GeoWealth 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 8 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of FIRST TR VALUE LINE DIVID IN
ValueSharesWeighting
Q3 2023$207
+52.2%
5,517
+63.1%
0.02%
+53.3%
Q2 2023$136
+1600.0%
3,382
+1616.8%
0.02%
+1400.0%
Q1 2023$81970.00%
Other shareholders
FIRST TR VALUE LINE DIVID IN shareholders Q4 2023
NameSharesValueWeighting ↓
Walker Asset Management, LLC 38,748$1,571,6191.14%
PARK NATIONAL CORP /OH/ 508,872$20,639,8490.84%
RVW Wealth, LLC 172,950$7,014,8390.77%
WealthPLAN Partners, LLC 19,926$808,1990.08%
Pacifica Partners Inc. 1,310$51,5620.02%
Compass Wealth Management LLC 888$36,0180.01%
Bartlett & Co. LLC 3,500$1420.00%
MASSMUTUAL TRUST CO FSB/ADV 908$36,8280.00%
View complete list of FIRST TR VALUE LINE DIVID IN shareholders