388,000
-11.8%
9,986
-4.0%
0.03%
+3.2%
Q1 2022$440,000
-12.7%
10,407
-11.2%
0.03%
-13.9%
Q4 2021$504,000
+26.6%
11,715
+15.3%
0.04%
+2.9%
Q3 2021$398,000
-15.0%
10,160
-13.6%
0.04%
-16.7%
Q2 2021$468,000
+4.7%
11,7570.0%0.04%
-8.7%
Q1 2021$447,000
+1.1%
11,757
-6.6%
0.05%
-9.8%
Q4 2020$442,000
-14.3%
12,593
-23.3%
0.05%
-29.2%
Q3 2020$516,000
-11.5%
16,409
-14.6%
0.07%
-21.7%
Q2 2020$583,000
-61.0%
19,217
-61.2%
0.09%
-66.9%
Q1 2020$1,493,000
+72.0%
49,484
+104.5%
0.28%
+57.1%
Q4 2019$868,000
+4.0%
24,2000.0%0.18%
-9.7%
Q3 2019$835,000
+2.2%
24,2000.0%0.20%
+2.6%
Q2 2019$817,000
+2.3%
24,2000.0%0.19%
+2.7%
Q1 2019$799,000
-2.8%
24,200
-10.0%
0.19%
-11.4%
Q4 2018$822,000
+134.9%
26,900
+175.4%
0.21%
+600.0%
Q3 2011$350,000–9,769–0.03%–
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Other shareholders
FIRST TR VALUE LINE DIVID IN shareholders Q4 2021
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