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 457 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

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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 Q4 2021
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