OSAIC HOLDINGS, INC. - 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 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%.

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Quarter-by-quarter ownership
OSAIC HOLDINGS, INC. ownership history of FIRST TR VALUE LINE DIVID IN
ValueSharesWeighting
Q3 2023$171,589,415
-4.8%
4,588,932
+1.8%
0.25%
-21.6%
Q2 2023$180,332,863
+1.4%
4,506,593
+1.8%
0.32%
-3.3%
Q1 2023$177,902,157
+3.5%
4,424,912
+2.8%
0.34%
-3.7%
Q4 2022$171,853,010
+18.0%
4,305,804
+5.8%
0.35%
+4.5%
Q3 2022$145,669,000
-6.9%
4,069,872
+1.2%
0.33%
-3.5%
Q2 2022$156,455,000
+16.4%
4,021,554
+1.7%
0.34%
+32.2%
Q1 2022$134,401,000
-24.4%
3,955,972
-4.2%
0.26%
-22.3%
Q4 2021$177,674,000
+16.5%
4,130,800
+6.3%
0.34%
+5.7%
Q3 2021$152,511,000
-1.2%
3,885,909
+0.2%
0.32%
-4.8%
Q2 2021$154,405,000
+7.3%
3,878,563
+2.4%
0.33%
-3.5%
Q1 2021$143,960,000
+11.4%
3,787,363
+2.8%
0.35%
+0.3%
Q4 2020$129,253,000
+7.1%
3,685,343
-5.0%
0.34%
-4.4%
Q3 2020$120,636,000
+0.6%
3,880,312
-2.4%
0.36%
-10.2%
Q2 2020$119,878,000
+13.5%
3,974,197
+0.6%
0.40%
-7.2%
Q1 2020$105,647,000–3,952,300–0.43%–
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Other shareholders
FIRST TR VALUE LINE DIVID IN shareholders Q3 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