Moloney Securities Asset Management, 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 337 filers reported holding FIRST TR VALUE LINE DIVID IN in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.

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Quarter-by-quarter ownership
Moloney Securities Asset Management, LLC ownership history of FIRST TR VALUE LINE DIVID IN
ValueSharesWeighting
Q3 2023$603,208
-6.9%
16,133
-0.2%
0.11%
-5.2%
Q2 2023$647,935
+0.2%
16,162
+0.4%
0.12%
-4.2%
Q1 2023$646,787
-2.4%
16,105
-3.0%
0.12%
-17.8%
Q4 2022$662,391
+11.5%
16,597
+0.0%
0.15%
+1.4%
Q3 2022$594,000
-7.0%
16,594
+0.7%
0.14%
-4.0%
Q2 2022$639,000
-8.5%
16,476
-0.2%
0.15%
+11.1%
Q1 2022$698,000
-1.8%
16,510
-0.0%
0.14%
+11.6%
Q4 2021$711,000
-66.3%
16,514
-69.3%
0.12%
-68.4%
Q3 2021$2,107,000
+76.3%
53,740
+78.9%
0.38%
+75.7%
Q2 2021$1,195,000
+1.8%
30,047
-2.8%
0.22%
-5.6%
Q1 2021$1,174,000
-9.3%
30,911
-16.2%
0.23%
-19.5%
Q4 2020$1,294,000
+27.7%
36,904
+14.6%
0.29%
+7.5%
Q3 2020$1,013,000
+5.5%
32,189
+1.6%
0.27%
-4.3%
Q2 2020$960,000
+7.0%
31,674
-2.2%
0.28%
-13.1%
Q1 2020$897,000
+49.0%
32,403
+93.9%
0.32%
+72.6%
Q4 2019$602,000–16,712–0.19%–
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Other shareholders
FIRST TR VALUE LINE DIVID IN shareholders Q1 2020
NameSharesValueWeighting ↓
New England Private Wealth Advisors LLC 746,763$17,835,0007.08%
Rehmann Capital Advisory Group 853,512$20,382,0004.28%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 389,260$9,296,0002.36%
LifePlan Financial Group, Inc 52,929$1,264,0000.90%
Concorde Asset Management, LLC 31,100$743,0000.83%
Kovack Advisors, Inc. 37,563$897,0000.59%
Affiance Financial, LLC 23,105$552,0000.57%
Johanson Financial Advisors, Inc. 15,680$375,0000.49%
Citizens Business Bank 86,382$2,063,0000.40%
INVESTMENT CENTERS OF AMERICA INC 122,524$2,922,0000.38%
View complete list of FIRST TR VALUE LINE DIVID IN shareholders