Castle Rock Wealth 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 380 filers reported holding FIRST TR VALUE LINE DIVID IN in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

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Quarter-by-quarter ownership
Castle Rock Wealth Management, LLC ownership history of FIRST TR VALUE LINE DIVID IN
ValueSharesWeighting
Q3 2023$646,940
-7.8%
17,5180.0%0.22%
-9.6%
Q2 2023$701,771
+0.2%
17,518
+0.8%
0.24%
-4.0%
Q1 2023$700,439
+1.1%
17,372
+1.7%
0.25%
-19.4%
Q4 2022$692,765
+14.9%
17,080
+1.7%
0.31%
+2.0%
Q3 2022$603,000
-6.8%
16,788
+1.7%
0.30%
-7.9%
Q2 2022$647,000
-4.4%
16,504
+3.7%
0.33%
+6.1%
Q1 2022$677,000
+2.4%
15,9200.0%0.31%
+15.2%
Q4 2021$661,000
-11.5%
15,920
-11.2%
0.27%
+5.5%
Q3 2021$747,000
+7.6%
17,920
+5.9%
0.26%
+0.4%
Q2 2021$694,000
+8.4%
16,920
+3.7%
0.26%
-1.2%
Q1 2021$640,000
+13.3%
16,320
+2.4%
0.26%
+9.8%
Q4 2020$565,000
-4.4%
15,930
-14.5%
0.24%
-32.1%
Q2 2020$591,000
+13.0%
18,6300.0%0.35%
-23.3%
Q1 2020$523,000
-20.6%
18,630
+3.8%
0.45%
-24.1%
Q4 2019$659,000
+4.1%
17,9500.0%0.59%
-9.6%
Q3 2019$633,000
+63200.0%
17,950
-2.4%
0.66%
+1427.9%
Q1 2019$1,000–18,400–0.04%–
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Other shareholders
FIRST TR VALUE LINE DIVID IN shareholders Q4 2020
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