Horan Securities, 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 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%.

Quarter-by-quarter ownership
Horan Securities, Inc. ownership history of FIRST TR VALUE LINE DIVID IN
ValueSharesWeighting
Q2 2023$13,831
-0.2%
3450.0%0.01%
-14.3%
Q1 2023$13,855
+0.6%
3450.0%0.01%
-12.5%
Q4 2022$13,769
+14.7%
3450.0%0.01%
+14.3%
Q3 2022$12,000
+20.0%
345
+38.6%
0.01%
+16.7%
Q2 2022$10,000
-9.1%
2490.0%0.01%0.0%
Q1 2022$11,0000.0%2490.0%0.01%
-14.3%
Q4 2021$11,000
+10.0%
2490.0%0.01%0.0%
Q2 2021$10,000
+11.1%
2490.0%0.01%
-12.5%
Q1 2021$9,0000.0%2490.0%0.01%
+14.3%
Q4 2020$9,0002490.01%
Other shareholders
FIRST TR VALUE LINE DIVID IN shareholders Q3 2023
NameSharesValueWeighting ↓
Advance Capital Management, Inc. 4,553,572$176,724,00021.15%
Kowal Investment Group, LLC 1,263,152$49,023,00016.06%
Kaydan Wealth Management, Inc. 655,432$25,437,30714.16%
Ten Capital Wealth Advisors, LLC 809,792$31,428,00013.68%
UNIONVIEW, LLC 295,425$11,465,00012.81%
Spectrum Wealth Advisory Group, LLC 268,396$10,416,00011.61%
Fountainhead AM, LLC 514,019$19,949,00010.82%
PCG Wealth Advisors, LLC 368,966$14,320,00010.22%
Fortress Wealth Group, LLC 295,795$11,480,0009.89%
BARNES PETTEY FINANCIAL ADVISORS, LLC 183,439$7,119,0009.19%
View complete list of FIRST TR VALUE LINE DIVID IN shareholders