Ellevest, Inc. - 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 507 filers reported holding FIRST TR VALUE LINE DIVID IN in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Ellevest, Inc. ownership history of FIRST TR VALUE LINE DIVID IN
ValueSharesWeighting
Q1 2023$46,947
+0.6%
1,1690.0%0.00%0.0%
Q4 2022$46,655
+11.1%
1,1690.0%0.00%0.0%
Q3 2022$42,000
-6.7%
1,1690.0%0.00%0.0%
Q2 2022$45,000
-8.2%
1,1690.0%0.00%0.0%
Q1 2022$49,0001,1690.00%
Other shareholders
FIRST TR VALUE LINE DIVID IN shareholders Q2 2023
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