Curtis Advisory Group, 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 467 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

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Quarter-by-quarter ownership
Curtis Advisory Group, LLC ownership history of FIRST TR VALUE LINE DIVID IN
ValueSharesWeighting
Q2 2023$438,905
-20.0%
10,948
-19.9%
0.14%
-30.0%
Q1 2023$548,666
-0.8%
13,662
-1.4%
0.20%
-9.5%
Q4 2022$553,232
+0.2%
13,862
-10.2%
0.22%
-2.6%
Q3 2022$552,000
-8.6%
15,432
-0.8%
0.23%
-5.4%
Q2 2022$604,000
-17.6%
15,554
-10.3%
0.24%
-3.2%
Q1 2022$733,000
-2.0%
17,335
-0.3%
0.25%
+0.8%
Q4 2021$748,000
+19.1%
17,385
+8.6%
0.25%
+7.9%
Q3 2021$628,000
-20.8%
16,011
-19.7%
0.23%
-33.7%
Q2 2021$793,000
-65.2%
19,943
-66.8%
0.34%
-65.9%
Q1 2021$2,278,000
-21.5%
59,992
-27.5%
1.01%
-28.5%
Q4 2020$2,901,000
+5.9%
82,726
-5.0%
1.41%
-12.6%
Q3 2020$2,739,000
+1.9%
87,061
-1.8%
1.62%
-16.3%
Q2 2020$2,689,000
+9.2%
88,689
-0.3%
1.93%
+18.6%
Q1 2020$2,463,000
-14.9%
88,983
+10.8%
1.63%
-2.3%
Q4 2019$2,893,000–80,300–1.66%–
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Other shareholders
FIRST TR VALUE LINE DIVID IN shareholders Q1 2022
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